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Updating Match Field---a little different


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Posted

I've been looking for the answer to this question here, but I haven't seen it phrased exactly like my situation.

I have 3 files:

Customer Master

Sales

Contact History

Sales and Contact History are displayed in Portals in the Customer Master. The match field is the email address (I run a web-based business, so that's the only info I'm guaranteed to get from customers).

When a new sale is created the email address is entered, and the rest of the customer info (name, address, etc.) is Looked Up from the Customer Master. So far so good. It all works seamlessly, with lots of records displaying quite happily in their portals in Customer Master.

But when it comes time to update a customer's email address, the only way to keep those related records from vanishing from the portals is to go into each of them to change the email address.

Is there an easier way to do this? I'm reasonably proficient at scriptwriting, but I wonder if there's something even more simple than that.

John

Posted

Create a couple of global fields in the each file, gOldEmail, and gNewEmail. Enter the correct values in each global field. Then script a find in the master file and each related file that:

goes into find mode

sets the e-mail field to equal the gOldEmail

performs the find

loops, replacing the e-mail field with the gNewEmail field

There may be a more elegant way of doing this, but I'm hung over so this is the best you get from me.

HTH,

Dan

This topic is 8418 days old. Please don't post here. Open a new topic instead.

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