#### Relationships within databases

This is my problem,,,

I have a clinet database which links to other databases:

Client database - Main
Phone numbers
Activity notes
Mortgages

I have clients who build a proerty portfolio's the issue is that some of
these properties are owned just in their name, some are owned in joint names
name and some are owned as a group of 3 individuals.

I have the Mortgage database showing as a Portal, currently linked by a
unique ID that is referenced to the main database.

What I want to be able to achieve is a way of showing only mortgages
relating to the clients they relate to. I'm confused how I can show this at
present.

At present I have 3 records for 3 different clients, each client has several
mortgages, some on their own, some with one of the other clients and some
with both of the other clients.

How can I build something where I'm not entering data twice?

I know it's confusing, I'm confused just trying to describe it.

PS Using FM 6

Ernie


 0
Falcon
1/12/2005 5:25:56 PM
comp.databases.filemaker 11218 articles. 0 followers. amosw01 (46) is leader.

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In article <E4dFd.71836$C8.28058@fe3.news.blueyonder.co.uk> Falcon, sorry@ihatespam.com writes: >What I want to be able to achieve is a way of showing only mortgages >relating to the clients they relate to. I'm confused how I can show this at >present. Ernie, I'm still learning too, and I'm sure there are different ways of doing this, but I think the basic setup could be as follows... In your client database file each client should have a unique 'Client id'. Then in your mortgages database file you need to add a 'client id' field. This is the only bit of data you need to duplicate. Then set up a relationship from your client file to mortgage file using Client Id as the key field. Then in your chosen layout in your client file you can add a portal showing the mortgage file records. Whatever client you're looking at, their mortgages will appear in the portal. I'm not sure of the best way to cope with clients working together. I wonder if each group of clients working together should get their own Client Id. Alternatively perhaps the client id field in mortgages file could be set to a repeating field so it could hold more than one client? Gary   0 Ovalking 1/12/2005 10:20:53 PM Thanks I have done all of that it is the stage that you describe below that has me perplexed! Thanks for the suggestions however. Ernie > > I'm not sure of the best way to cope with clients working together. I > wonder if each group of clients working together should get their own > Client Id. > Alternatively perhaps the client id field in mortgages file could be set > to a repeating field so it could hold more than one client? > > Gary   0 Falcon 1/12/2005 10:40:24 PM Falcon wrote: > This is my problem,,, > > I have a clinet database which links to other databases: > > Client database - Main > Phone numbers > Activity notes > Mortgages > > I have clients who build a proerty portfolio's the issue is that some of > these properties are owned just in their name, some are owned in joint names > name and some are owned as a group of 3 individuals. > > I have the Mortgage database showing as a Portal, currently linked by a > unique ID that is referenced to the main database. > > What I want to be able to achieve is a way of showing only mortgages > relating to the clients they relate to. I'm confused how I can show this at > present. > > At present I have 3 records for 3 different clients, each client has several > mortgages, some on their own, some with one of the other clients and some > with both of the other clients. > > How can I build something where I'm not entering data twice? > > I know it's confusing, I'm confused just trying to describe it. > > PS Using FM 6 > > Ernie > > you need an additional table: Mortgage Clients, fields Motrgage_ID and Client_ID create a rel from Mortgage to Mortgage Clients using Mortgage_ID and enter the clients (Client_ID) in a portal... so you can have one or unlimited clients per mortgage i.e. you need to pass the Client ID into the Mortgage Client then create a rel from Clients to Mortgage Client using Client_ID, and you can use a portal to show all the client mortgages Chris Brown Neurosurgery university of Adelaide   0 Chris 1/12/2005 11:21:44 PM Thanks Chris, will try and give that a go, if I can get my head around that!!! Ernie   0 Falcon 1/13/2005 7:52:41 AM Chris can you help me understand this better please? you need an additional table: Mortgage Clients, fields Motrgage_ID and > Client_ID - ok done. >create a rel from Mortgage to Mortgage Clients using Mortgage_ID Ok here! > > and enter the clients (Client_ID) in a portal... so you can have one or > unlimited clients per mortgage So where is this portal? - Client datbase or Mortgage database? > i.e. you need to pass the Client ID into the Mortgage Client - how is the > client ID created, I can't see the way this works on paper or in my head > so I'm strugling with FM side as you can see. I'm sure it can be done > however! Thanks Chris > > then create a rel from Clients to Mortgage Client using Client_ID, and you > can use a portal to show all the client mortgages > > > Chris Brown > Neurosurgery > university of Adelaide > > > > > >   0 Falcon 1/13/2005 8:48:33 AM In article <BBqFd.137505$Z7.101788@fe2.news.blueyonder.co.uk> Falcon,
sorry@ihatespam.com writes:
>So where is this portal? - Client datbase or Mortgage database?

