Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6163 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I probably stated this wrong but I have a records table based upon meetings and a documents table based upon ind. docs. I created a relationship between the two tables based on record number. Each record has several associated docs. I sometimes have several docs stored in different formats. I want to speed up the data entry process by copying all the data from several fields from one table to another. How do I do this? I'll have three docs with same title and same info in three formats say .ppt, .pdf, and .rtf. all associated with one record.

Posted

The easiest way I can think of is something like this:

Set variable [$MyField1; Value:field you want to transfer1]

Set variable [$MyField2; Value:field you want to transfer2]

Go To Layout [A layout for the other table you want to transfer the files to]

New Record/Request

Set Field [New Table::Similar field]

Before you even consider the above you need to understand that 99.9% of the time it is sensless to have the same records in two different tables.

Please spend some time researching database design and how relationships work. You will save yourself THOUSANDS of hours down the road if you learn the proper way to get started first.

Posted

Thanks soo much for your response.

Well, I did read the several books on it but I am new. When we have a meeting, papers are written. I have records from say 3 meetings. Each record has say 5 documents in it.

April Meeting

April.doc

April.rtf

April.pdf

Travel expenses.doc

Travel expenses.pdf

May Meeting

May.doc

May.pdf

Sales.doc

Sales.ppt

Briefing.pdf

June Meeting

etc.

SO I have a a records table for each meeting and then a document table that lists all the docs.

A key field is a record number I preset. I want to be able to search the docs table from the records table and get a list of docs from that meeting.

Also I would like to be able to search individually through all the docs.

Here is my quandry: Sometimes each document in the meeting is` written by one person. Therefore all the info fields about the author are duplicated. Sometimes the doc itself is duplicated just with changed format. I would however like to know each individual document that i have. I just want to save as much data entry time as possible.

So does anyone out there know of a better way? I am all ears.

This topic is 6163 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.