Need help please

[JReed1957]

I created the form that I want to include in a Fikemaker file layout. I want to be able to have someone fill it out by entering a product number and having it insert the product description based on the product number.  The other fields will be manually entered. Then continue down if there is a second item, third item etc. Then I want to have a script that will email that particular record in a pdf to the home office.

 

I'm stuck and hope someone can help. My girlfriends daughter just had quintuplets and my brain is running a bit slow, lol. Attached is the form. This website wouldn't let me send a .fp7 file

 

Jim

Product utility.pdf

[bcooney]

Automatic message

This topic has been moved from "Solutions Wanted" to "Relationships".

Your question basically asks, please build a FileMaker database!

 

Have you looked at the Starter Solutions, particularly "Invoices?" Examine how the relationships are built, esp. Line Items >Products. Look how the Product Name is "looked up" for each line item.

[JReed1957]

SORRY! I have everything working (looking up items and generating an email) except I can't get it to create a PDF in the email.

[bcooney]

Perhaps this demo will help.

[JReed1957]

Ok I have everything...except I cannot figure out this part. Please, I hope someone can help. I want to be able to type a description of an item, say "pepsi" into a field and have it look up the part number from another table and fill it in in the "part number" field of the layout I am in. So....I type Pepsi into field "description" and a part number gets looked up and filled in in the field "part number". I just can't figure out the relationships and lookups to make it work right. Thanks once again for any assistance.  Regards, Jim

[JReed1957]

Please, can anyone help with my problem above?  Thanks in advance, Jim

[eos]

Why don't you post your database so we can have a look at it?

[JReed1957]

I can try. Last time I tried, it said I couldn't post that type of file 

[eos]

You need to zip a FileMaker database file to upload it.

[Lee Smith]

I can try. Last time I tried, it said I couldn't post that type of file 

Follow these steps; How to upload a file to the forum

 

The steps are as follows:

 

Zip the file that will be attached. It can be a single file or a folder of files.

 

Use the More Reply Options button

 

Use the "Choose File" button

 

Select the file from your Hard Disk. The name of the file should be seen next to that button.

 

Use the "Attach This File" button

 

 

Add your remarks in the body, and then

 

use the "Add Reply" button. 

[JReed1957]

ok tried to upload the file with no records and I get  "Error You aren't permitted to upload this kind of file"

ok will try that

File upload

transfer.fp7.zip

[eos]

Do I get this right: your database is a four-table, bare-bones typical invoice/line-items/products solution, and the “fields” on your layout are nothing but a mockup?

[JReed1957]

yes. I just want to have a layout with the product number and the product description. When I pull down the product number field I want the corresponding description to pop up in the description filed. i.e.   pull down a pop up menu and choose say 123456 and have it pop in a description of say "diet pepsi". I would overlay the fields on top of the scanned image of the form that is there. Thanks!  I tried to use an existing database file that has relationships in it I don't need

[eos]

This should get you going. Check how the value list works, and which field it is used on. 

 

You could build the form using existing FileMaker layout objects and do without the scanned image. By the same token, you're not restricted to 20 entries, and there is no need to emulate a paper layout with its tiny font. Adapt your input layout to a convenient workflow and use the form layout for printing only. 

 

Also note that your basic structure really *is* very typical. This means that most advices for e.g. building an invoicing solution would normally also apply to your solution, albeit not necessarily to the last detail (but then not even solutions within the same business are identical).

 

 

transfer_eos.fp7.zip

[JReed1957]

Hi, was wondering if someone could please help. I want to have a drop down list with a list of products (value list?). When I choose a product I want the part # to appear in a field next to the description. There would be 20 lines on the sheet where I would like to have this happen, obviously with different part numbers, much like an invoice. I am stumped with relationships and could use a little help if possible. Thanks in advance, Jim

[comment]

The relationships in your file are fine. You just need to place a portal to the LineItems table on the layout of Transfers (instead, or on top of, the picture you have there). In that portal, select a value for the LineItems::ProductID field, and place the Products::Description field next to it. I believe that's exactly what you'll see in the file as modified by eos three months ago(!).

[JReed1957]

I give up......just tried and no luck. Thanks anyway.

[JReed1957]

very frustrating!

[Lee Smith]

I give up......just tried and no luck. Thanks anyway.

Tried to what?