No but you won't be the first to ask specific questions about it here if you choose to do that.
IMO, also a novice, one of the best ways to learn/build an invoice solution is with the videos found here:
You will learn all about FM, and learn how to build a complete invoicing solution.
Thanks. My question relates to a thread from last week that you responded to. http://forums.filemaker.com/posts/f9a1ef9afe
In summary, we receive Customer Surveys and we want to add information to each Survey allowing us to monitor trends, count most frequently mentioned issues, etc. This additional information will be added in a related table, Evaluation. At the moment, we see each Survey related to only 1 Evaluation.
My question is about the table structure needed and layout contexts needed to (1) create a new Evaluation while viewing the Comments field in the Summary table and (2) create individual records in the Evaluations Line Items table from the same layout. (diagram attached). I think tho sis similar to creating line items on an Invoice. An Evaluation may have line items containing Issues pulled from another table, Issues Mentioned.
I want to make it very simple for the Reviewer to Create an Evaluation and add line items (Issues). The attached diagram shows one concept. The layout shows the Comments from the Survey table a list of possible Issues from the IssuesList table. While reading the Comments, the reviewer checks the issues on the right. This creates a new record for each Issue and adds to the portal below the Comments field. As I understand it, separate records are needed for each Issue in order to generate reports ranking the most common Issues.
Each Evaluation will have one value describing the General Tone of the Survey. Each Evaluation may be flagged with one or more departments for special follow up attention. Here's a very rough idea of the Create Evaluation layout I have in mind to make it very simple for the Reviewer to add Issues to each Evaluation>Survey. The diagram shows a completed Evaluation.
Thanks for your help.
Thanks for tip on FileMaker training videos. I will check these out.
I post comments to a very large number of threads here and can't recall the specifics of your thread. To which starter solution are you making these changes? (And please do not assume that I remember any details from a previous thread...)
Sorry. I meant to include a link in my message.
I was thinking the Invoice Starter Solution was a reasonable model because it allows creation of related line items for Invoices which is similar to creating Issue Line Items for Evaluations.
Thanks again for your help.
I am confused about creating related records.
Is a script needed to create a related record if "Allow Creation of Related Records" is checked in the Relationship set up dialogue?
Thanks for the links. I think they will help.
"allow creation..." is a setting that makes it possible to add a new related record in specific situations. The most typical situation is that if you have this option enabled for a related table, you can place a portal to the related table on the layout for your parent table and you can create new related records by adding data directly to a special blank "add row" that will appear in the portal when this option has been enabled. In that situation, no script is required as FileMaker copies the match field value(s) from the parent record to the new portal record for you.