Ernie, I think Chris means putting a portal in a layout in the Mortgage
database. Then drag the field Mortgage Clients::Client Id into the portal.
When you create the relationship from Mortgage database to Mortgage
Clients database check the box to allow creation of records. Then you
just add clients to a mortgage by adding their client Id into the portal.
The thing I don't know is how to show the other client type fields in the
portal (in addition to their Id).

Gary

 0
Ovalking
1/13/2005 8:00:15 PM
Ovalking wrote:
> In article <BBqFd.137505$Z7.101788@fe2.news.blueyonder.co.uk> Falcon, > sorry@ihatespam.com writes: > >>So where is this portal? - Client datbase or Mortgage database? > > > Ernie, I think Chris means putting a portal in a layout in the Mortgage > database. Then drag the field Mortgage Clients::Client Id into the portal. > When you create the relationship from Mortgage database to Mortgage > Clients database check the box to allow creation of records. Then you > just add clients to a mortgage by adding their client Id into the portal. > The thing I don't know is how to show the other client type fields in the > portal (in addition to their Id). > > Gary as Ovalking indicated: a portal in Mortgages, using a Mortgage_ID::Mortgage_ID rel to Mortagage Clients, will show the clients for the current Mortgage record. If that rel is set for allow create new, then the Client_ID can be typed into the last portal (blank) row, to create a record. There are other ways. First though you need a list of all clients (or you could of course navigate to Clients db). You could show this list by a portal in mortages using a constant rel (1:1) from mortagges to clients. Switching to a dedicated layout might be warranted re screen real estate. Instead of a constant rel a 'filtered' rel could be created by using a global letter (scripted in) to _first letter of client surname calc. It depends on how many clients, and how necessary it is to avoid excessive scrolling... Whichever way, grab the Client_ID from the portal row, and either script it across to the Mortagage Clients db, or type it in the Mortagage Clients portal as above. If you want to script it, as you are in FM6 , you will need to create a key_NewMortagageClients field (global) in Mortagages. and create an acrr rel to Mortagage Clients. The key will hold the Mortgage_ID and Client_ID values... e.g M0235 C0748 get back if more detail required Gary also wrote: > The thing I don't know is how to show the other client type fields in the > portal (in addition to their Id). If you were using FM7 this is very easy: just create a (hopped) rel from MortagageClients to Clients using Client_ID, and put the hopped MortagageClients fields in the portal. In FM6, you will need to create a rel from MortagageClients to Clients using Client_ID, and then a calc field(s) in MortagageClients to return the related data; a join file approach, tehn add those calc fields to your portal. regards Chris   0 Chris 1/14/2005 1:57:04 AM Falcon wrote: > Chris can you help me understand this better please? > > you need an additional table: Mortgage Clients, fields Motrgage_ID and > >>Client_ID - > > > ok done. > > >>create a rel from Mortgage to Mortgage Clients using Mortgage_ID > > > Ok here! > > >>>and enter the clients (Client_ID) in a portal... so you can have one or >> >>unlimited clients per mortgage > > > So where is this portal? - Client datbase or Mortgage database? > > >>i.e. you need to pass the Client ID into the Mortgage Client - how is the >>client ID created, I can't see the way this works on paper or in my head >>so I'm strugling with FM side as you can see. I'm sure it can be done >>however! > see reply to Ovalking re the where it is As for how the Client_ID is created, you need a Client_ID field in Clients. Create a text field and set the options to auto enter serial value C00001 with 1 increment. Make it's validations unique and not empty. This way each time you create a new client (record in Clients), the value will be created. As you already have clients, you will need to use Replace command to enter the series. Go to a list or table view, show all records, click in the ID field, and select Records/Replace field contents. Type your starting value in the appropriate box (e.g C00001) and replace. check the Update ... box . For future reference, be careful when using Rep-lace, it can't be 'undone'. Create and practice on a temporary field if you have to. With blank data it doesn't matter As a rule of thumb, always use unique serial ID rather than names... for data tables. ID's avoid duplications (Jo Smith, John Smith...) and spelling/entry errors... smaller, faster... a host of reasons. regards Chris   0 Chris 1/14/2005 2:09:01 AM Ok, I'm wondering if I have explained myself very clearly and if what I'm trying to do is possible! 