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Week to view diary

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    Week to view diary

    Hi all.

    I'm attempting to create a weekly, day-by-day view of my JOBS file. This sits in an application for an auto-repairer, and represents vehicles booked in for work, for any given week - a kind of basic scheduler / daily jobs record.

    My first task was to create the view attached, with 7 browses each showing one day's worth of jobs from the JOBS file.

    I achieved this by putting together a set. The primary for the set was my REGISTRATION file (one record only - holds basic licensing data) to which I added 7 hidden date fields (Date 1, Date 2 etc.). The set then features 7 child-table 1-to-Many links - each based on linking the JOBS->Date (child) field to one of the Registration->Dates(1-7) (parent) fields.

    Success - I have created my basic layout, and have proved that each browse can display job data for a given day.

    My problem now is that I want to display further detail from any given JOBS record (e.g. task details, vehicle make/model/reg no, customer name etc.) in the area below the browses, when the user selects a record from any one of the 7 browses by clicking on it.

    I've experimented with conditional sub-forms, and/or using variables which are updated / refreshed as the user clicks a browse .... but basically I'm stuck.

    I'm not sure which event to use to kick off the process of fetching the record data and populating the detail area, or which of the above methods (or another) to use.

    Your advice would be greatly appreciated as always.

    Thanks in advance, Jem


    JobsDiary1.PNG

    #2
    Re: Week to view diary

    One suggestion Jem.
    I take it that the detail in the table behind the browse includes details of the vehicle/owner etc.
    If you add the identifier to the Browse but minimise it, OnDblClick, you can fire a Modal Form with the specific information displayed, using the "hidden" linking key.
    See attached for option 2. Not so pretty but it does the job I think.
    Attached Files
    Last edited by Ted Giles; 10-13-2011, 10:55 AM.
    See our Hybrid Option here;
    https://hybridapps.example-software.com/


    We are the
    Department of Sunshine and Rainbows!

    Hope restored, faith renewed, spirits lifted!

    Comment


      #3
      Re: Week to view diary

      Hi Ted,

      Thanks - I'll try putting the JobNo (like your ID) in the browse so it automatically refreshes on change ... and I'll let you know how I get on.

      Cheers Jem

      Comment


        #4
        Re: Week to view diary

        Hi Ted / all,

        I promised an update on my quest for a week-to-view diary, and here it is ...

        JobsDiary2.PNG

        I used a set with 8 child links to a single record 'registration' file to enable the contents of the job file to be displayed for each day of the week plus outstanding records, plus an expansion of the details for each job, shown at the bottom of the screen.

        Functionality includes ....

        - Single click on a job title refreshes the bottom-panel display.
        - Double click opens a job-edit form
        - The user can click above a daily browse to add a new job with that day's date
        - A list of outstanding jobs (those not set as complete, and dated before today's date) can be shown
        - At various points, the user can select a button to print out a job-sheet (report)
        - The user can quickly jump ahead or back one week (arrows), or return to the current week

        If anyone sees this as useful, I'm happy to share the 'how' with the gang - it would be good to put something back in to the Alpha community, in addition to asking numerous questions (daft and otherwise !).

        Regards to all, Jem

        Comment


          #5
          Re: Week to view diary

          Nice Job Jem
          I saw your first post on this and pictured other ways to handle it but found none as simple and automatic as your 7 date technique.
          Not having tried yours to assess how it feels I cant comment further - I'm willing if you want.
          I notice however that it doesn't seem to discriminate which of the highlighted jobs are reflecting in the details edit box. Maybe a conditional colour would help.
          Where does a new job get booked - edit a new line item in a column?

          Comment


            #6
            Re: Week to view diary

            Hi Ray,

            Yup - it would be great to get someone to test-drive it. I'll drop some un-necessary stuff out and send you the diary bits.

            My app features a separate, additional Edit screen which is a more standard list / edit arrangement, and which shows all records in reverse date order. .... but on the 7 day view the user can click the little square box above any given date, to open a form to enter a new record which is automatically dated.

            Speak soon, Regards Jem

            Comment


              #7
              Re: Week to view diary

              Excellent Jem.
              Can have a butchers and test drive when you are ready?
              See our Hybrid Option here;
              https://hybridapps.example-software.com/


              We are the
              Department of Sunshine and Rainbows!

              Hope restored, faith renewed, spirits lifted!

              Comment


                #8
                Re: Week to view diary

                But of course ... and all feedback for improvement is welcome - provided you're gentle with me :)

                ... also just noticed that you're from Louth ... my old stomping ground, having had relatives in Mareham-Le-Fen ....

