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Posted

Hey there,

A little back ground on what I have and I am trying to do. Im a small business owner and I run my company with FM databases. My database that tracks all of my cases have various fields for case numbers, defendant information, court dates exoneration dates etc. For each bond that my office writes, attached is a power of attorney that has a tracking number itself. I would like to create another database or field in my existing database that I can keep an inventory of my power of attorney numbers.

When I receive new powers from my insurance company they are numbered i.e. 570001524 - 570002524, I cant figure out a way to create new records with this type of entry that will create a record for each number in between. Once i can do that then I need to link them to my other database so that it will change the value on my power numbers to reflect the status , i.e. disposed, open or unused.

I am a rookie at generating fields and scripts that work properly and it takes me forever. Any tidbits of information anyone could help me out with would be much appreciated.

Thanks!

Daniel Armstrong

Posted

Hey there,

A little back ground on what I have and I am trying to do. Im a small business owner and I run my company with FM databases. My database that tracks all of my cases have various fields for case numbers, defendant information, court dates exoneration dates etc. For each bond that my office writes, attached is a power of attorney that has a tracking number itself. I would like to create another database or field in my existing database that I can keep an inventory of my power of attorney numbers.

When I receive new powers from my insurance company they are numbered i.e. 570001524 - 570002524, I cant figure out a way to create new records with this type of entry that will create a record for each number in between. Once i can do that then I need to link them to my other database so that it will change the value on my power numbers to reflect the status , i.e. disposed, open or unused.

I am a rookie at generating fields and scripts that work properly and it takes me forever. Any tidbits of information anyone could help me out with would be much appreciated.

Thanks!

Daniel Armstrong

Posted

Hey there,

A little back ground on what I have and I am trying to do. Im a small business owner and I run my company with FM databases. My database that tracks all of my cases have various fields for case numbers, defendant information, court dates exoneration dates etc. For each bond that my office writes, attached is a power of attorney that has a tracking number itself. I would like to create another database or field in my existing database that I can keep an inventory of my power of attorney numbers.

When I receive new powers from my insurance company they are numbered i.e. 570001524 - 570002524, I cant figure out a way to create new records with this type of entry that will create a record for each number in between. Once i can do that then I need to link them to my other database so that it will change the value on my power numbers to reflect the status , i.e. disposed, open or unused.

I am a rookie at generating fields and scripts that work properly and it takes me forever. Any tidbits of information anyone could help me out with would be much appreciated.

Thanks!

Daniel Armstrong

Posted

So, you're going to have a file for the Powers, with 1 record per each (or maybe just one record for all, read on), related to some other file via an ID. You need a status field for this "disposed, open or unused" (if those are the choices; I'm not up on legal terms), and it should be IN the Powers file.

Do each of these numbers have their own status? Or does it apply to the range as a whole? If "as a whole," then maybe only 1 record would do, with a calculation (or a loop) to produce a multi-line field; or just keep the data as is.

You don't really say why you'd need this range as separate records or how you need to see it, or how the status applies to each. The structure depends on the answers to these questions. It's not hard to do what you need to do; but we don't know what that is yet.

You can check the status(es) from the main file(s). It would be good if you could also narrow the above down to an "on or off" status, via a calculation (in Powers), so it's easier to check for that critical info. You can view them all easily in a portal from other file(s).

As far as generating the numbers as separate records, that would be a Loop, creating records in Powers, starting with the first number, adding 1, until you get to the last number. Then Exit Loop. You'd want to put at least the last number into a global field first, so you can check against it from each record of the loop.

Posted

So, you're going to have a file for the Powers, with 1 record per each (or maybe just one record for all, read on), related to some other file via an ID. You need a status field for this "disposed, open or unused" (if those are the choices; I'm not up on legal terms), and it should be IN the Powers file.

Do each of these numbers have their own status? Or does it apply to the range as a whole? If "as a whole," then maybe only 1 record would do, with a calculation (or a loop) to produce a multi-line field; or just keep the data as is.

You don't really say why you'd need this range as separate records or how you need to see it, or how the status applies to each. The structure depends on the answers to these questions. It's not hard to do what you need to do; but we don't know what that is yet.

You can check the status(es) from the main file(s). It would be good if you could also narrow the above down to an "on or off" status, via a calculation (in Powers), so it's easier to check for that critical info. You can view them all easily in a portal from other file(s).

