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Can't figure how to make a certain script


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Posted

What I am having trouble doing is that I want to transport data from one database to another using relationship. I work in an insurance office and when we get clients who are in a pending status once they become approved I want to move them from my pending database to the clients database by just pressing a button, but I can't find a script anywhere that can do that and I am such a noob that I haven't even figured out making scripts yet (but got good books to read). If anyone can help me I would love them long time.

Thank you,

caseyuptobat

Posted

There are several ways you might do that. One is to use Import. If you use this method, make sure that you isolate the pending record(s) before you import into the clients file.

Another method is to make a relationship from clients to pending and use lookups in your field definitions to bring in the data.

There are still more options, but I suggest you at least familiarize yourself with imports and lookups.

One thing you might consider instead of moving data from one place to another is: keeping the pending clients in the same table as your active clients, and just use a field to flag their status as pending, active, defunct or whatever.

Posted

Flagging it sounds more like what I want to do. Lookups would just put the data in a field at the same time I am putting data in the pending field and I don't want data transfered until after they are approved. Putting a checkmark (or equivalent) in the pending field and then once they are approved I either check the box or uncheck and it sends the data to the clients field, and I would now be free to delete the data in the pending field. That is what I am having trouble with.

Posted

Make the lookups based on an ID field that is set by your flag script.

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