                Speak soon, regards, Jem

                Comment


                  #9
                  Re: Week to view diary

                  Just outside Louth, in Fotherby actually.
                  Been here 10 years, and moved up from Bucks when I sold my consultancy business.
                  The only thing is that - thankfully - it's like going back in time, when people had time to chat and be friendly.
                  Drives people mad when you stop and natter on the crossing in Mercer Row
                  See our Hybrid Option here;
                  https://hybridapps.example-software.com/


                  We are the
                  Department of Sunshine and Rainbows!

                  Hope restored, faith renewed, spirits lifted!

                  Comment


                    #10
                    Re: Week to view diary

                    Hi Ted, Ray, all .....

                    The attached zip is (hopefully) all you need to understand how my week-to-view diary works.

                    On restore, the database will load with an autoexec'd Main Menu (part of a much larger app. designed for everything an indepent garage / repair shop would need).

                    To take a look under the bonnet (sic), hit CTRL-ENTER and provide the password ..... 'panel on' - this will open the Control Panel and show the Window bar.

                    This is very much under-development, so the cosmetics are pretty basic and there are no help notes yet. However, following the simple trails from the main diary screen should take you where you need to go. In particular, the structure of the set "Job_Diary_Set" will show you how I've linked two files (Registration <-> Job) in a number of different ways to get what I need.

                    Frontline[71].zip

                    Feel free to use the techniques etc. in your own apps - it would be great if you would drop me a line if this is the case, and in particular let me know if you see any opportunities for further developments and improvements.

                    Regards Jem

                    Comment


                      #11
                      Re: Week to view diary

                      Appointments for 12/13/14 don't show, but are there Jem.
                      Watch the Restore button. You may need to put some form of tracking on this as you can lose a whole bunch of data. Yoy might want to know why a restore was required. This could be a Housekeeping feature with a pwd to access it.
                      Not delved too deep as yet, but have you put any form of Audit on the Changes/Deletes?
                      It provides a history of events in a txt file, and an element of "self preservation" when old sausage fingers - sorry, valued customer - hits the delete button. (Did I really say that?)

                      Wait until you get on to the Stock control side with Onhand/Committed/Available/Reorder Qty etc.
                      Ahh! Happy days!

                      Sorry, one last thing. Do you plan to have a Logical View of the components in the application Jem?
                      By that I mean a schematic to prevent you going mad and raking over old ground. I use Visio, and Visual Paradigm Community Version which is FREE and very useful.
                      So is TOAD for data modellers.
                      See our Hybrid Option here;
                      https://hybridapps.example-software.com/


                      We are the
                      Department of Sunshine and Rainbows!

                      Hope restored, faith renewed, spirits lifted!

                      Comment


                        #12
                        Re: Week to view diary

                        And another thing!
                        I have a M/cycle shop app which links to the manuals for servicing as well Jem.
                        Easily done using a URL link in a list of fields.
                        See our Hybrid Option here;
                        https://hybridapps.example-software.com/


                        We are the
                        Department of Sunshine and Rainbows!

                        Hope restored, faith renewed, spirits lifted!

                        Comment


                          #13
                          Re: Week to view diary

                          Hi Jem
                          I had a run through
                          It looks, so far, very professional. At this stage it only
                          - keeps track of customers and vehcles
                          - Calendar of jobs booked
                          - Print Jobcard (mecahnics job sheet)

                          It ends with the Job Complete button?
                          From there it will be manual off the handwritten job sheet?

                          Are you still going to include;-
                          - stock control, parts ordering and purchases for jobs
                          - Costing of time and materials
                          - Estimating
                          - Invoicing

                          Other stuff like job history, mileage tracking - email reminders of next service also comes to mind.

                          Maybe I could add some things and get update back to you?

                          Comment


                            #14
                            Re: Week to view diary

                            Once you start developing, its a bit like painting a portrait.
                            How do you know when you've finished!
                            There's an old IBM saying that they used to drop into conversations;
                            "Don't try and teach a pig to sing. It wastes your time and annoys the pig"
                            I suspect they meant that it was not a good idea to tell people what they ought to have as opposed to what they actually asked for.
                            Personally I prefer the approach that I've probably seen more than they have so for me, prototyping and working with clients is the way fwd.
                            (Arrogance is one of my better features)
                            See our Hybrid Option here;
                            https://hybridapps.example-software.com/


                            We are the
                            Department of Sunshine and Rainbows!

                            Hope restored, faith renewed, spirits lifted!

                            Comment


                              #15
                              Re: Week to view diary

                              Thanks ! Ted and Ray ... I learn something every day when I get on the Alpha Forum (including humor!)
                              Great Sense of Humor Ted!

                              Jim
                              Truth between candid minds can never do harm. Thomas Jefferson
                              The more I study nature, the more I stand amazed at the work of the Creator. Louis Pasteur

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