Button to create parent record, get id and place id in child record

[DDPMarc]

HI all,

I'm working on my very first button, and once I get this, I'm sure to use this same process hundreds of times elsewhere.

I'm working from the detail view on a grid based on a Customers table and what I want to do is have a button that concatenates Account+"_"+Dove_Account into a variable then creates a new record in Group_Accounts (there are only 2 fields group_account_ID and Group_Name) then places the variable in the Group_Name field, save the record and captures the created id in a variable to bring back to the original record where the button was clicked and enters the id variable in the group_id field to join the 2 records.

Any assistance is appreciated.

Marc

[mixter]

Re: Button to create parent record, get id and place id in child record

Sounds like you will be needing to write some SQL queries to do all that.

Can trigger using your button click event and run some server side xbasic and even then return some javascript via callback to do stuff in your browser (e.g. refresh grid, etc)

See the code I posted here, which was for deleting a record using connection.execute
http://msgboard.alphasoftware.com/al...d.php?110280#5

The concept is similar to how you could achieve your goal
Write your SQL code
Run it using connection.execute

Also, you don't have to use stored procedures on the backend if you don't want to (or if your database does not support SP's)
You can create the SQL statements in Xbasic and then run them on the database using the connection object.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

Thanks for the reply Mixter, It is going to take me a little bit top wrap my head around it. I'm finding out that AA is not as easy to use as I thought is was going to be.

[GGandhi]

Re: Button to create parent record, get id and place id in child record

Thanks for the reply Mixter, It is going to take me a little bit top wrap my head around it. I'm finding out that AA is not as easy to use as I thought is was going to be.

Learning curve, as time goes on it gets better.
Back to your post where does the account and dove_account come from, account is probably an account number from customer! but dove_account? Unless it is something I should know, as every one should.
And what is your database back end dbf or SQL?

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

Account is the account name from customers table, dove_account is the account number from customers table.It isn't the id in this situation but where all of the data is coming from it is.

I'm building a utility program that manipulates the data from our CRM and preps it to be added to to an ecommerce system.

[GGandhi]

Re: Button to create parent record, get id and place id in child record

you need to create an ajax callback to insert the data into the second table and grab the last_insert_id and then update the first table the corresponding field.
this all can be done via xbasic, inserting the last_insert_id can be done as a trigger after insert if you like. but if you go that way make yourself a comment in the xbasic function so that when you come back you know what you did. otherwise you will forget.
if you are not able to do post back I will post a screencast.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

Govindan,

I like this approach, it sounds exactly like the way I have it programmed in my original program written in FMPro, but obviously the language it quite different. If you would post a screen cast it would be very much appreciated. I will surely be rewriting this for many other functions

Thanks,
Marc.

[GGandhi]

Re: Button to create parent record, get id and place id in child record

take a look at this screencast:
http://screencast.com/t/SXRwz1jd

I am assuming you are using sql backend. you did not answer that part in my last question.

        dim current_id as n
	dim account as c
	dim dove_account as c
	dim account_dove_account as c
	
	current_id = e._currentRowDataNew.id
	account = e._currentRowDataNew.account
	dove_account = e._currentRowDataNew.dove_account
	account_dove_account = account+"_"+dove_account
	
	'add record to the second table and get the primary key
	dim cn as sql::Connection
	dim result as l
	
	result = cn.Open("::Name::Alpha_mysql")
	if result then
		dim sqlInsert as c
		dim args as sql::Arguments
		dim new_id as n
		sqlInsert = "INSERT INTO dpmc2 (account_dove_account) VALUES (:NEWacctDoveAcct)"
		args.add("NEWacctDoveAcct",account_dove_account)
		result = cn.Execute(sqlInsert,args)
			if result then
				dim sqlSelect as c
				sqlSelect = "SELECT LAST_INSERT_ID()"
				result = cn.Execute(sqlSelect)
				if result then
					dim rs as sql::ResultSet
					rs = cn.ResultSet
				new_id = rs.data(1)
				dim sqlUpdate as c
				sqlUpdate = "UPDATE dpmc1 SET other_id = (:NewID) WHERE id = (:NEWcurrent_id)"
				args.add("NewID",new_id)
				args.add("NEWcurrent_id",current_id)
				result = cn.Execute(sqlUpdate,args)
				if result then
					addLink = "alert('link created');"
					else
					addLink = "alert('could not create link');"
				end if
				else
				addLink - "alert('Could not insert into the table!');"
			end if
		end if
		cn.close()
		else
		addLink = "alert('Could not connect to database!');"
	end if

