3 Replies Latest reply on Jul 11, 2013 7:06 PM by schamblee

New Data Entry Layout

BobbyPatrick Jul 11, 2013 4:18 PM

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All,

New to FMPro so I need a little guidance.

I am setting up a database of contacts. My main page has a couple of portal records on it - including donations made.

What I want to do is set up a 'New Data Entry' layout, so I can enter donation information for a contact, and have that donation information show up on that donor's main contact card.

I can get it so that the information shows up, but the problem is that I cannot get the New Data Entry page set up so that I can enter a NEW donation for the same contact without having to DELETE the previous donation.

Any help is greatly appreciated.

1. Re: New Data Entry Layout

schamblee Jul 11, 2013 5:05 PM (in response to BobbyPatrick)

     Here is a sample databases I made last year. It uses a portal to enter donations.   https://www.sugarsync.com/pf/D9559058_790_729182087
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2. Re: New Data Entry Layout

BobbyPatrick Jul 11, 2013 5:18 PM (in response to BobbyPatrick)

Thanks. But that isn't really what I am looking for.

I want to be able to enter donations on one page, be able to see it on the donor's main page, and then have the donation entry page reset each time I create a new entry so that the new entry is not just editing the old donation entry for the same person.
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3. Re: New Data Entry Layout

schamblee Jul 11, 2013 7:06 PM (in response to BobbyPatrick)

Create a donation layout. I assume you have a relationship between the dornor and the donations table. On your donation layout you would have a drop down list which will list the donors, which links your donation to your dornor by the key field, a date field, and amount field. If you don't have any relationships setup you can take a look at this link http://www.filemaker.com/help/html/relational.11.2.html. You could then use a portal on the donor layout that list all donations.
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