1 Reply Latest reply on May 20, 2017 5:44 AM by beverly

    how to show unlinked items in form portal

    PeterCortiel

      I have a deposit table and donations table and donors table

       

      When a new donation is entered the foreign key to deposits is empty

       

       

      2017-05-20_06-33-15.png

      Here i see all donations  which belong to this deposit slip.

       

      Now i in the donations screen I add 5 more deposit for example (they are not yet linked to a deposit slip)

       

      Then when I go back to the deposits form and add a new record I would like to see all donations not yet linked but now being linked to this deposit slip.

       

      How would I go about this?

       

       

      Thanks

        • 1. Re: how to show unlinked items in form portal
          beverly

          I use a join table called split_payments that links a payment (donation) to the invoice. This makes a many-to-many link so:

          • one payment can be "split" into different invoices (same client)

          • one invoice can receive many payments (splits)

           

          Sometimes one Payment goes to one Invoice and is payment-in-full. I still use the "split_payments" to record this.

           

               Invoices>-split_payments>-Payments

               ==================================

           

          Invoices::invoiceID_pk = split_payments::invoiceID_fk

               split_payments::paymentID_fk = Payments::paymentID_pk

           

           

          Invoices can use this join file. It's somewhat similar how a Quickbooks or other accounting software handles payments for products, services, etc.

           

          You may do something similar.

          Beverly