Jump to content

Finding before Entering


This topic is 7735 days old. Please don't post here. Open a new topic instead.

Recommended Posts

I'm sure that this is something many of you have done many times, but for me it's a first so I'd appreciate some feedback/advice.

I want to script a Find before allowing users to creat a new record (to be sure that it's not a duplicate). What I have in mind is:

1. Create a button that adds a new contact.

2. Have this button perform a Find that checks for matches of first name, last name, partner's first name, partner's last name, and street address.

3. Display all possible matches in a layout that lets the user either choose one of the existing records (if it's the same person) or create a new one.

Does this seem like a good way to do what I need done? The previous database had tons of duplicates, so I need to go the extra mile to prevent them in the new one. However, it's gotta be simple and easy-to-use as well.

Thanks in advance for your responses.

Link to comment
Share on other sites

I've done this before, and your logic seems to be good. When the user enters the name, I would have FM copy the field first before performing the find. This way, the user doesn't have to retype the name if they decide to create a new record. If the user decides to create a new record, have FM Paste the name field. Of course, if the name field is split into multiple fields (first/last name), this won't work (although you could create a full name field and set the first/last names fields with a script).

Hope this was helpful.

Link to comment
Share on other sites

This topic is 7735 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...

Important Information

By using this site, you agree to our Terms of Use.