As far as generating the numbers as separate records, that would be a Loop, creating records in Powers, starting with the first number, adding 1, until you get to the last number. Then Exit Loop. You'd want to put at least the last number into a global field first, so you can check against it from each record of the loop.

Posted

So, you're going to have a file for the Powers, with 1 record per each (or maybe just one record for all, read on), related to some other file via an ID. You need a status field for this "disposed, open or unused" (if those are the choices; I'm not up on legal terms), and it should be IN the Powers file.

Do each of these numbers have their own status? Or does it apply to the range as a whole? If "as a whole," then maybe only 1 record would do, with a calculation (or a loop) to produce a multi-line field; or just keep the data as is.

You don't really say why you'd need this range as separate records or how you need to see it, or how the status applies to each. The structure depends on the answers to these questions. It's not hard to do what you need to do; but we don't know what that is yet.

You can check the status(es) from the main file(s). It would be good if you could also narrow the above down to an "on or off" status, via a calculation (in Powers), so it's easier to check for that critical info. You can view them all easily in a portal from other file(s).

As far as generating the numbers as separate records, that would be a Loop, creating records in Powers, starting with the first number, adding 1, until you get to the last number. Then Exit Loop. You'd want to put at least the last number into a global field first, so you can check against it from each record of the loop.

Posted

Each power number needs its own status. One of the things I need to be able to do is generate a 'Power Report' that shows the status of each power within my inventory, when exonerated and when disposed. What you said about making a loop makes sense and I think I can manage that now that I have something to look for. Next thing I need to figure is how to link the powers to the case records in the case database.

There are records for each case with a case number and a power number field. When a power number that exists in the Power database is entered into the power number field in the case database, I need it to update the status of that power number within Powers to an 'Open' status. Backing up, when I receive a new shipment of powers and the numbers are entered into the database I need the status to default to 'Unused' (or something similar). In the case database there is a drop down list that sets the status for each case record, (Open, Disposed or Forfeited), when the status of each case is set to 'disposed' I need it to set the status for the power number attached to that case to 'disposed' as well within powers.

I hope my explanation makes sense, and I appreciate your time in helping me think this out and shining a light in the right direction for me.

Anymore ideas or guidance you can give is very much appreciated.

Thanks a ton!

Daniel Armstrong

Posted

Each power number needs its own status. One of the things I need to be able to do is generate a 'Power Report' that shows the status of each power within my inventory, when exonerated and when disposed. What you said about making a loop makes sense and I think I can manage that now that I have something to look for. Next thing I need to figure is how to link the powers to the case records in the case database.

There are records for each case with a case number and a power number field. When a power number that exists in the Power database is entered into the power number field in the case database, I need it to update the status of that power number within Powers to an 'Open' status. Backing up, when I receive a new shipment of powers and the numbers are entered into the database I need the status to default to 'Unused' (or something similar). In the case database there is a drop down list that sets the status for each case record, (Open, Disposed or Forfeited), when the status of each case is set to 'disposed' I need it to set the status for the power number attached to that case to 'disposed' as well within powers.

I hope my explanation makes sense, and I appreciate your time in helping me think this out and shining a light in the right direction for me.

Anymore ideas or guidance you can give is very much appreciated.

Thanks a ton!

Daniel Armstrong

Posted

Each power number needs its own status. One of the things I need to be able to do is generate a 'Power Report' that shows the status of each power within my inventory, when exonerated and when disposed. What you said about making a loop makes sense and I think I can manage that now that I have something to look for. Next thing I need to figure is how to link the powers to the case records in the case database.

There are records for each case with a case number and a power number field. When a power number that exists in the Power database is entered into the power number field in the case database, I need it to update the status of that power number within Powers to an 'Open' status. Backing up, when I receive a new shipment of powers and the numbers are entered into the database I need the status to default to 'Unused' (or something similar). In the case database there is a drop down list that sets the status for each case record, (Open, Disposed or Forfeited), when the status of each case is set to 'disposed' I need it to set the status for the power number attached to that case to 'disposed' as well within powers.

I hope my explanation makes sense, and I appreciate your time in helping me think this out and shining a light in the right direction for me.

Anymore ideas or guidance you can give is very much appreciated.

Thanks a ton!

Daniel Armstrong

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