3 Files Clients, Mortgages & Mortgage Client Clients: - Name, address, phone numbers etc..... Mortgages:- Lender, amount of loan, valuation, purchase price etc.... Mortgage Clients:- who is part to one of the mortgage above. Fields used here. Clients:- Client ID (Using serail value C000001 and set to auto increment) Mortgages:- Mort ID Mort Clients:- Mort ID & Client ID Relationships Mortgages & Mortgage Client: Using Mort ID Clients & Mort Clients: Using Client ID Portals Portal in Mortgages allowing data entry into Mortgage Clients Portal in Clients allowing data to be shown in Mort Clients Needs: I want to be able to enter data through the portal from Clients, into Mortgages / Mortgage Clients. PROBLEMS 1) From clients I am able to see very little data of use, the available fields to select are only Mort ID & Client ID. (Client ID is a numeric number eg C000001 and Mort ID is set to numeric eg 23 2) If I go direct to Mortgages, the fields become locked and won't allow data entry. What I Did! Creating the portals is not a problem.....I'm used to using portals. I did set up some additional fields within Mort Clients to extract the data required from Mortgages by way of a calculation. This worked fine except I could not amend or insert any data because the fields I used were calculations! Any suggestions appreciated! Ernie   0 Falcon 1/14/2005 12:54:08 PM Judging by your record-locking problems between windows, I'm guessing you must be in 7. If you are in a record in one window (say, in a portal row to mortgages), and then you go to another window (Mortgages itself), then the Mortgage record will be locked. To help with your problem #1. Your portal is correct from Clients to MortClients. But to put useful data in the portal, the fields you want to put in the portal should be from the Mortgages table. Falcon wrote: > Ok, I'm wondering if I have explained myself very clearly and if what I'm > trying to do is possible! > > 3 Files > > Clients, Mortgages & Mortgage Client > > Clients: - Name, address, phone numbers etc..... > Mortgages:- Lender, amount of loan, valuation, purchase price etc.... > Mortgage Clients:- who is part to one of the mortgage above. > > Fields used here. > > Clients:- Client ID (Using serail value C000001 and set to auto increment) > Mortgages:- Mort ID > Mort Clients:- Mort ID & Client ID > > Relationships > Mortgages & Mortgage Client: Using Mort ID > Clients & Mort Clients: Using Client ID > > Portals > Portal in Mortgages allowing data entry into Mortgage Clients > Portal in Clients allowing data to be shown in Mort Clients > > Needs: I want to be able to enter data through the portal from Clients, into > Mortgages / Mortgage Clients. > > PROBLEMS > > 1) From clients I am able to see very little data of use, the available > fields to select are only Mort ID & Client ID. (Client ID is a numeric > number eg C000001 and Mort ID is set to numeric eg 23 > 2) If I go direct to Mortgages, the fields become locked and won't allow > data entry. > > What I Did! > > Creating the portals is not a problem.....I'm used to using portals. > > I did set up some additional fields within Mort Clients to extract the data > required from Mortgages by way of a calculation. This worked fine except I > could not amend or insert any data because the fields I used were > calculations! > > Any suggestions appreciated! > > Ernie > > -- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Howard Schlossberg (818) 883-2846 FM Pro Solutions Los Angeles, California FileMaker 7 Certified Developer Associate Member, FileMaker Solutions Alliance   0 Howard 1/14/2005 6:01:38 PM Howard, I'm using FM6 How can you get fields from Mortgages to show in the portal window. Unless a relationship is developed it won't allow this! Or am I wrong? If a relationship is required, how do you do this because a mortgage might relate to one or more clients? Ernie   0 Falcon 1/14/2005 6:17:30 PM I was assuming you were in FM7, where you can put fields from another table down the relationship chain into a portal somewhere else in the relationship chain. For 6, you need to create a set of unstored calc fields in the MortClients file to give you what you want to see in the portal. So, for example, create a Lender calc field in the MortClients file that has a text result, is unstored and points to the Lender field in the Mortgages file. with this, you have a portal on your Clients layouts that points to MortClients, and you can now put that Lender calc field (from MortClients) in