Filemaker: Copying records from one table to another - copy

I have a database with tables ( case, knowledgebase)
Case table has fields linked to a specific customer
Knowledgebase table is separate and doesn't care about customer.
I want to have the user click a button occasionally to copy their solution (from Case Table) to a new record in knowledgebase table (just two fields, desc, solution)
I just don't know the steps to 'copy'

Roughly:
Set Variable [$desc; Value: Case::desc]
Set Variable [$solution; Value: Case::solution]
Go to Layout [ Knowledgebase ]
New Record/Request
Set Field [Knowledgebase::desc; $desc]
Set Field [Knowledgebase::solution; $solution]
Commit Records []

Related

ms access form listbox changing whole field

I have created a form to update a query that that is in turn based on a master table containing information on a number of files. This master table is then related to several other tables in say for example a table called group_table, defining which group the file would belong to, which contains an ID field and the group_name. This is then related in a one-to-many relationship with the master table based on the group.ID and a field in the master table master_table.group and joined in the query the form is based on.
In the form I have designated a listbox control to update the group field of the query/master table. The contents available for selection in the list box were set based on the group_name field from the group_table table which is defined in the RowSouce section of the property sheet of the form.
So my issue is that when I try and update any records in the query using the listbox in the form, all of the records that are the same will get changed as well. E.g., changing a record in one row from "Group A" to "Group B" will change all the records containing "Group A" to "Group B" in the group field. So I was wondering if there is anything I can do to set it so only the specific record that I want to change gets changed.
When you are making the call to update the table you should make sure that you are using WHERE along with the primary key to make sure that you update that row only. An example would be a statement similar to the one below.
CurrentDb.Execute "UPDATE [group_table] AS G INNER JOIN [master_table] AS M
ON G.[ID] = M.[groupID]
SET G.[group] = '"& Group A & "'
WHERE M.[groupID] = '" & groupIDFromForm & "';"
Apply the ON from the join so that the foreign key and primary key are going to share the same value, and from there use the form to create a variable that you can use to identify the exact row. From there the program should execute the query correctly.

Some fields are missing in the fieldexplorer. How to show all fields?

i'm using Crystal Reports with my ERP-System. There have been predefined reports i now want to change.
In the field-explorer are some tables which have been renamed for better readability. But those tables are missing some fields, i want to use. If i connect the whole table again, all fields are there. Is there a way to display all fields in the predefined tables.
I tried to refresh the Database but nothing changes. If i delete the predefined table and then rename the new one to the old one, so i can use all predefinded formulas, all used fields in the report get deleted. I would need to recreate the whole report then.
Thanks for the help
If it is truly the same table and is not showing all the fields then you need to do "Database > Verify Database". That will force CR to refresh the structure of the table (instead of just the data). If this doesn't add the missing fields then the table in the report is actually a different object.
To see what the table/view the report is actually using go to "Database > Set DataSource Location" and look at the properties node for that table. It will show if it is a table/view/SP and what the true object name is.
If you want to replace the existing table with a different table you go to "Database > Set DataSource Location" again. Highlight the existing table in the top window, connect and highlight the replacement table in the bottom window. Then click update. Crystal will replace one table with the other and all of the fields in the report that exist in the new table will be mapped automatically. Note that the new table will keep the alias of the original table. If you are unsure if the table was updated you can look at the properties node in the top window to see the change.

Copy Field contents from one Table to another table - FileMaker

I am new to Filemaker pro. I am working with Filemaker pro 13.
My database contains 3 tables:
category (fields = _pkCatID & CatName)
subcategory (fields = _pkSubcatID , _fkCatID & SubcatName)
books (many fields including _fkSubcatID)
I have no problems in conditional value lists, so making two popup menus in books layout for categories and subcategories was successful.
But I want to put both categories and subcategories in one menu/sub-menu using 2empowerfm Menu Popper plugin.
I created a new field in subcategory table to store a calculation to be used in the value list of the plugin.
The calculation is = CatName & ">" & SubcatName & ";" & _pkSubcatID .
So the returned value when choosing in books layout will be "_pkSubcatID".
The problem is CatName is not in Subcategory table, and if I choose it from the related table Category, I can't make the calculation "stored" which is a requirement to use a field in a value list.
So, I need to copy the field CatName from category table to a new created field in subcategory table. I don't know how to do it.
You just need to create a lookup field in your subcat table pointed to the category name in the category table.
Create a field in the sub-cat table called "Category"
Click on Options
Auto-Enter Tab at the bottom, check "Looked-up value"
Select the correct starting (subcat) and related (Cat) tables and select the name field for the Category.
That is all.
To populate this for existing records click into the _fkCatID field on a subcat layout after showing all records and in the menus select Records->Relookup Field Contents
#Michael Wallace answer is correct and that solution should work.
I'd add however that if the table is likely to become large (and it could do if you're cataloguing books for a library) then I'd suggest you run some tests on a fake large data to see if this menu technique holds up (especially if you are serving over a network). Running two global search fields with an executeSQL lookup for subcategory within category would be more efficient in a big data set - this technique is well described here and other places:
http://forums.filemaker.com/posts/c4ed6f9923

