2 Replies Latest reply on Jun 2, 2009 3:04 PM by cpcnw

    Just getting started!



      Just getting started!


      Hi All,


      I am just getting started with FM and would like a little help with setting up a small DB.


      I think I need a 'Front End' where some of the info will remain static once entered





      Record Number


      There will also be some drop down boxes for selecting activity such as 'Buy Currency' 'Sell Currency' then associated with those actions the date, the amounts, the receipt number.


      What may happen is that the same customer may come in on subsequent occasions and make another transaction so a quick post code lookuip will find the customer. Their previous transaction will be displayed in table form below their details. Another transaction takes place and the table shows that transaction also.


      I am guessing that the transactions will be in a seperate DB in table format and that the info would be linked to the record number in the 'Front End' DB


      Well, thats the basics of it - any help or suggestion would be appreciated, if there any examples I can look at or articles to get me started that would be great.


      I have so far just set up the name, address, postcode and made it look nice but obviously I have some way to go yet :)







        • 1. Re: Just getting started!

          You will need at least two more tables: Buy Currency and Sell Currency.  In the Buy Currency table besides what ever fields you need (date, amount, etc) set a field called, _kp_Buy CurrencyID.  Make it a number field that auto generates serial numbers.  This will give each of your transaction records an ID, very similar to an invoice number.  It is called a primary key.    Also create _kf_Customer Name.  For every transaction there should be a customer associated with it.  For the Buy Currency table all you need is the name.  The in Database management dialog, go to the relationship tab and link _kf_customer name in BUy Currency table to Customer name in the Customer table. 


          In a layout pulling data from customers.  Insert a portal that pulls records from Buy Currency.  Sort it on _kp_Buy_Curreny_ID in descending order and select how many rows you want (aka how many records you want displayed).  Put what ever fields you need in that portal.  Since it is sorted in descending order the latest transaction by a customer will be first in the portal.


          This is just a general instructions to set up what you are looking for.  Adjust as necessary.  Hope this helps.  A book on FileMaker mite be more usefully when you first start then the forum.  FileMaker Bible is pretty good.   

          • 2. Re: Just getting started!
               Thanks for the suggestions / help. I think I need to do alot more reading and some worked examples of easier tasks to build up to what I need to achieve - however I will try and interpret your instructions then ask agian if I may?