the portal. Falcon wrote: > Howard, I'm using FM6 > > How can you get fields from Mortgages to show in the portal window. Unless a > relationship is developed it won't allow this! > > Or am I wrong? > > If a relationship is required, how do you do this because a mortgage might > relate to one or more clients? > > Ernie > > -- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Howard Schlossberg (818) 883-2846 FM Pro Solutions Los Angeles, California FileMaker 7 Certified Developer Associate Member, FileMaker Solutions Alliance   0 Howard 1/14/2005 6:32:47 PM I have done that Howard, but again am I right in thinking that becasue it's a calc field, I can't enter data via the portal? "Howard Schlossberg" <howard@antispahm.fmprosolutions.com> wrote in message news:10ug42gisouthef@corp.supernews.com... >I was assuming you were in FM7, where you can put fields from another table >down the relationship chain into a portal somewhere else in the >relationship chain. > > For 6, you need to create a set of unstored calc fields in the MortClients > file to give you what you want to see in the portal. So, for example, > create a Lender calc field in the MortClients file that has a text result, > is unstored and points to the Lender field in the Mortgages file. > > with this, you have a portal on your Clients layouts that points to > MortClients, and you can now put that Lender calc field (from MortClients) > in the portal. > > > Falcon wrote: >> Howard, I'm using FM6 >> >> How can you get fields from Mortgages to show in the portal window. >> Unless a relationship is developed it won't allow this! >> >> Or am I wrong? >> >> If a relationship is required, how do you do this because a mortgage >> might relate to one or more clients? >> >> Ernie > > -- > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ > Howard Schlossberg (818) 883-2846 > FM Pro Solutions Los Angeles, California > > FileMaker 7 Certified Developer > Associate Member, FileMaker Solutions Alliance   0 Falcon 1/14/2005 7:59:16 PM Ahhh -- correct you are. Best you might do is to go to the related MortClients record where you have a layout with the related Mortgage fields and allwo the data entry from there. Click a 'done' button to go back to the Client record. Falcon wrote: > I have done that Howard, but again am I right in thinking that becasue it's > a calc field, I can't enter data via the portal? > > > "Howard Schlossberg" <howard@antispahm.fmprosolutions.com> wrote in message > news:10ug42gisouthef@corp.supernews.com... > >>I was assuming you were in FM7, where you can put fields from another table >>down the relationship chain into a portal somewhere else in the >>relationship chain. >> >>For 6, you need to create a set of unstored calc fields in the MortClients >>file to give you what you want to see in the portal. So, for example, >>create a Lender calc field in the MortClients file that has a text result, >>is unstored and points to the Lender field in the Mortgages file. >> >>with this, you have a portal on your Clients layouts that points to >>MortClients, and you can now put that Lender calc field (from MortClients) >>in the portal. >> >> >>Falcon wrote: >> >>>Howard, I'm using FM6 >>> >>>How can you get fields from Mortgages to show in the portal window. >>>Unless a relationship is developed it won't allow this! >>> >>>Or am I wrong? >>> >>>If a relationship is required, how do you do this because a mortgage >>>might relate to one or more clients? >>> >>>Ernie >> >>-- >>~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ >>Howard Schlossberg (818) 883-2846 >>FM Pro Solutions Los Angeles, California >> >>FileMaker 7 Certified Developer >>Associate Member, FileMaker Solutions Alliance > > > -- ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Howard Schlossberg (818) 883-2846 FM Pro Solutions Los Angeles, California FileMaker 7 Certified Developer Associate Member, FileMaker Solutions Alliance   0 Howard 1/14/2005 8:14:54 PM Ok, I have the portal showing the correct info for each client! I can't edit data in the portal directly, so I have created a button to create new mortgages! I am trying to create a button now that will take me back to the Mortgage so I can edit / change the data! I can use goto related record because their is no relationship between: Clients & Mortgages = (each mortgage can belong to several people) How do I create a script to identify the right mortgage and take me to that page? Thanks Ernie   0 Falcon 1/15/2005 11:43:40 AM In article <Ml7Gd.137829$48.17406@fe1.news.blueyonder.co.uk> Falcon,
sorry@ihatespam.com writes:
>How do I create a script to identify the right mortgage and take me to that
>page?

