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Post or Update Child Records

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    Post or Update Child Records

    I know I'm dumber than "a bag of rocks", I should be able to figure this out but just can't seem to.

    Alpha 5 Ver 9 Desktop
    One table for "Prospects" I mail to or make sales call on. A second table for what I call "Sales Actions". Maybe I make a mailing to just 25 or 30 on my Prospects list. I want to show in "Sales Actions" table the date of the mailing or Sales Action and what it was I mailed in Action field of Sales Actions. I have both tables in a set I call "Prospects & Actions". Each time I make a mailing I'm having to do the actions part on a Form based on set.
    WHAT A PAIN!

    I know there's an easier way to "post" or "update records" without having to go through each of the 25 or 30 on a form!

    I'm attaching a Word file showing the structure for each table as well as the set links.

    One New thing:
    When I mark a group of records how can I get a count of "marked" records?


    Please Help
    Thank YouA1-File Structure.pdf

    #2
    Re: Post or Update Child Records

    New thing, not the old thing.

    marked_records = A5_GET_RECORDS_IN_QUERY("your_table_or_set_name","marked()")
    There can be only one.

    Comment


      #3
      Re: Post or Update Child Records

      Many thanks, I'' give it a whirl.
      I loved your "If you're the smartest person in the room, you're in the wrong room."

      Comment


        #4
        Re: Post or Update Child Records

        The old thing.

        I know there's an easier way to "post" or "update records" without having to go through each of the 25 or 30 on a form!
        How do envision automating this? It is easy enough to create records in the sales_actions table. How would you specify which prospects were actioned and what action was taken?
        There can be only one.

        Comment


          #5
          Re: Post or Update Child Records

          Not sure I'm following? Did you look at file structure (and set structure) I attached? At one point I toyed with creating a new set based on Sales Action as Parent, and Prospect as child on a one to one.?

          Thanks

          Comment


            #6
            Re: Post or Update Child Records

            No, not on a one to one, but a second set Actions as the parent with multiple children. Because it's one sales action that's applied to multiple prospects!! Am I thinking right?

            Comment


              #7
              Re: Post or Update Child Records

              Yes, sales_action to prospect would be a one to one set. You would just have multiple matches to the prospect table prospect id. Often used for reporting purposes (called an inverse set), doesn't necessarily simplify data entry unless you know the prospect id's that you would use to create the sales_action records.

              In other words, in the inverse set, you would begin entering records by entering the prospect id, the date, and the action. The records would automatically be linked to the prospects table. That's the way a set works.
              There can be only one.

              Comment


                #8
                Re: Post or Update Child Records

                Hi Don,
                I did look at your pdf and noticed that you named your table with a space - it might be a good idea to remove that and perhaps call the table Sls_Acts.dbf or something along those lines to keep the filename.ext to the 8.3 conventon . I also read somewhere that proper naming of tables should not include the plural, ie. Prospect vs Prospects. You could do something similar with your field names to keep them to the 10 chars that Alpha prefers - maybe change Biz_descript to Biz_desc, and use field rules to give it a less cryptic name for your forms.

                If your sales actions are of a repetitive nature, you might want to create a table to serve as a static lookup list. In the static table you could have a default description field that can be copied and edited in the sales action table after the user selects it.

                Just some ideas FWIW
                Last edited by MoGrace; 06-12-2015, 08:00 PM.
                Robin

                Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

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