Insert a record into table in ms access

I need to create a small "application" using ms access 2007. All I need is to create a form that will take care of input/output related to a few db tables.
I created the tables: patients, treatments and labresults.
Primary key in patients table is ID, and it serves as a foreign key in treatments and labresults tables, where it is named patientID.
I also created a form that I mentioned in the beginning of this question. It has multiple tabs. 1st tab opens/creates the patient, and the second one is used to enter data that is to be entered into the labresults table. Same applies to treatments table.
My problem: I added a button to the 2nd tab, and I want to attach an 'action' that will set an INSERT query with values taken from fields (controls) in tab 2, together with ID field taken from tab1 (that corresponds with patient ID from patients table), and then execute a query.
Right now I'm trying to achieve this myself, but with little success. Also, searchin MS site for solution(s) is kind of hard, since it always show results that have 'query' in it :)... And query isn't smt I want to use. (However, I'll accept any solution).
Thx
Tables:
patients
ID - primary key, autogenerated
patientID - internal number of the patient record. I could've used this, but it would complicate my life later on :)
gender
age
dateOfDiagnose
- field names are actually in Serbian, but field names aren't that much important
labtests
ID - primary key
patientID - foreign key, from patients table
... bunch of numerical data :)
There are 2 more tables, but they basically reflect some additional info and are not as important.
My form needs to enable user to enter data about the patient, and then enter several rows in labtests table, as treatment progresses. There are 2 types of treatment, and there is a table related to that, but they only have few fields in it, containint info about the start of the treatment, and the rest is info about lab tests.
It is quite possible to run SQL under VBA, but I suspect that it may be easier to simply set up the form properly. For example, if you set up the ID as the Link Child & Master fields for the lab results subform (which I hope you are using), then it will be filled in automatically. Furthermore, it is also possible to set the default value of a control to the value that was previously entered with very little code. I therefore suggest that you add some notes on what you wish to achieve.
Some further notes based on subsequent comment
From your comments, it appears that you have a minimum of three relevant tables:
Patients
PatientID PK, Counter
Treatments
TreatmentID PK, Counter
PatientID FK
TreatmentTypeID FK
LabResults
LabResultID PK, Counter
TreatmentID FK
PatientID FK <-- Optional, can be got through TreatmentID
LabResultTypeID FK
In addition, you will need a TreatmentTypes table that list the two current treatments and allows for further treatment types:
TreatmentTypes
TreatmentTypeID PK, Counter
TreatmentDescription
You will also need:
LabResultTypes
LabResultTypeID PK, Counter <-- This can be referenced in the LabResults table
TreatmentTypeID FK
There are arguments for PKs other than those suggested, in that you have natural keys, but I think it is easier when working with Access to use autonumbers, however, you will need indexes for the natural keys.
I strongly recommend that all tables also include date created, date modified/updated and a user ID for both. Access does not keep this data, you must do it yourself. Date created can be set by a default value, and if you are using the 2010 version, the other fields can have 'triggers' (data-level macros), otherwise, you will need code, but it is not too difficult. Note also that these same 'triggers' could be used to insert relevant records : Meet the Access 2010 macro designer.
Your form will contain records for each patient and two subforms, Treatments and LabResults. The Treatments subform is bound to the Treatments table having PatientID for LinkChild and Master fields and a combobox for TreatmentTypeID:
Rowsource: SELECT TreatmentTypeID, TreatmentDescription FROM TreatmentTypes
ColumnCount: 2
BoundColumn: 1
After a treatment type is added to the Treatments subform, you can run a query, or run SQL under VBA. You can either use the After Insert event for the form contained by the treatments subform or a button, the After Insert event has advantages, but it is only triggered when the user saves the record or moves from the record, which is the same thing. Working from the treatments subform, and the After Insert event, the SQL would be on the lines of:
''Reference Microsoft DAO x.x Object Library
Set db = CurrentDB
sSQL = "INSERT INTO LabResults (TreatmentID, PatientID, LabResultTypeID) " _
& "SELECT " _
& Me.TreatmentID & ", " _
& Me.PatientID & ", " _
& "LabResultTypeID FROM LabResultTypes " _
& "WHERE TreatmentTypeID " = & Me.TreatmentTypeID
db.Execute sSQL
MsgBox "Records inserted: " & db.RecordsAffected
Me.Parent.LabResults_Subform.Form.Requery
The query should also include the date and username, as suggested above, if your version is less than 2010 and you have not set up triggers.
You will be tempted to use datasheets, I suspect, for the subforms. I suggest you resist the temptation and use either single forms of continuous forms, they are more powerful. For an interesting approach, you may wish to look at the Northwind sample database Customer Orders form.