Copy Mortgage Id
Switch to Mortgages
Enter Find mode
Paste Mortgage Id
Perform Find

?

 0
Ovalking
1/15/2005 2:20:52 PM
 From CLients to Mortgages, the quickest way would be:

Set Field [gMortgageID; MortClients::MortgageID]
GTRR [Mortgages_by_Single_MortgageID]

Falcon wrote:
> Ok, I have the portal showing the correct info for each client!
>
> I can't edit data in the portal directly, so I have created a button to
> create new mortgages!
>
> I am trying to create a button now that will take me back to the Mortgage so
> I can edit / change the data!
> I can use goto related record because their is no relationship between:
>
> Clients & Mortgages = (each mortgage can belong to several people)
>
> How do I create a script to identify the right mortgage and take me to that
> page?
>
> Thanks
>
> Ernie
>
>

--
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Howard Schlossberg              (818) 883-2846
FM Pro Solutions       Los Angeles, California

FileMaker 7 Certified Developer
Associate Member, FileMaker Solutions Alliance

 0
Howard
1/15/2005 6:28:44 PM
Howard I don't recognise some of this?

gMortgageID - What is the g, it's not a field I have. Should I create a
Field gMortgageID?

GTRR ??? What does this do?

Mortgages_by_Single_MortgageID - Is this another field?

Set Field [gMortgageID; MortClients::MortgageID]
> GTRR [Mortgages_by_Single_MortgageID]


 0
Falcon
1/15/2005 10:46:35 PM
Sorry for the shorthand--

> gMortgageID - What is the g, it's not a field I have. Should I create a
> Field gMortgageID?

The g indicates that it is a global field, something you'll need to
create if you don't already have a global field to use.

> GTRR ??? What does this do?

This is an abreviation for thr 'go to related records' script step.

> Mortgages_by_Single_MortgageID - Is this another field?

This is a new relationship from the gMortgageID field to the MortgageID
in the Mortgages file.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Howard Schlossberg              (818) 883-2846
FM Pro Solutions       Los Angeles, California

FileMaker 7 Certified Developer
Associate Member, FileMaker Solutions Alliance

 0
Howard
1/15/2005 11:04:43 PM
Thanks everyone, got there in the end!

Ernie


 0
Falcon
1/16/2005 8:30:43 AM
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Hi everybody, How to get the list of all users/clients who are connected to my DB2 UDB database v 8.2 server in RHEL? Please help me out... "satish mullapudi" <satishmullapudi84@gmail.com> wrote in message news:1154191928.282506.307780@s13g2000cwa.googlegroups.com... > Hi everybody, > How to get the list of all users/clients who are connected to my DB2 > UDB database v 8.2 server in RHEL? > Please help me out... > db2 list applications show detail This will show the logon id. Included in one of the strings is IP address of the remote clients...

