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copying a record to another data file

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I have created 2 different data files:

<***> = a button to edit field

(***) = the field

heres what they look like:

#1

COMPLAINT FORM

<Complaint#> (5477)

<Date> (4/12/03)

<customer#> (131316)

<customer name> (John Doe Co.)

<address> (576 East Ave.)

<complaint> (discription)

<date recieved> (4/11/03)

<send Info to new investigation form>

#2

INVESTIGATION FORM

<inestigation results> (type in details)

<date> (date)

<performed By> (john doe)

<close investigation>

And here is what I want to do:

I want to be able to fill out the first form, and when Im done push the <send info to investigation form> button and it runs a script that will copy the entire currtent record with the buttons and the field info exactly the way it appears in the complaint form and paste it in the top portion of the investigation form in a new Investigation form record. (minus the <send info to investigation> button)

In the new investigation report form record:

-I do not want modification to be allowed to any of what was copied and pasted from the complaint form record.

-Want to only allow users with permission to access the new record and fill in the investigation information.

-delete original complaint information record.

the result looking like this after the the complaint form <send info to invest.> button is pushed:

COMPLAINT FORM

<Complaint#> (5477)

<Date> (4/12/03)

<customer#> (131316)

<customer name> (John Doe Co.)

<address> (576 East Ave.)

<complaint> (discription)

<date recieved> (4/11/03)

<send Info to new investigation form>

INVESTIGATION FORM

<inestigation results> (type in details)

<date> (date)

<performed By> (john doe)

<close investigation>

Is this possible and if so can someone tell me how in a decient amount of detail. My brain is about to pop trying to figure this out. Would a script be the best way to do this.

also B) there are no relationships defined or anthing else other than the fields and buttons being defined. I just have the visual look made and the format of each file made up.

Should I define any relationships if so which ones and how.

Any information would be greatly appreciated.

thank you in advance

Josh

A better idea:

Keep it all in one file.

Allow access to certain layouts (and even to certain fields, if necessary) only to those with proper passwords.

  • Author

Old Hand thank you for your input. I dont fully understand, I get the concept but I dont know exactly how to go about this.

I forgot to mention that once the file customer complaint has been copied to the investigation file I dont want the ability for it to be modified at all.

What I ultimately want to do is have customer complaint form (file_1) have the ability to be filled out by anyone. Once it has been verified by a button pushed by the user, everything in this record (file_1) save, duplicate this record to the Investigation form (file_2) creating a new record to (file_2) and not allow any modification of what was on (file_1) but still allow for the fields in (file_2) the ability to be accessed and modified only by permitted users. And once this has been accomplished I want the record from (file_1) to be deleted, but I want (file_2) to stay completely intacted.

Please, Please Help Me.

I am so confused and I have been working on this for over a week.

Is it possible to do what Im trying to do.

If so would you mind explaining in detail how to do this. Im sure its pretty obvious that I am a newbie and am at my wits end.

Thank you in advance again

  • Author

Does anyone have any info that might help me?

I would really appreciate it

PART I: ACCESS PRIVILEGES

Under Access Privileges:Passwords :

Create (at least) two passwords, one that allows complete access, and another that only allows limited access (like not being able to delete or edit records).

Now open Preferences:Document and set the limited access password as the default.

************

PART II: WHAT YOU WANT:

The best way to have a confirmation when creating a new record is to create global fields for every data entry field. Create a script that:

Goes to a layout with the global fields on it and clears all global fields (I'd use the "SetField" command);

Pauses (so they can enter the data);

Has a button which continues the script (you can even add a "Show Message" step so they can confirm that they are done, in case they hit the button by accident);

Creates a new record, setting all the actual fields to the contents of the global fields;

Goes to the layout where they can view all the records.

Additionally, you can set all the fields in the "View" layout (in Format:Format Field) to not allow entry, so nobody can alter the data.

**********

PART III: MY COMMENTS:

Actually, Part I is (now that I think about it) not really necessary, but it's good to know.

The problem with two files and exporting and deleting is that it's messy. This solution is much more elegant.

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