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How to Embed Browse from a Set?

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    How to Embed Browse from a Set?

    If I embed a browse onto one of my forms, I can only select the Primary Table under Object Definition on the Setup tab. This works fine, except that I need to embed a browse that calls on more than one table. I can create the browse layout that I need by basing it on the appropriate set, but I am not allowed to specify that set as the source for the embedded browse object; therefore I cannot then use the named browse layout that I create from the set. Does anyone know of a way around this issue?

    2017-09-12_17-06-58.png

    Mack Peirson
    RoadMAP CRM

    #2
    Re: How to Embed Browse from a Set?

    What table/set is the form based on?

    The form should be based on the set which includes the all the tables needed.

    You can then include browses for children of the set that are based on the table of the child.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


      #3
      Re: How to Embed Browse from a Set?

      Hi Malcolm,
      This is where an xdialog xml version of that browse would come in handy. The script is created from the stand alone browse which can then be adapted to use in an embedded xdialog on your form. Or you could just use the xdialog. I have been successful in adding search features and such; if you are interested - upload your tables.
      Robin

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

      Comment


        #4
        Re: How to Embed Browse from a Set?

        Al,

        Thanks, but that is still not it. I can create an embedded browse from any single table in the set, yes. I am already doing that. What I need is to be able to create a browse that uses two of the linked tables, as I want to include Activity information (from one table) and Contact information (from another table). My set has five tables, and each is linked to all of the others; in my application a user can get to the information needed directly from any of the several screens (Companies, Contacts, Opportunities, Activities, Notes, etc.). I cannot build an embedded table using more than a single table. Maybe I am just not looking in the right place, or maybe it is a functional limitation of the relations in Alpha and I need to go at it a different way.

        Mack Peirson
        RoadMAP CRM

        Comment


          #5
          Re: How to Embed Browse from a Set?

          Can you create a saved browse and use that instead?
          There can be only one.

          Comment


            #6
            Re: How to Embed Browse from a Set?

            What is the linkage between the 2 tables?

            One to one?
            One to many?
            Al Buchholz
            Bookwood Systems, LTD
            Weekly QReportBuilder Webinars Thursday 1 pm CST

            Occam's Razor - KISS
            Normalize till it hurts - De-normalize till it works.
            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
            When we triage a problem it is much easier to read sample systems than to read a mind.
            "Make it as simple as possible, but not simpler."
            Albert Einstein

            http://www.iadn.com/images/media/iadn_member.png

            Comment


              #7
              Re: How to Embed Browse from a Set?

              Stan,

              I can create the browse I want from the set, but the form editor will not let me select that browse; it seems to allow only named browses from a single child table (see the snapshot of the dialog box in the editor on my earlier post).

              Comment


                #8
                Re: How to Embed Browse from a Set?

                Al,

                The set structure looks like this:

                2017-09-14_21-48-38.png

                There are other, similar sets for each of the tables. What I want to do is have an embedded browse that pulls data from the Activities and Contacts tables, displaying a list of Activities specific to the selected company (only).

                Comment


                  #9
                  Re: How to Embed Browse from a Set?

                  Your previous screenshot shows the dialog for editing the properties of a browse object on a form.

                  When initially placing a browse on a form you can choose Object from the menu, New, Browse, and get a different dialog. In that dialog you should be able to select any saved browse for the set.

                  Image 5.png
                  There can be only one.

                  Comment


                    #10
                    Re: How to Embed Browse from a Set?

                    Stan,

                    Maybe I am just slow, or maybe I am missing something. When I choose Object > New > Browse, I get the same dialog box. If I drag and drop from the Toolbox bar I also get the same menu. In no case can I access the named browse that I am after. Here are several screen shots showing what I see:

                    This is the named browse that I want to use:

                    2017-09-15_9-29-27.png

                    Activity_List_Names is based on the set activ_main

                    This is the form where I want to use that browse as an embedded object:

                    2017-09-15_9-30-25.png

                    The form Companies is based on the set comp_main

                    These are the saved browses that show as available:

                    2017-09-15_9-34-18.png

                    All of these are saved browses from the top level table in the set only.

