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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I'll try to be as detailed as possible, but here's what i have:

 

I have a paperwork database that is basically allowing me to fill in paperwork that is necessary for my company to start an account.  Well, after using this database for a while, I found that I was having to retype a lot of information when the same customer would submit a new app.  So, I created a 'template' table that basically stored their information so that when they need a new account, they email me, and I can just click one button and all of their data is imported from the 'memorized' table into the main table.  it's been working fine.  now i'm starting to notice that we are getting customers who are taking over other accounts, so, i need to figure out a way to have it UPDATE the data from the 'memorized' table to the main table instead of importing a new record and starting from scratch.  the problem is that every time i try to do the import (with the update existing records in found set selected), it keeps importing the first record in the memorized table, but not the one that is in the found set.  my script (see attached screenshot) pulls up a window with the memorized data, and then has another window with the main data.  the script finds the one record (customer) in the memorized table, then selects the other window and omits that single record (showing omitted only).  so, now both windows have only one record in each...then it tries to import (or, update i should say)...but it still grabs the first record in the memorized table instead of the one that was just found.  what am i doing wrong here???

Screen Shot 2015-05-28 at 10.51.02 AM.png

Posted

what am i doing wrong here???

I have a bit trouble following your description, but you should be aware that the found set is a function of a TO per window; so manipulating the found set in one window doesn't change the found set of the same TO in another window.

So try to perform your script without switching windows.

A tip: you can replace the isolation pattern “Show All / Omit / Show Omitted“ with

Find Matching Records [ Replace ; Table::primaryID ]

Posted

well, that's the problem.  there won't actually be any matching fields.  i just need the data from the 'memorized' table to overwrite the data in the main table for just that one record.

Posted

i would usually just set the memorized fields as variables, then set fields on the main table with those variables, but there's about 150 fields....so i'm not really wanting to go through all of that.

Posted

well, that's the problem.  there won't actually be any matching fields.  i just need the data from the 'memorized' table to overwrite the data in the main table for just that one record.

​That “tip” wasn't the point of my post (and you can ignore it); the point was the first part where I said that the found set in a TO in window B has nothing to do with the found set of the same TO in window A.

Which is to say: do everything (go to source TO, isolate record, go to target TO, import) in a single window.

Posted

(or i'm just really stupid...either way.  lol)

​No. You didn't know. Now you do. :)

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