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Tried and Tried...

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  • Keith Hubert
    Re: Tried and Tried...

    Hi Diana,

    You have done very well but have got yourself into a bit of a mess.

    I have attached a thumbnail of a form that I copied to a new set which creates the project first and then does a lookup to the customer.

    With that link in place it will hold the Customer Id for that project.

    In the other set with the Customer as the parent you can see all Project child records. That is because they are all linked on the Customer_Id.

    I do hope this makes sense to you.

    Leave a comment:

  • Keith Hubert
    Re: Tried and Tried...

    Hi Diana,

    So how/where do they enter the new (multiple) project info so it stays attached to the customer
    That is the trick, you attach the customer to the project. Not as you are trying to do, and attach the project to the customer.

    Try and think of it like this, when you buy things online, you add things to your cart, when you have finished shopping, then you are asked for your details.

    I will have a look at your file, and I promise to be gentle with you.

    Leave a comment:

  • kyosadls
    Re: Tried and Tried...

    Keith, thank you so much for your time and patience. I am not a programmer by any means, just never could get into it. Believe it or not I've built numerous databases in Alpha and Access but never needed to build one that functioned like this. Your nickname made me smile, as I share the same sentiments about Alpha Five and convinced 2 customers to buy it so I could do these projects for them. You can understand my frustration and anxiety over this problem.

    Actually I did look at that set in Alpha Sports and I believe I have the set configured properly. I think my real problem is in creating the form. I attached a zip of the db so you can see what I've done so far.

    Now you say to "redesign the form to enable the user to find any customer which will then display all the projects in the browse for that customer"...but then couldn't really add a project to the browse and I'd have trouble with the billings link. So how/where do they enter the new (multiple) project info so it stays attached to the customer?

    I so much appreciate your help. I'm starting to lose sleep over this.

    Leave a comment:

  • Keith Hubert
    Re: Tried and Tried...

    Hi Diana,

    Imagine that you are doing this the old way with pen and paper.

    The page heading would be Project. There would be a space to enter the project Reference #. The date, followed by the Customer's Name and Address, etc. To get that info you would have to do a lookup, either to the customer because they were standing there while you were filling in the new sheet, or from a card index. Having got that data, you now start filling in the Project details.

    Look at the Invoice Set in Alphasports. That IS the best example of just what you need. Notice that for data entry, the Invoice which is the parent, has a unique ID, this record has the Customer (child table) linked to it by the unique Customer ID. Your Project Details (Invoice Items) would be the 1:N child table linked to the Project parent. Now you can see your Billings set is already made for you.

    Stop and think, .............. You need two Sets.

    Having got the data in, you can now view with the set you have which is Customer (parent) linked 1:N to Projects (child).

    So to make this clear you cannot use what you have as the Projects form to enter data for a new Project. Redesign this form to enable the user to find any customer, which will then display all the projects in a browse for that customer.

    It would be possible to add a new Project in the browse but you would be restricted to the amount of detail you could display. And you would have difficulty with the billings link.

    I hope that helps a bit. Many people make the same mistake in thinking that they need to make the Customer the parent in the set for data entry.

    Leave a comment:

  • kyosadls
    started a topic Tried and Tried...

    Tried and Tried...

    I created a db with 3 tables: Customer, Projects, Billings. The link for Customer to Projects is one-to-many, and Projects to Billings (Chargeables) is one-to-one. Created forms for each table within the set. Problem is I cannot get the Projects form's "Enter New Record" button to work properly. It should add a new project to that particular Customer but it (tries to) add a new Customer record as well. I dug through all the messages for something similar but I'm getting cross eyed. I looked at the Alpha Sports db but there's no example of using a form for this type of entry, just browses. Ideally, I'd be able to display a browse at the bottom of the Projects form that shows all the projects for that particular Customer and you could click on any to have it display in the form. Please Help! I need to get this one completed and get started on the next, which is much bigger.