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Posted

Ok, I have a referral system set up on Filemaker, but I need help with automating part of it. Each person gets a serial number when placed into the database. This is the referral number. Here is my setup:

Date Ordered: (Date)

First Name: (Name)

Last Name: (Name)

# of Referrals: (sum # of people this person has referred)

Referred by: (the user's ID# whom referred this person)

User ID #: (this person's unique ID#)

Users Referred: (User ID #'s this person has referred)

Each person will get a database filled out with this information. I need help automating the User ID's. Example:

1st DATA ENTRY

Date Ordered: 1/13/05

First Name: Joe

Last Name: Shmoe

# of Referrals: 0

Referred by: None

User ID#: 001

Users Referred: None

2nd DATA ENTRY

Date Ordered: 1/15/05

First Name: John

Last Name: Doe

# of Referrals: 0

Referred by: 001 <<--- I input this number

User ID#: 002

Users Referred: None

This is what I want to be updated automatically on entry #1

Date Ordered: 1/13/05

First Name: Joe

Last Name: Shmoe

# of Referrals: 1

Referred by: None

User ID#: 001

Users Referred: 002

The bold is what I want to be automatically updated. Any help will be greatly appreciated!

Posted

You don't need to duplicate information that's already in the system.

Create a relationship (to the same table) using

User ID # = Referred by

as the match criteria.

Instead of Users Referred, use a portal to show all the people that this user has referred.

Make # of Referrals a calculation = Count ( RelationshipName::User ID # )

Posted

Great! That helps a lot! Howeveer, I still want to see which User ID #'s a person referred. So I need the Users Referred field filled in automatically with all the user ID's they have referred. How do I do that? (using the same setup as described in first post)

Posted

  Quote
I still want to see which User ID #'s a person referred

You will see that in the portal.

J. Doe was referred by J. Shmoe. That is a single item of information. It is not necessary to record the same item twice: once as information about J. Doe, and a second time as information about J. Shmoe.

You have a relationship that connects J. Shmoe's record to all the records of the people that J. Shmoe has referred. And in the portal based on this relationship you will see all the people that J. Shmoe has referred.

Posted

I'm new to Filemaker, as you can probably tell, could you explain this portal thing? How can I see all the referrals of J. Shmoe at once? Also, is it possible to make an online form that updates my filemaker form? I want users to enter this data:

First Name

Last Name

Email

Referred by

Address

City

State

Country

Date and Time: (timestamp automatic)

How do I set this up on an online form (using Dreamweaver to build pages). My server has PHP and MySQL if that helps. Thanks!

Posted

Alright, everything is working so far. Now I added one more column and I need to try and get it to work with everything again, so I need some help. I added a Paid Field: Yes or No. This is information I put in. Now, I only want the # of refferals # to only update if a person has paid. I also want to show all users that are referred, regardless if they payed or not. How do I do this? Currently for the # of referrals, I have this calculation: Count ( Referred by::User ID # ). How can I connect the yes and no of the pay system to help reflect this number? thanks! You guys are great!

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