Create a new FileMaker layout showing unique records based on one field and a count for each

I have a table like this:
Application,Program,UsedObject
It can have data like this:
A,P1,ZZ
A,P1,BB
A,P2,CC
B,F1,KK
I'd like to create a layout to show:
Application,# of Programs
A,2
B,1
The point is to count the distinct programs.
For the life of me I can't make this work in FileMaker. I've created a summary field to count programs resetting after each group, but because it doesn't eliminate the duplicate programs I get:
A,3
B,1
Any help much appreciated.
Create a a summary field as:
cntApplicaiton = Count of Application
Do this by going into define fields, create a field called cntApplication, type summary. In the options dialogue make the summary field a count on application
Now create a new layout with a subsummary part and nobody. The subsummary should be sorted on Application. Put the Application and cntApplication fields in subsummary. If you enter browse mode and sort by Application you ought to get the data you want.
You can also create a calc field with the formula
GetSummary(cntApplication; Application)
This will allow you to use the total number of Applications with in a record
Since I also generate the data in this form, the solution I've adopted is to fill two tables in FileMaker. One provides the summary view, the other the detailed view.
I think that your problem is down to dupliate records and an inadequate key.
Create a text field called "App_Prog". In the options box set it to an auto-enter calc, unchecking the 'Do not replace...' option, and use the following calc:
Application & "_" & Program
Now create a self join to the table using App_Prog as the field on both sides, and call this 'MatchingApps'.
Now, create (if you don't alread have one) a unique serial number field, 'Counter' say, and make sure that you enter a value in each record. (Find all, click in the field, and use serial number option in'Replace Field Contents...')
Now add a new calc field - Is_Duplicate with the following calc...
If (Counter = MatchingApps::Counter; "Master Record" ; "Duplicate")
Finally, find all, click in the 'Application field, and use 'Replace Field Contents...' with a calculation to force the auto-enter calc for 'App_Prog' to come up with a value.
Where does this get you? You should now have a set of records that are marker either "Master Record" or "Duplicate". Do a find on "Master Record", and then you can perform your summary (by Application) to do a count of distinct application-program pairs.
If you have access to custom functions (you need FileMaker Pro Advanced), I'd do it like this:
Add the RemoveDuplicates function as found here (this is a recursive function that takes a list of strings and returns a list of unique values).
In the relationships graph, add another occurrence of your table and add an Application = Application relationship.
Create a calculated field in the table with the calculation looking something like this:
ValueCount(RemoveDuplicates(List(TABLE2::Program)))
You'll find that each record will contain the number of distinct programs for the given application. Showing a summary for each application should be relatively trivial from here.
I think the best way to do this is to create a separate applications table. So as you've given the data, it would have two records, one for A and one for B.
So, with the addition of an Applications table and your existing table, which I'll call Objects, create a relationship from Applications to Objects (with a table occurrence called ObjectsParent) based on the ApplicationName as the match field. Create a self join relationship between Objects and itself with both Application and Program as the match fields. I'll call one of the "table occurrences" ObjectsParent and the other ObjectsChildren. Make sure that there's a primary key field in Objects that is set to auto-enter a serial number or some other method to ensure uniqueness. I'll call this ID.
So your relationship graph has three table occurrences:
Applications::Applicaiton = ObjectsParent::Application
ObjectsParent::Application = ObjectsChildren::Application, ObjectsParent::Program = ObjectsChildren::Program
Now create a calculation field in Objects, and calculating from the context of ObjectsParent, give it the following formula:
AppCount = Count( ObjectsChildren::ID )
Create a calculation field in Applications and calculating from the context of the table occurrence you used to relate it to ObjectsParent with the following formula:
AppCount = ObjectsParent::AppCount
The count field in Objects will have the same value for every object with the same application, so it doesn't matter which one you get this data from.
If you now view the data in Applications in list view, you can place the Applications::Application and Applications::AppCount fields on the layout and you should get what you've requested.