4 Replies Latest reply on Jun 6, 2016 2:56 PM by RolandGomez

    Serial Number Group Upload and Popups!

    RolandGomez

      Hello Everyone!

           A little bit of a stump and I'm sure for you pros out there this won't be too difficult. So here we go...

       

           I am uploading loads of data into filemaker (real estate transactions). Each record is being assigned a serial number automatically. No problem, works like a charm. These transactions I have a few hundred calculations happening to each one individually to obtain some pretty sweet income tax saving data. We then turn around and print them out, mail them out, and call the property owners to see if they're interested in our services. Score, right? Right. Okay so here's the two little things I need to track (I'm trying to have the foresight for future issues):

       

           1) I need to be able to essentially assign a GROUP serial number. In other words, which group is this particular record apart of? Was it my first upload? second upload? 45th upload?  Obviously I can just insert this into the excel file and upload this particular piece of information, but let's pretend I am no longer working at this company in a few months...will the next person no to do this? nope. I need a script to handle this automatically. So my next upload...all 500 records have the same "group ID record". This will be greatly beneficial to search at a later date. I guess I could just search by date created...

       

           2) Duplicates. This is an easy one right? Search, go to field, insert "!" into a field, bam they show up. Fine whatever...but what about a pop up after the upload that requires an individual to view these particular records that are duplicates? Pop ups, how do I do that?????

       

      Thanks for any help you may be able to provide!!!

       

      best regards,

      -Roland

        • 1. Re: Serial Number Group Upload and Popups!
          coherentkris

          1) search by creation date sounds like the way to go but, if you are using import records script step there is a way..

          Create a script for the import thats does the import, finds records just imported, then uses replace field contents to set a group serial field to a serial

          number.

          i.e

          import

          (you are automatically in a found set of all affected records after import)

          find recently imorted (if needed)

          set var = serial number

          replace field contents ( serial field ; var )

           

           

          2) Duplicates. This is an easy one right? Search, go to field, insert "!" into a field, bam they show up. Fine whatever...but what about a pop up after the upload that requires an individual to view these particular records that are duplicates? Pop ups, how do I do that?????

           

          Script a find after the import that isolates the duplicates and prompts the user with Custom Dialog whether they want to view them

          • 2. Re: Serial Number Group Upload and Popups!
            erolst

            1. After an import, the import records = found set. So create a number field and use a script:

             

            Set Variable [ $max ; ExecuteSQL ( " SELECT MAX ( importNo ) FROM RealEstate " ; "" ; "" ) ]

            Replace Field Contents [ RealEstate::importNo ; no dialog ; by calculation: $max + 1 ]

             

            A variation: create an Import table, with just a date (auto-enter current) and a primary key; add a foreign key to your other table, and use

             

            Go to Layout [ Import ( Import ) ]

            New Record

            Set Variable [ $id ; Import::id )

            Go to Layout ( RealEstate ( RealEstate ) ]

            Replace Field Contents [ RealEstate::id_import ; no dialog ; by calculation: $id ]

             

            This table would be a convenient log of your imports over time.

             

            Optimally you would handle the entire import with a script of which the above steps would be a part.

             

            2. You mean a custom dialog? Handle finding (constraining) duplicates also via this script, and if there are any, show a dialog.

            • 4. Re: Serial Number Group Upload and Popups!
              RolandGomez

              1) I'll give this a shot. I appreciate your help!!!!

               

              2) yea a popup is what I'm looking for. Coherentkris's response is pointing me in that direction.