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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am trying to make a database-solution that is a bit to complicated for a newbie like me. Therefore i would be glad if i could get some Expert-help.

I want to create like a controll-list. This is to be used by our small company when we are controlling that everthing is done when we have made a job. I want to have an editable list, so every "checkpoint" must be a single post.

My idea is that i have two DB

  • 3 weeks later...
Posted

suggest you use 3 files. The list of clients, the list of checks, and the third keeps tabs of which check is for which client (via a portal).

Then you can print from the 3rd file with the required client data showing through links.

Rgds, Partha

Posted

I'd forget the check marks and go with just two files, the client fiel and a "line item" file.

Then create realtionship that allows the creation of new records:

ClientFile: RecordID -> LineItem: MatchField

In the cleint file, create a portal. In the portal, create either a list or menu that contains all items from a value list created from all entries in the LineItem file. This way, if you add a new type of check, it will add the name to the list.

The user goes to the first row of the portal, the list pops up, they select the check they want. then they go to the second row, do the same, etc.

To print, you can either create a layout in the ClientFile with a large protal set for sliding printing. A perferable way, is to write a script that

ScriptA/ClientFile

Go to the related file, show only related records,

Perform External ScriptB

ScriptB/LineItems

Go to list layout with the realted client info in the header,

sorts the list,

restore print

print

and then returns to the ClientFile.

Posted

Thanks Bryce for your answer. Your idea looks great. The problem i have is that it will be about 100 checks or something per client. Therefore i would like the hole list (all posts) to be visible or related to the client. Perhaps i have to import all of the records (the checks/items)?Otherwise it will take a pretty long time to make a checklist.

Is this possible to perform? Or do you have any other idea?

Thank again!

/Newbie

Posted

In the protal in the "client File" configure drop down menues on the lines of the protal based on value lists from the "line items" file.

The user doesn't see an entire page of checkmark options, but instead clicks on one row at a time and is presented with a list to choose from.

This is a different presentation than the check mark method, it will depend on your users if this will work or not.

I'm sure there are other work arounds as well.

One would be to make a related field in the "Client file". When you add an item (via a check mark) in the realted field, the field in the "line item" file will begin to populate with the items you've checked. The filed will look like a list as each of the items you check mark will have a paragraph return after the item. This would give you the list of check items only.

Email me if you want me to give it a try on a file for you.

This topic is 8363 days old. Please don't post here. Open a new topic instead.

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