                    If I change to looking at the child table Contacts in the dialog box:

                    2017-09-15_9-35-42.png

                    I can still only choose named browses based on that single child table.

                    What I need to do is get at the named browse that is based on the set. I thought that I may have erred in that I first built the browse that I wanted based on the Activ_Main set. Thought that I should have done it using the Comp_Main set instead, the same as the form is based on. I did that, and I still get the same results shown above, I cannot select the named browse that I want, if it is based on a set instead of a single table.

                    I am thinking that maybe I need to start over and build this as a dialog box. That may be a challenge for me, as there seems to be a problem in addressing records that are not found by a pointer to a record in a single table.

                    Mack Peirson
                    RoadMAP CRM

                    Comment


                      #11
                      Re: How to Embed Browse from a Set?

                      Maybe I'm misunderstanding as well. Attachment is a copy of the AlphaSports database. Unzip to a new location and open in Alpha. You should find a form, test, based on the invoice.set with saved browse based on the invoice set displaying data from the product and vendor tables.

                      AlphaSports.zip
                      There can be only one.

                      Comment


                        #12
                        Re: How to Embed Browse from a Set?

                        Malcolm

                        Thanks for the screenshots.

                        As Stan noted, you can open only browses based on the same set as the form. Your situation has two different sets.

                        As Robin noted in post 3, You can use the XML browse to do what you want. It's a bit more work, but will accomplish what you are looking for.

                        I've done a bunch of them, so it must be easy....
                        Al Buchholz
                        Bookwood Systems, LTD
                        Weekly QReportBuilder Webinars Thursday 1 pm CST

                        Occam's Razor - KISS
                        Normalize till it hurts - De-normalize till it works.
                        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                        When we triage a problem it is much easier to read sample systems than to read a mind.
                        "Make it as simple as possible, but not simpler."
                        Albert Einstein

                        http://www.iadn.com/images/media/iadn_member.png

                        Comment


                          #13
                          Re: How to Embed Browse from a Set?

                          Looks to me like you're trying to embed a browse based on one set into a form based on another set. Don't think this is possible.

                          You can embed a browse based on one of the tables within a set, but not from a 'foreign' set. Do you need to redesign your master set to replicate the behaviour of your 'sub-set'?

                          Comment


                            #14
                            Re: How to Embed Browse from a Set?

                            Originally posted by armasoft View Post
                            Looks to me like you're trying to embed a browse based on one set into a form based on another set. Don't think this is possible.

                            You can embed a browse based on one of the tables within a set, but not from a 'foreign' set. Do you need to redesign your master set to replicate the behaviour of your 'sub-set'?
                            Jon

                            As noted, the XML browse is another option if needed, but not part of the choices from the menu that Malcolm has selected.

                            To start out,

                            Browse in design mode.
                            menu navigation:
                            Browse
                            Advanced
                            Show XML definition
                            Create Xdialog with embedded browse
                            Al Buchholz
                            Bookwood Systems, LTD
                            Weekly QReportBuilder Webinars Thursday 1 pm CST

                            Occam's Razor - KISS
                            Normalize till it hurts - De-normalize till it works.
                            Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                            When we triage a problem it is much easier to read sample systems than to read a mind.
                            "Make it as simple as possible, but not simpler."
                            Albert Einstein

                            http://www.iadn.com/images/media/iadn_member.png

                            Comment


                              #15
                              Re: How to Embed Browse from a Set?

                              Gents,

                              Thanks for all the comments. I do think that the original problem was that I was using one set for the form, and another for the browse. I re-created the browse using the same set as the form, and I can access the browse to insert it as an embedded object. Now I need to work on it to get the right display and filtering.

                              Unfortunately, I have to leave for a week-long business trip, and I may be able to work on RoadMAP (my application) a bit while gone, but most likely not. As soon as I can get to it I will post a note as to my results.

                              Mack Peirson
                              RoadMAP CRM
                              www.RoadMAPCRM.com

                              Comment

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