3 Replies Latest reply on Apr 13, 2014 1:56 PM by RickWhitelaw

    Noob question on how to feed data from other forms

    bruceWaltsking

      Title

      Noob question on how to feed data from other forms

      Post

           Hello,

            

           I have been giving filemaker 13 a try before buying it to see if it can replace my excel workflow. So far I like that I can customize the fields and everything, but I must be really stupid not to be able to find an answer to my question by myself.

            

           I have entered a file "contact" in it, I have 2 test contacts. I have created an inventory file, with it some random items. Now when I try to make an invoice, why can't I pull info from my contacts (to select a customer) and from my inventory (for the goods)? There must be a way to do this, it just makes so much sense.

            

           Thanks for your time and don't be afraid to send me info on that!!

            

           B.

        • 1. Re: Noob question on how to feed data from other forms
          philmodjunk

               Do you really have one database file for contacts and one for Inventory? That's doing it the hard way, especially when you are new to FileMaker. Instead, go to Manage | Database | Tables and define different tables in the same file, then link them in relationships all in one file.

               I'm guessing from what little is in your first post that you want to set up a system for managing the sale of products from your inventory to your customers. The Invoicing starter solution that comes with FileMaker is already set up for this. You may be able to use it, or adapt it to your needs, or it may just be a good working example you can explore in order to get useful ideas to use in your own solution.

               The typical invoicing database is set up like this: (I"m using the table names that I recall from the filemaker 12 and 13 starter solutions so this will apply to both the starter solution and any file you might create "from scratch" to do the same thing.)

               Customers----<Invoices-----<InvoiceData>----Products

               However, I'm going to use my own field names as those used in the starter solution strike me as very unwieldy.

               Match Fields:

               Customers::__pkCustomerID = Invoices::_fkCustomerID
               Invoices::__pkInvoiceID = InvoiceData::_fkInvoiceID
               Products::__pkProductID = InvoiceData::_fkProductID

               With this setup, you can put a portal to InvoiceData on your Invoices layout and use it to list items purchased on that invoice. And the _fkCustomerID field can be used to link a given Invoice to a customer record so that you can show data from the customer table on your invoice table.

               That barely scratches the surface of what you need to make this work, but hopefully it can get you started in a better direction.

               For an explanation of the notation that I am using, see the first post of: Common Forum Relationship and Field Notations Explained

          • 2. Re: Noob question on how to feed data from other forms
            bruceWaltsking

                 Thanks for your time!

                 I still don't understand any of this, so I think I will try another program instead.

                 Have good day!

            • 3. Re: Noob question on how to feed data from other forms
              RickWhitelaw

                   Hi Bruce,

                    

                         Before giving up and moving on you should read the online help and manual. I understand Phil's post might seem hard to understand if you're a complete beginner, but with a little work you'll understand his excellent answer. A relational database is very powerful and worth pursuing. Perhaps google relational database theory as well. There are a few basic core concepts that, once grasped, will smooth the path ahead.