[mixter]

Re: Button to create parent record, get id and place id in child record

Thanks for the reply Mixter, It is going to take me a little bit to wrap my head around it. I'm finding out that AA is not as easy to use as I thought is was going to be.

Well it can be very easy if you use it in the way the builders are structured to be used.

As a lateral approach, can you apply some flexibility in your design?

Perhaps go through all the grid builders, etc, and see what is possible to build, and base your app more on that.

Let's talk less about the nitty gritty implementation, and more about what you actually are trying to achieve in the bigger picture...

Explain more about your data

I understand Customers table

but where does all this bit come from?

Account+"_"+Dove_Account

Where does is Account and Dove_Account come from?

are either of these two fields coming from the customer table?

I understand you want to concatenate them together and then append into Group_Accounts table, into Group_Name field.


Could you do the following.... (based on a few of my limited understanding assumptions)

in Customer grid, you already have [Account]

Somewhere else on the grid, either in the same row, or in a freeform area, display an unbound dropdown control (not bound to the customers table) that is fetching data for the lookup for the Dove_Account

So you already have your two pieces of data, the customer.[Account] (a row in the grid)
and the Dove_Account (selecting from a dropdown)

Now you could just but a button on the customer row.

on click the button, you could have some validation that a value has been entered into Dove_Account

and if it passes that, then let the code flow through to create and run an Append query in SQL that inserts your value into the Group_Accounts table, into Group_Name field.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

@Govindan ,

Thank you so much for the post and screen cast. That is exactly what I am trying to accomplish. I will dig into it in a little while when I'm free'd up.

@Mixter

All of the data for this utility program I am putting together comes from my office CRM and is being reformatted and linked to other data to be added to an eccomerce site. All of the data in my original post is from the Customer table, which I will soon be added linked Contact's table, Sub_contacts table, addresses, so that they can bee added to the website via API functions (click a button). The group_accounts is so I can put accounts (Customers) into groups, some (not many) of them share the same product catalogs. the group_accounts table is basically my join table for a many to many relationship. The concatenated group_name is used when I name their product catalog. The only products in our customers catalogs are what they are quoted. Each customer has their own price for each item.

I also have a master Products table I'll be adding where all of the product information is stored and linked to the custom_catalog table where the product info is linked but the customer prices are set up.

To answer you question Account is the Account Name. Dove_Account is the CRM Account_Id (Customer_id). This must go with the data to the website because there is another utility that downloads sales orders from the website via the API on a schedule (every 15min) and imports them into the CRM for processing by sales support, purchasing etc........

The concatenated Account and Dove_Account is just a naming convention I came up with so it is easy to select the catalog on the website from a list in the settings. It also makes it nice for searching situations as the id is always visible and easier to search by than just a name.



This is pretty much what my set up is going to look like.

Customers>---Group_Accounts---<Custom_Catalogs>----Products

Customers---<Contacts---<Sub_Contacts

Customers---<Addresses



What this utility allows me to do is export the raw data form our CRM in its format, then when I am done coding this, import it into the desired tables and automatically formats it into the format the website needs. Example1: the CRM Customer table has Name_First, Name_Last the website only has Name. Example2: The CRM address table has Name_First, Name_Last, Street1, Street1, the website has Street1, Street2, and a description field. So I build a description based with LTRIM(NAME_FIRST-" "+NAME_LAST-" "+STREET_1-"")

Eventually I won't have to export data from the CRM into this utility then add to the website via the API. I will have access to the CRM API and the website API so all I'll need to do is open the utility find the customer they want me to add to the website and click a few buttons and they are on the site. In the mean time I am rebuilding the current program I built with FMPro with AA as a learning project for AA as it will soon be my main programming software.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

Ok, so I've written the code, How do I attach it to the button on the onClick?

