3 Replies Latest reply on May 28, 2013 7:18 AM by philmodjunk

    Entering Activity for related tables...



      Entering Activity for related tables...



           First I'll explain the setup before I get to my question

           I have the following tables / fields setup:

           Clients > varous fields with client info

           Table 1 (Referrals) > Table1PK ; Client FK ; Field A, Field B, Field C (fields are various info re the referrals, date, who referred, etc)

           Table 2 (Service) > Table 2 PK ; Table 1 FK ; Field D ; Field E ; Field F (fields relating to what service the above referral was for)

           Table 3 (Appointments) > Table 3 PK ; Table 2 FK ; Field G ; Field H ; Field I (Fields about appoitnments given from the service for the specific referral)

           At the moment information is entered in the following way as a client can have mulitple referral types, each offering mulitple services who will give numerous appointments over time.

           Layout 1 has portal for Table 1 then there is a button that sets the PK and another button brings me to layout 2 showing a portal for Table 2 which only shows information related to Table 1 and again there is a button that first sets the PK of table 2 then another which brings me to layout 3 which has a portal to enter appointments for this table relating to the previously selected referral and service.  All works great. 

           But there is specific type of referral that we get for a client that there would only be one of this referral at a time, and only one service at a time.   For example Referral Type 1 will always be Service Type 1, and there will only be one of this open at a time, any other type can be numerous combinations and have multiple amounts of each.  So what I wanted to do was make an additional layout that related to that one referral type and service without them having to go through the steps to select each but still be able to enter appointments for it. 

           Basically I would like to have a portal where they select the client it relates to from a drop down list and be able to enter the appointment information but have the portal know that it relates to Referral 1 Service 1 as opposed to any of the other referral / service types. 

           Is this possible?  Have I explained this suffieciently or did I totally confuse? 


        • 1. Re: Entering Activity for related tables...

               It is a bit confusing to try to parse out the details, especially sentences such as:


                    Layout 1 has portal for Table 1 then there is a button that sets the PK...

               If Layout 1 uses a portal to refer to Table 1, to what table does it refer in Layout Setup | Show Records From? And the button "sets the PK" in what table exactly and for what reason does it do this?

          • 2. Re: Entering Activity for related tables...

                 Layout 1 is based on the clients table and shows records from that.  The portal is from table 1 referrals. 

                 The first button that sets the PK from referrals is so that when you click the second button to bring you to Layout 2 which shows the portal for service the portal only shows the services related to the PK you set on Layout 1. 

            • 3. Re: Entering Activity for related tables...

                   Please explain what you mean by "sets the PK" how and in what field? PK fields should never be "set"--they should be defined to auto-enter a value when the record is created or committed (for the first time). Thus, I wonder if you mean that you are copying the PK into an FK here.