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auto populating data in a form with set & lookups using genie

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    #1

    auto populating data in a form with set & lookups using genie

    Hi, I am doing an employee pay salary per semi-month period, cut-off on the 15th, and end of month. My current problem is how to lookup data from the Employrate table so that the following fields from the Attendance table will automatically be retrieved (pls see attachments for tables, sets, forms, sample data):
    1. Attdate (date worked)= data from calendar (from having the StartDate entered, the embedded browse table will have the list of dates from the calendar table, e.g. SartDate=06/01/2009, so that Attdate will automatically be populated with dates 06/01/2009 up to 06/15/2009). This forces the user to just input from dates within the desired period
    = currently, I need to manually enter Attdate in the Attendance table. With manually entering the Attdate, I am able to lookup the proper info from the Calendar table (to give me Ppid, DateType), and from Xsrate table (to give me Factor, OT, ND fields), but am unable to lookup any data from the Employrate table.
    2. Rpd (Rate/day) and Rpm (Rate/month) = data from employrate table, to be chosen based on Attdate inputted so that the correct rate will be supplied (e.g. if Attdate=06/01/2009, Rpd=10.00, and Rpm=0.00; if Attdate=07/16/2009, Rpd=0.00 and Rpm=1000.00. Currently, it's not able to lookup from the employrate table and is giving me a value of 0.00)

    Current limitation: My situation requires that Dates & Time in/out data be manually entered.

    Form#1 from set employrate: Main table=Employees, embedded browse table=Employrate

    Form#2: from set employatt: Main table=Employees, embedded browse table=Attendance (the Calendar table doesn't come up in the list of table choices for the embedded browse genie)

    Employees table: contains employee data, each employee is given a unique EmployeeID
    Employrate table: contains rates validity per employee (rates can either be on a perday or per month basis)
    Period table: data is pre-entered
    Calendar table: data is pre-entered
    Xsrate table: data is pre-entered
    Attendance table: manually entered Date, RPDay, RPMnth (which I'm trying to figure out how to auto-lookup), and time in/out (designed to be manually entered); current auto-lookup from Calendar link & lookup: PeriodID, DateType; current auto-lookup from Xsrate link & lookup: Factor, OT, ND

    I am sure that my set is incorrect, considering that PeriodID is one-to-many relation to Calendar, but I don't know of any other way to link these correctly in the same set to use in my form. I tried linking Employees to Employrate using 1-many but it won't give me the data in the Attendance table either...

    Is there any way to accomplish my required outcomes using just the genie, without manual XBasic coding involved? I've never done coding at all and have usually just used the functions available...
    Thanks very much for anyone willing to shed some light on this...
    Tags: None
    #2
    Re: auto populating data in a form with set & lookups using genie

    Hi Anna,

    Trying so sort through your question I think your main problem is a lookup.

    There are different types of lookups so it is not clear from your screen shots what your method of data entry is.

    Have you looked in Alphasports invoice to see how the lookup is used there?
    Regards
    Keith Hubert
    Alpha Guild Member
    London.
    KHDB Management Systems
    Skype = keith.hubert


    For your day-to-day Needs, you Need an Alpha Database!

    Comment

      #3
      Re: auto populating data in a form with set & lookups using genie

      Hi Keith, yes I have and using the current Employatt set, I am able to post the correct data into the Attendance table from:
      1. Calendar table: by linking Date field in Calendar table to Attdate in Attendance table, I get the correct PeriodID, DateType
      Once there's a DateType, it also automatically gives me:
      2. Xsrate: by linking DateType field from Xsrate to DateType field in Attendance table, I get the correct Factor, OT, ND fields
      Problems:
      1. I currently use the employeeID field to link the Attendance table with the Employrate, I am just not quite sure why no data is being retrieved from the Employrate table using lookup and am wondering if it might be my set construction that's the problem...
      2. Periodid table: linked to Calendar thru Ppid field. Both the Calendar and Periodid tables data have been pre-entered, so from my Empatt form, I would like to be able to get the list of Calendar dates within a cut-off period (e.g. In the PeriodFr, I enter 06/01/2009, so my rows will show dates from 06/01/2009 until 06/15/2009 from the Calendar table, and then if I enter the TimeIn/Out data, automatic filling in of information will be done at the Attendance table - Date, Ppid, DateType, Factor, OT, ND.
      Therefore, all the user needs to do is change the time in/out record, without having to input the actual dates, and through the lookups, it will furnish all the required data...
      If there's anything else I need to furnish to make things clearer, pls let me know, thanks very much.

      Comment

        #4
        Re: auto populating data in a form with set & lookups using genie

        Hi Anna,

        I think you are at the point where a sample of your app would be better understood and could be worked on if you were to post it here.
        Regards
        Keith Hubert
        Alpha Guild Member
        London.
        KHDB Management Systems
        Skype = keith.hubert


        For your day-to-day Needs, you Need an Alpha Database!

        Comment

          #5
          Re: auto populating data in a form with set & lookups using genie

          Sorry, yes, should have done that in the 1st place... Kindly see attached file, thanks.

          Comment

            #6
            Re: auto populating data in a form with set & lookups using genie

            Hi Anna,
            I am just not quite sure why no data is being retrieved from the Employrate table using lookup and am wondering if it might be my set construction that's the problem...
            This would only be down to the construction of the lookup not the Set construction, as you dont need to have a table in the set to do the lookup.
            I would like to be able to get the list of Calendar dates within a cut-off period
            Please see thumbnail, I have used todays date function as the starting point to filter the calendar lookup by 15 days. You can make the filter far more complex by using other functions as the starting point to build the Between. See Date and Time Functions in the Online Help file.
            Regards
            Keith Hubert
            Alpha Guild Member
            London.
            KHDB Management Systems
            Skype = keith.hubert


            For your day-to-day Needs, you Need an Alpha Database!

            Comment

              #7
              Re: auto populating data in a form with set & lookups using genie

              Thanks, your solution got me thinking that I might need to add a variable and use that as the between dates for the filter... Thanks again for your help...

              Comment

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