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Newbie idiot question, sorry!

Featured Replies

  • Newbies

Hi,

i'm really sorry at asking this but I'm going mad trying to find a solution.

I have a list of residents at an old peoples home.

They are in one table and their details.

I want to click onto a button and go to another table that has their account. I can do this!!

But their account changes every month.

I want to be able to have a list of all their past spending and obviously create new ones each month.

Everytime I do this I can create new months but then when I look back its the same for each resident!

Any help would be gratefully received, thanks, Jon

Hi Jon,

Your Residents and Accounts table must be connected by having the ResidentID in your Accounts table and then joining them as:

Residents::ResidentID = Accounts::ResidentID

While in the relationship dialog, you might want to turn on 'allow creation' at the bottom on the Accounts side. This will allow you to place an Accounts portal on your Residents layout and enter new Account information in the new empty row of the portal (this is easiest way to add an Account to a specific Resident but not the only way).

You have not indicated how you are creating accounts so I am not sure what "Everytime I do this I can create new months but then when I look back its the same for each resident!"

Where are you seeing the same information from Accounts ... is it through an Accounts portal on a Resident layout? How are you creating new Account records and, most importantly, are you using unique, auto-enter, FM-generated primary keys in both tables?

  • Author
  • Newbies

Excellent. Thanks for that! I even went back and changed another portal I had done!! It all works now. thanks

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