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How to create a "remarks" box in a form?

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    #1

    How to create a "remarks" box in a form?

    We use Alpha Five for a customer database and invoicing. I want to add a box in a form in which the user can enter dated remarks about the customer currently being viewed, preferably with an automatic date, e.g.

    4/1/2005 Customer says he's not interested in upgrading.

    Each remark would appear on a separate line.

    The objective is to see an up-to-date history of customer contacts.

    I'm sure I could find this myself, but I don't even know what it's called! Can anyone here help?
    Tags: None
    #2
    RE: How to create a

    Hello Michael,

    I've done this before with memo fields, where the existing entries cannot be touched but you can add new entries. This begins with a memo field placed on the form. You make it read only. Now you would need to code via xbasic, bringing up a text object, I'd consider using the a5_memo_editor(), for the user to enter a new comment. Upon saving, your routine would date stamp it and probably insert it into the current memo before the other entries, depending on whether you want the comments displayed inverted or not. You can also do this with a rich text field, but this can bring extra complexities because of the rtf embedded coding.

    Good luck,
    Jim

    Comment

      #3
      RE: How to create a

      Thanks, Jim. I don't know xbasic, but I suppose this is a good time to learn, eh?

      Comment

        #4
        RE: How to create a

        Michael,

        I would suggest creating a separate table to store the comments in. You would have a unique identifier field for the table, a linking field (the customer ID), a memo field, and a date field.

        For the date field I would suggest in field rules:

        Data Entry Tab
        default value simple expression
        date()

        set default at start
        skip = .t.

        Then create a set to base your form on, one-to-many with the new table as the child.

        On your form, place an embedded browse for the child table. Set the browse as read only and add a button to 'add' the memo field data. Since you would be using a memo field, I would suggest the 'add' button open a separate form, or an xdialog to enter the new record into the memo table. This minimizes any corruption issues.

        Hope this gets you started.

        Good luck
        Cheryl
        Cheryl
        #1 Designs By Pagecrazy
        http://pagecrazy.com/

        Comment

          #5
          How to create a "remarks" box in a form?

          Hi Michael,

          Have you looked at Add Text to Memo Field or Add Text to RTF Memo Field.

          This is very powerful as you can a date and even add a User Name if you have got security set up.

          RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
          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

            #6
            I have tried the "Add text to memo field" but when I am creating the script it tells me "Object Name is Not Valid" even though the object name is right there on the drop down list! How can this be? I tried this with a memo field called NOTES and then another memo field I named MIKE. Both times, same result!

            Comment

              #7
              Memo field on forms

              Michael,

              I agree with Cheryl that for robust application it might be good to have the notes distinct, but I tend to not do that. I have appended an example that I use that is very simple, by adding a Memo field to your Table associated with your Customer Form. Check it out. I use this alot. Hope it helps.

              Mike W.
              Mike W
              __________________________
              "I rebel in at least small things to express to the world that I have not completely surrendered"

              Comment

                #8
                Mike this looks exactly like what I need. Thanks for attaching the example.

                Comment

                  #9
                  Mike, your example helped me out, too -- question, however: Can this be changed so that any of the lines can be edited? Thanks

                  Comment

                    #10
                    Not sure what you mean

                    Shawn,

                    You wrote: "Can this be changed so that any of the lines can be edited?"

                    I am not certain what you are asking, as there are no edit locks in this example. Maybe reword and detail, and I can get what you are refering to. Thanks

                    Mike W.
                    Mike W
                    __________________________
                    "I rebel in at least small things to express to the world that I have not completely surrendered"

                    Comment

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