4 Replies Latest reply on Nov 10, 2009 11:19 AM by Melinda

    Allowing Data Entry but Disallowing Record Editing

    Melinda

      Title

      Allowing Data Entry but Disallowing Record Editing

      Post

      I am using FM Pro 9 (shared over a network, FM Server) on a MAC (OS 10).  I am a beginner to intermediate FM user, so the more detailed the replies the better. 

       

      I have a few layouts requiring data entry that would be most efficiently completed by someone other than myself -- our current method of data entry works just fine, however I am pretty certain it is not very efficient for me or our contract managers.  Currently, a contract manager completes an excel workbook with all of the contract information, sends it to me, and I import the worksheets into the appropriate layouts.  This works fine, however, some of the data is extensive and I am finding that the workbooks are quite cumbersome for the managers to work with...  It would be much simpler if the manager could enter the data directly into the layout, but I don't want them to have access to other contracts (records) in the database.  Basically, I ONLY want them to be able to enter the initial data -- I would make the edits as they come up. SO, I guess I am asking if there is a way to give someone access to a layout or portions of a layout, but nothing else...  This would be helpful for our instructors as well when recording their hours each month!

       

      I should stress that the managers and/or instructors should not be able to see/access/edit any data/records already in the database, only the record they are creating at the time.

       

      And, just as an FYI, if this is not possible to do in FM Pro 9, but it is in 10, I'd like to know that...  we are currently weighing the pros and cons of upgrading, and this would most likely seal the deal!

       

      As always, I am grateful for the help!!

       

      Melinda

       

       

        • 1. Re: Allowing Data Entry but Disallowing Record Editing
          david_lalonde@d-cogit.ca
            

          This can be done in FileMaker Pro 9.

           

          1. Add a number field to your table, let's call it "flagDone".

           

          2. Change the priviledges so that the data entry folks can see/edit the record if the flagDone field is empty.

           

          3. Create a script that populates the flagDone field with a 1.

           

          4. Add a button to the data entry layout which performs the step 3 script.

           

          And that's it!

           

          The steps are simplified. For example, the script could also automatically omit the record, thereby avoiding the graying out that happens when one does not have the priviledges to view something. 

          • 2. Re: Allowing Data Entry but Disallowing Record Editing
            mrvodka
               You could use accounts and privileges to control that, however another option may be to have a bunch of global fields that they enter the data into and then script the writing process to the actual table since they have no access anyway. (Think web form)
            • 3. Re: Allowing Data Entry but Disallowing Record Editing
              philmodjunk
                

              I know you are asking for specifics but there are a lot of steps here and I am choosing to start with the big picture. From here, we can "drill down" to the level of detail you need to make this happen.

               

              You should be able to do this using Accounts and Privilege settings. Reading up on this in the help system will probably be a good idea for familirizing yourself with this part of the system.

               

              You can assign each contract manager an account and password. With this account, you assign a privilege set that specifies what layouts they can see and what records they can see and/or edit. You can then create a script that checks the privilege set name of the person who has opened the file. If it is the privilege set that you've assigned to your contract managers, the script can take them to their data entry layout where they can be restricted to just their records.

               

              You'll probably want to use a value in a specific field that the contract manager uses to indicate that they have finished entering the data and which also "locks" the record so that they can no longer edit the database.

               

              You can also learn more about this technique if you click the advanced search link and look for threads about "locking records" as there are a number of threads that have been created on that subject.

              • 4. Re: Allowing Data Entry but Disallowing Record Editing
                Melinda
                  

                I think reading up on Accounts and Priviledges is great advice -- I needed to be pointed in a direction, and this might just be it --  I like to understand what I am doing!

                 

                The quick solutions are great too, however, and I am going to play with them a bit to see if I can make sense of how/why they work...

                 

                You can be sure I'll be back with more questions!  :)

                 

                Thanks again!!