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Select Primary Record

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    #1

    Select Primary Record

    In my application I have a "Contacts" table which contains the names and contact info for each person at each company I deal with. I also have a "Company" table which contains the company information. I have made a form which shows the company info and basic contact info for one person at each company "Main Page". I have also made another form that shows the detailed contact info for all contacts at each company "Contact Page". All contacts are listed in a browse. Click on the persons name and the detail are displayed in the fields on the form.

    I want to have a checkbox on the form that will allow me to designate who the Primary Contact is for that company. Checking the box will make that record appear as the contact in the "Main Page" form. When the checkbox is clicked, it should automatically deselect any checked box for a different contact within that same company.

    I like the checkbox idea better than a drop down list but am not exactly sure how to get this rolling. I hope this makes sense. Any thoughts?
    Tags: None
    #2
    Re: Select Primary Record

    All contacts are listed in a browse.
    I want to have a checkbox on the form
    You need a checkbox in the browse since that is where the child table records appear.
    There can be only one.

    Comment

      #3
      Re: Select Primary Record

      I have tried that already but it allows multiple records to have checked boxes. Only want one record per company to have a check in the box.

      Comment

        #4
        Re: Select Primary Record

        Are you storing basic contact field values for the priimary contact inside the company table? If not, how are you populating the basic contact field values in your "company" form?

        Comment

          #5
          Re: Select Primary Record

          Originally posted by Quinlivan View Post
          I have tried that already but it allows multiple records to have checked boxes. Only want one record per company to have a check in the box.
          I was pointing out that the form is not the place to have the checkbox. Now you need something to uncheck any other checked boxes when you check a box in the browse.

          I'll have to look for an example.

          Check this thread. discussion of using the Events Event in embedded browses to handle an onchange situation.
          Last edited by Stan Mathews; 10-30-2009, 08:37 AM.
          There can be only one.

          Comment

            #6
            Re: Select Primary Record

            Tom... Company table contains only two fields, "Company_Name" and "Company_ID". Company table is parent to Contact table via one-to-many. Could this possibly be part of the problem? I am new at this and figuring out the intricacies of Sets via trial and error.

            Comment

              #7
              Re: Select Primary Record

              There's no problem, just trying to figure out what you've got. There are several ways to achieve your goal, but most will involve special coding.

              Later on...

              If you have some programming experience developing a solution that matches your design will be a good learning exercise. If you don't then you might want to try a non-programming solution. If you add fields to the parent table to hold the primary contact name you can define a filtered table lookup field rule that would permit the user to choose the primary contact from a short list of all the contacts for that one company. This creates a bit of redundancy because the primary contact info is now in two tables, but it would be easy to implement.

              If you prefer a programming solution, zip a copy of your database and point us to the tables involved. Use dummy data to protect the privacy of your live data. You can attach the zip copy to a reply post in this thread. Use the Go Advanced button to open a more advanced message editor, that lets you manage your attachments.
              Last edited by Tom Cone Jr; 10-30-2009, 11:08 AM.

              Comment

                #8
                Re: Select Primary Record

                Tom, tell me if you think this may work. First, add fields in the Company Table to hold basic contact info.

                1. If checkbox is clicked to .t. fires onchange event.
                2. Changes all values in field to .f. for records with matching Compmay-ID.
                3. Sets field value for current record to .t.
                4. Sets field values of contact info fields in Company Table to that of what is in the Contact Table for current record.

                It sounds easy but not sure how write. Do I use variables or indexes??? Will see if I can get to work if you think this sounds ok.

                Comment

                  #9
                  Re: Select Primary Record

                  Tom... I was able to get it to work with Action Scripting. Used variables and custom queries to find and hold numbers and set the field values to where they needed to be.

                  1. Set variable to Contact_ID
                  2. Set Variable to Company_ID
                  3. Run Custom Query to find the one record that had .t. in primary contact field.
                  4. Set field value of queried record to .f.
                  5. Save Record
                  6. Run Custom Query by Contact_ID in variable to bring up the original record.
                  7. Set field value of queried (original) record to .t.
                  8. Save Record
                  9. Run Custom Query by Company_ID to repopulate browse.

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