PascalB82 Posted January 23, 2011 Share Posted January 23, 2011 Hi there ! I've created a long time ago a database for our client's list, Service Calls and Route Planning. The Client List and the Service Calls are related by the phone number of the client. So when we create a new service call, there's a script that copy/paste the phone number from the list to the service call. All the other fields ( Name, address, City, etc. ) are "lookup" so they "enter" automatically. When we do the route planning for a particular day, there's a script that find the service calls for that day and copy/paste all the info of the service calls ONE by ONE in seperate fields for seperate service call. Now that we have 2 different client's lists and service calls ( one for spas and the other for Fitness Equipments ) and upgraded from Filemaker 8 to 11, I want to make it simpler. I want that the Route Planning updates by itself when we create a new service call from both databases. I need help !! I cannot find the way to do it properly ! Thanks ! Link to comment Share on other sites More sharing options...
comment Posted January 23, 2011 Share Posted January 23, 2011 I don't get this part: there's a script that find the service calls for that day and copy/paste all the info of the service calls ONE by ONE in seperate fields for seperate service call. I would think all you need is a table of Clients and a table of ServiceCalls. No information needs to be copied from one table to another - that's what relationships are for. I am not sure what's involved in planning a route - wouldn't it be just a matter of finding the calls for that day and arranging them in some order? Now that we have 2 different client's lists and service calls That's probably not a good idea. Why not have one table for each, with a Type field? Link to comment Share on other sites More sharing options...
PascalB82 Posted January 24, 2011 Author Share Posted January 24, 2011 I am not sure what's involved in planning a route - wouldn't it be just a matter of finding the calls for that day and arranging them in some order? Yeah, it's just a matter of finding the calls for that day but they don't need to be arranged in a particular order. I just need to see what are the calls we need to do. That's probably not a good idea. Why not have one table for each, with a Type field? Sorry for the noob question, but what's a Type field ? Link to comment Share on other sites More sharing options...
comment Posted January 24, 2011 Share Posted January 24, 2011 what's a Type field ? Just a field where you would enter either "Spa" or "Fitness Equipment". Link to comment Share on other sites More sharing options...
PascalB82 Posted January 24, 2011 Author Share Posted January 24, 2011 wouldn't it be just a matter of finding the calls for that day and arranging them in some order? Is there a simple way to do it ? Now my script is performing a find in the Service Calls for a particular day and copy/paste all the info in seperate fields in the Route Planner for each service call it finds. Just a field where you would enter either "Spa" or "Fitness Equipment". I know what you mean, but my boss doesn't want to put spa clients with fitness clients and vice-versa. I wanted to show you what I meant by service calls and route planner, but I'm unable to upload files. Link to comment Share on other sites More sharing options...
comment Posted January 24, 2011 Share Posted January 24, 2011 Now my script is performing a find in the Service Calls for a particular day and copy/paste all the info in seperate fields in the Route Planner for each service call it finds. That's the part I still don't get. If you have found the calls for a particular day, why not simply show them in a list view? What's the point of duplicating the information elsewhere? Another way you could show the calls is in a portal based on matching the selected date (in a global field) with the date field in the Service Calls table. my boss doesn't want to put spa clients with fitness clients and vice-versa. [shrug] What can I say... I'm unable to upload files. You need to zip them first. Link to comment Share on other sites More sharing options...
PascalB82 Posted January 24, 2011 Author Share Posted January 24, 2011 my boss doesn't want to put spa clients with fitness clients and vice-versa. I'm trying to convince my boss to merge both client lists, but the thing is if we have a client with a spa AND a fitness equipment, when we will create the service calls, how can I tell that I'm doing the call for the spa or the fitness since the tables (client's list and service calls) are related by the phone number of the client ? Link to comment Share on other sites More sharing options...
Vaughan Posted January 24, 2011 Share Posted January 24, 2011 ... the tables (client's list and service calls) are related by the phone number of the client This is really NOT a good idea. What happens when a client's number changes? Clients should have an auto-entered serial number as their primary key. Also, it's the service call record that has a TYPE field to mark it as spa or fitness equipment. It's possible that a client could have both. Link to comment Share on other sites More sharing options...
PascalB82 Posted January 27, 2011 Author Share Posted January 27, 2011 This is really NOT a good idea. What happens when a client's number changes? Clients should have an auto-entered serial number as their primary key. Also, it's the service call record that has a TYPE field to mark it as spa or fitness equipment. It's possible that a client could have both. I see what you mean ! That's a real good idea ! Thanks a bunch ! I'm trying to do my route planning with portals. I want to make something like the file I attached ( This is my current route planning ). Can I do it similar with portals ? Feuille de route.zip Link to comment Share on other sites More sharing options...
PascalB82 Posted February 4, 2011 Author Share Posted February 4, 2011 Any ideas anyone ? Link to comment Share on other sites More sharing options...
PascalB82 Posted February 10, 2011 Author Share Posted February 10, 2011 Bump ! Link to comment Share on other sites More sharing options...
bruceR Posted February 10, 2011 Share Posted February 10, 2011 Bump ! You have not included the necessary files in your zip file. Link to comment Share on other sites More sharing options...
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