Filemaker Diary/Appointment Layout

Discussion created by ebrown212 on Feb 15, 2018
Latest reply on Feb 20, 2018 by ebrown212

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Hi, I'm fairly new to filemaker and I am trying to create some form of calendar or diary within my data base. My company has mobile engineers who need to go to multiple appointments per day therefore I need away to book appointments for my clients at a date and time. I have a clients table and fields for name, address etc along with Date, Time, Engineer within that table. I have looked into integrating a google calendar or purchasing a calendar such as seedcode however they are more monthly calendars which is not specific enough for what I need.

The Image is to illustrate what I mean in terms of layout. In each field I would like to display clients name/postcode however I have tried copying to clipboard but only one of fields will paste. This diary must also be adaptable so that I can add more weeks as the year goes on.

So far I have tried having a portal instead of a field (the white boxes) but I cannot get it to display the name/postcode field for more than one client.

I need a button or script or function that would allow me to click on a field and add the details of my customer so that I can see what appointments are available or booked.

Any Ideas on how I can go about creating customer appointments would be much appreciated.

Thanks

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philmodjunk Feb 15, 2018 11:36 AM

I believe that some third party calendar tools either support this layout or can be adapted to show this. What you show in your "mock up" could be as simple as 7 portals arranged side by side to show related records where each record is an Hour for a specific date and the portals list all records for a selected date.

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ebrown212 Feb 17, 2018 7:03 AM

Thank you for your response.

Please forgive my ignorance as I am still learning filemaker.

My related records table would be my clients table so how would I make each record an hour or a date as you say?

This is an image of the bottom section of my clients table where I can select the date, time and engineer for my appointment I just need mimic this information on my calendar table.

Kind Regards

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jbrown

@ ebrown212 on Feb 20, 2018 4:05 AM

Hello.

Have you been able to find any answers? Or did you figure things out?

SOrry I haven't responded to this.

Calendars can be tough to put together using just FIleMaker fields and such. They can be done, but it is a bit tough.

First, you'd probably want to make, by the way, an Appointments table that holds the primary key of a client and the date/time/engineer, if you haven't done this already. That would give the 'past appointments'

On your calendar layout, each box that you have could be a portal, and that portal is filtered on the date field and the user above AND on the time to the left. You would relate to the appointments table, create a single-row portal and filter as described here.

This is pretty tedious, but it can be done.

I'll put together a small demo and help you out with this, pointing you along the path.

I would recommend looking at a tool like you mentioned above. Those already have the calendar set up and can easily add your appointments to the format. All you have to do is collect the data. And they're not that hard to implement.

Do a search on here for "Resource Calendar". There's a great free tool out there.

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beverly

@ jbrown on Feb 20, 2018 5:56 AM

This is a good one!

Resource-Calendar

Beverly

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ebrown212 Feb 20, 2018 1:59 PM

Thank you both for your responses.

I have solved my issue with my portals. It seemed I had connected the tables incorrectly in my relationship.

However for some unknown reason when I filter my portals they will not display any appointments past 10/02/18. Each portal is an 'appointment' so I filter by calculation if the date field on the clients table = a particular date field on the calendar table then the client name etc will show through the portal. This works very well for me until the date in the date field on the calendar table is later than 10/02/18. It does not make a difference if I manually enter the date I want to portal to display (in the filter portal calculation) or if I filter the portal via a date field in the calendar table (as explained above).

Any ideas on why I'm having issue with any dates later than 10/03/18.

Let know if I need to explain it another way.

Kind Regards

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5 Replies

philmodjunk Feb 15, 2018 11:36 AM
I believe that some third party calendar tools either support this layout or can be adapted to show this. What you show in your "mock up" could be as simple as 7 portals arranged side by side to show related records where each record is an Hour for a specific date and the portals list all records for a selected date.
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ebrown212 Feb 17, 2018 7:03 AM
Thank you for your response.

Please forgive my ignorance as I am still learning filemaker.

My related records table would be my clients table so how would I make each record an hour or a date as you say?

This is an image of the bottom section of my clients table where I can select the date, time and engineer for my appointment I just need mimic this information on my calendar table.

Kind Regards
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jbrown @ ebrown212 on Feb 20, 2018 4:05 AM
Hello.
Have you been able to find any answers? Or did you figure things out?
SOrry I haven't responded to this.

Calendars can be tough to put together using just FIleMaker fields and such. They can be done, but it is a bit tough.

First, you'd probably want to make, by the way, an Appointments table that holds the primary key of a client and the date/time/engineer, if you haven't done this already. That would give the 'past appointments'

On your calendar layout, each box that you have could be a portal, and that portal is filtered on the date field and the user above AND on the time to the left. You would relate to the appointments table, create a single-row portal and filter as described here.

This is pretty tedious, but it can be done.

I'll put together a small demo and help you out with this, pointing you along the path.
I would recommend looking at a tool like you mentioned above. Those already have the calendar set up and can easily add your appointments to the format. All you have to do is collect the data. And they're not that hard to implement.

Do a search on here for "Resource Calendar". There's a great free tool out there.
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beverly @ jbrown on Feb 20, 2018 5:56 AM
This is a good one!
Resource-Calendar
Beverly
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ebrown212 Feb 20, 2018 1:59 PM
Thank you both for your responses.

I have solved my issue with my portals. It seemed I had connected the tables incorrectly in my relationship.

However for some unknown reason when I filter my portals they will not display any appointments past 10/02/18. Each portal is an 'appointment' so I filter by calculation if the date field on the clients table = a particular date field on the calendar table then the client name etc will show through the portal. This works very well for me until the date in the date field on the calendar table is later than 10/02/18. It does not make a difference if I manually enter the date I want to portal to display (in the filter portal calculation) or if I filter the portal via a date field in the calendar table (as explained above).

Any ideas on why I'm having issue with any dates later than 10/03/18.

Let know if I need to explain it another way.

Kind Regards
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