[GGandhi]

Re: Button to create parent record, get id and place id in child record

I am tempted to say do a little research, but that is not polite.
if you watch my screencast I said on the onclick event I created an xbasic function
that is what you do.
on the onClick event of the button, click the eclipses on the right hand side, select ajax callback and javascript in the next popup, then select ajax callback, and in the next popup add your function name and create a template by clicking the links on the left hand side and copy into xbasic functions using paste method. and click and save as many times needed to get back.
then open the xbasic you will see the function, put the code you wrote there in between the declaration and the end.
descriptive? but I am not taking chances for you to miss anything.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

I am tempted to say do a little research, but that is not polite.

I actually find that to be a funny statement. That's pretty much what I've spent the better part of three weeks doing, but the documentation for AA pretty much draws a high vacuum. That is a pretty sad statement!! Documentation-or-Lack-There of. I'm sure you are aware of this. You seem to have been around here for a while.

I don't want to sound rude either, but I hope I don't get blasted every time I ask a question.

In any event I appreciate the assistance.

[DDPMarc]

Re: Button to create parent record, get id and place id in child record

Ok, so I have everything working good, and added a few more lines to it and comments and wanted to post my working code back here.

function createGroupAccount as c (e as p)
	
	'debug(1)
	
	dim customer_id as n
	dim account as c
	dim dove_account as c
	dim group_name as c
	dim id_group as n
	
	customer_id = e._currentRowDataNew.Customer_ID
	account = e._currentRowDataNew.Account
	dove_account = e._currentRowDataNew.Dove_Account
	id_group = e._currentRowDataNew.id_group
	group_name = account+"_"+dove_account
	
	
	'add record to the group_accounts table set group_name(concatenated   account+"_"+doveaccount)and get the new primary key to update customer record for data link
	
	dim cn as sql::Connection
	dim result as l
	
	result = cn.Open("::Name::evo_utility_db_connection") 'connect to database with named connection
	
	if id_group > 0  'Check to see if a group account id is present
		createGroupAccount = "alert ('A Group Account has already been made for this Customer')" 'if id is present show alert and end script
	else
		if result then 'if no id is present continue with function
			dim sqlInsert as c
			dim args as sql::Arguments
			dim group_id as n
			sqlInsert = "INSERT INTO group_accounts (group_name) VALUES (:NewGroup_Name)" 'add new record to group_accounts and enter account and dove_account as group name
			args.add("NewGroup_Name", group_name)
			result = cn.Execute(sqlInsert,args)
			if result then
				dim sqlSelect as c
				sqlSelect = "SELECT LAST_INSERT_ID()" 'get the last inserted id
				result = cn.Execute(sqlSelect)
				if result then
					dim rs as sql::ResultSet
					rs = cn.ResultSet
					group_id = rs.data(1)
					dim sqlUpdate as c
					sqlUpdate = "UPDATE customers SET id_group = (:NewGroup_ID) WHERE Customer_ID = (:NewCustomer_ID)" 'update customer with new group_accounts group_id in the id_goup field
					args.add("NewGroup_ID",group_id)
					args.add("NewCustomer_ID",customer_id)
					result = cn.Execute(sqlUpdate,args)
					if result then
						
						createGroupAccount = "alert('Your new Group Account was created!');"
					else
						createGroupAccount = "alert('Could not create new Group Account!');"
					end if
				else
					createGroupAccount - "alert('Could not update id into the Customers table!');"
				end if
			end if
			cn.close()
		else
			createGroupAccount = "alert('Could not connect to database!');"
		end if
	end if
	
end function

However I am trying to figure out how to get the detail view to update once the new group_id has been added to the id_goup field. I'll save this for a new thread.

Thanks...

[mixter]

Re: Button to create parent record, get id and place id in child record

nice work :)