Tables and Relationships
A marketing company conducts auctions. For each auction sale, there is a table (AUCTIONS)listing the auction sale number, date, location, etc. Another table (SELLERS)contains our client list (seller name, contact, phone number, etc). Information is directly input into the AUCTIONS and SELLERS tables. A third table (CONTRACTS) should contain contract information (sale number from the AUCTIONS table, seller name from the SELLERS table, contract date, etc. The sale number and seller name are selected from combo boxes. A fourth table (LOTS) contains information for each lot like sale number, se...

Updating an OLE object in the database
I have populated an Access database with data from my labview program.&nbsp; It's fairly easy to do this using the INSERT VI, but now I need to be able to update values in the database.&nbsp; While I figured out how to do this using the UPDATE query for common data types, I cannot figure out how to do this for binary/OLE data types.&nbsp; For example, if I have a cluster of arrays, or an array of clusters, how would I update these in the database?&nbsp; Thanks! Thanks for the suggestion, but it's not quite what I am looking for.&nbsp; I need a way of storing the...

Can I *{num}{cols} within main body of an array environment?
Hi, \begin{array}[pos]{|*{5}{|c|}} & & & & & \\ \end{array} allows me to specify |c| columns 5 times. My questions is can I repeat the data to go into the columns in the same way? Thus \begin{array}[pos]{|*{5}{|c|}} something1 & *{4}{& something2} \\ \end{array} David R David R wrote: > Hi, > \begin{array}[pos]{|*{5}{|c|}} > & & & & & \\ > \end{array} > > allows me to specify |c| columns 5 times. > My questions is can I repeat the data to go into the columns in the same > way? Thus > \begin{array}[pos]{|*{5}{|c|...

How to toggle boolean with joystick button within while loop?
I'm initializing a joystick and then going into a loop where I acquire joystick information.&nbsp; I want to be able to toggle a boolean indicator only when the button is pressed.&nbsp; (Click - goes ON, release - stays ON, click - goes OFF, release - stays off and so on) Does anyone have any ideas? Thanks attafire wrote: > I'm initializing a joystick and then going into a loop where I acquire > joystick information.&nbsp; I want to be able to toggle a boolean > indicator only when the button is pressed.&nbsp; (Click - goes ON, > release - stays ON, cli...

Advice for Managing Parent Child Relationships in MDI App?
Hi Folks: Developing on XP Media, VC6, WIN32, no MFC. I'm doing my first MDI app. Things are going OK, but I've run into a little problem, and I'm hoping someone can offer some advice. Is there some Windows supported mechanism to enforce a parent child relationship between two windows in an MDI frame? I don't see anything in the MDICREATESTRUCT that looks promising. The user selects one of the menu items, and the MDI child pops up. Let's call this Window A. A button in Window A is hit and this causes another MDI child to open. Let...

Keeping GUI in sync with database...
I have a screen with a grid control which displays some data. This screen usually remains up on a users screen and the application runs on many terminals. I want the data in the screen to remain in sync with the data in the database without the user having to hit a refresh button since the data can always be changing by users on other terminals. What I'm currently doing is I have a table in my database which basically just stores screen names with a timestamp and everytime a record is written to the database to any table that is used by this screen it updates the timestamp. Then...

Distribution fitting within a range
Hello, I have a data set which I claim to have Zipf distribution (Power Law). I fitted Zipf distribution using maximum likelihood estimation, and it fits very well to the histogram of the data with a high enough p-value that proves the data may follow Zipf distribution. Note that my data has the range [1,31] as discrete values and and the domain is the frequencies corresponding to this range. Again, the distribution is fitted for discrete data, and probability density function p(x) sums up to 1 over all [1,31]. Now, I have other candidate distributions: -- Geometric distribution -- Log-norma...