Selecting from a value list and copying records

[jmgriffin]

I have three source files - Lodging, Dining, and Activities. When a new customer requires a custom travel package I want to select entries from each via a pop-up list and copy the contents of the record(s) to the customer package files. I can effect the pop-up selections but am having trouble building the customer's package db. customer is related to pkg by customerid. Pkg is related to the three sub-files - custlodging etc. - by customerid and pkgid. The field structure in the customer pkg files is identical to the source file structure with additional fields allowing for dates et. al. Any help is much appreciated.

Thanks

Mike Griffin

[danjacoby]

Let's add some more files.

Assuming the Lodging file contains the lodging options, etc.:

Create a Customer file that contains one record for each customer.

Create a Package file that contains one record for each package (that is, one customer's single package).

Create a LineItems file that will contain the data.

When you get a new customer, enter that data into the Customer file. You can also have a portal in Customer that shows the basics of each package that customer has purchased.

Package is where the choices are made. The basic info for the package (customer, date, etc.) are entered in fields in Package. Lodging, dining and activities choices are pulled from value lists from the respective files, and are entered into a portal to LineItems. When finished, the full report is printed from the LineItems file.

You can see the possible choices in Lodging, Dining and Activities. You can see what packages each customer has purchased (as well as a list of customers) in Customers. You can see the details of each package purchased in Package.

The actual relationships I leave as an exercise for the student.

[jmgriffin]

Thanks for your reply.

The structure you describe is what I have set up. I can display a pop-up list of names for Lodging, Dining and Activities in the 'New Package' layout. The problem I am having is copying the contents of the selected record from the source to the associated customer package files. I am sure this is probably a simple scripting thing but I am stumped. No doubt it's one of those things staring me right in the face but I am not seeing it.

Thanks again

Mike

[Lee Smith]

Mike,

I just read your reply on the Experts list. Just so that you will know it in the future, many of us read more than one FileMaker list. In fact, I belong to six of them.

Yes, you did get a lot of responses, and most of it could be categorized as gibberish.

Glad you found an answer in there.

Lee

[Ugo DI LUCA]

Hi Mike,

Not knowing the answer you made from the list Lee is pointing at....

As Dan said, you'd use a line item.

The records for a new Package would be created from a Portal.

Then, your value-lists, used within the portal, would auto-fill the Related_IDs into the Line Item.

These became Foreign keys in the Line Item.

The content (description,...) related to each Id (Lodging_ID, Dining_ID, Activity_ID) would be filled by lookup from relationship Foreign_Key::Main Key.