Cascading Choices in FileMaker 11 Pro Advance - database

Working with cascading choices in the new(er) FMP seems to be a little weird. My intention is to create a bunch of drop-down lists / pop ups that rely on the previous choice. If a user clicks on a Customer drop-down, the next drop-down (address field) will ONLY have related data for that customer street address. Once you click the certain address, the other state, city, zip, etc fields will be automatically keyed in.
This is done by creating two tables (shipping, customer) along with a table occurrence of shipping and one unique value as a relationship in both the customer and shipping table...yeah. All of this is very doable, if not a little convoluted; however, I was wondering if there was a way to clean up these relationships? Sorry, calling all FileMaker pros out there, thanks!

I'm afraid the answer is no. Setting up cascaded value lists is rather tedious and, to my knowledge, there's no silver bullet. You're lucky to have just two levels :)

If I were going to take a stab at this, I'd try to build the next level of popup contents by deriving the necessary value list from the records of a related table. Since the selection of one value triggers the next popup, you're finding entries in a predefined database made of multiple tables where the values are all the possible dropdown list/popups. It's a cascade engineered through layouts, find and sort.

Related

is there a way to have 2 dates under a customer's name in Microsoft access

I'm an intern student at a company that does both wiring and aircon services. The job that they gave me was to make a database for them. I don't have any experience in anything related to databases.
So, I started to look up videos and stuff to at least learn a bit about databases and made something that works and I made it after 1.5 months of learning.
in the database that I created,
I have 1 table (CustomerDetailsT):
CustomerID (pk)
CustomerName
PhoneNumber
Address
Aircond (type and model of ac,ex: WM daikin 1.0HP)
AcDetails (what has been done for the ac.)
Others (yes/no) (Wiring, installing a fan and so on)
WhatHasBeenDone (shows what has been done for others)
Then 3 queries (CustomerOthersDetailsQ, CustomerAcDetailsQ, CustomerDetailsQ).CustomerAcDetailsQ has CustomerName, PhoneNumber, Address, Aircond and AcDetails. CustomerOthersDetailsQ has CustomerName, PhoneNumber, Address, Others, and WhatHasBeenDone.CustomerDetailsQ has CustomerID, CustomerName, PhoneNumber and Address
And 1 form with 3 subforms.
it's a search form, which would search for customers as we're typing in their name/phone number and it will show what has been done for the customer.
With this, I have created what the company wants, but now they want to add dates. Dates which would show when we have done something for a customer. Dates for Aircond and the Others stuff.
I've tried with what I know and it didn't work. tried searching it on youtube and google, but still couldn't find it.
how can I go about doing this?. I have tried having separate tables for each service, but it became a hassle when I wanted to create a new customer. . I hope I could some help, I could send pictures if someone needs them.
[1]: https://i.stack.imgur.com/mtrmC.png [The Customer search form] [1]: https://i.stack.imgur.com/A3Y9d.png [example of a customer that has ac installation] [1]: https://i.stack.imgur.com/dsGL5.png [example of a customer that has both ac and wiring done]
Acknowledging the question is too broad, here is some guidance. One of the nice things about Access is that each database is a single file. First protect your work by finding that file and make two copies. Make a backup and a play around version. Only mess with the play around version.
Your question indicates you are still learning Table Normalization and 1 to many relationships. Both of these topics are general to all databases, so you don't have to restrict yourself to just Access when looking for guides and Youtube videos.
Part of normalization is putting separate entities into their own tables. Also, in Access there is a big payoff for using the Relationship Tool, so here is a rather lame example of normalization:
Make sure to select the checkboxes when setting up relationships.
WhatHasbeenDone should also have WhatHasbeenDoneDate. I've wrapped AC and Other as Unit because later it will be easier than having two WhatHasBeenDone tables(AC)(Other).
Now imagine someone taking the customer request call. They just want to see a form to enter the customer details, request, unit-type, etc. They don't want to see those tables. Even with training entering data in the tables is error prone. The person fulfilling the request just wants to enter what they did and when. That's how you start to figure out what your final Data entry forms will look like.
Since we normalized the tables and used the relationships tool, the payoff is Access can give us an assortment of working starter forms. Select Each Table and then hit Create and then hit Form. Choose your Favorites and start playing around from there. While playing, keep in mind that Access will not let you add an item on the many side of a relationship unless there is an item on the 1 side.
For example I selected the customers table and hit create form:
Access uses a concept of form and subform based on separate but related tables. So, to get a form that shows what has been done for each customer I created a form for the What has been done table, and dragged it onto the customers form:
Unless an ID is also being used as a part number or something there is probably no reason for the person entering data to see it. So I removed the texboxes bound to ID's. Except for UnitTypeID, where I replaced the textbox with a combobox that displays the userfriendly UnitDescription. The ID's are still part of the form recordsources, Access is still adding new IDs and using those IDs to put the appropriate data in the right tables.
Oh, didn't we need dates (went back and added a date to the table, and adjusted the subform accordingly). Also changed the subform format from single record to continuous records to show multiple dates:
In conclusion and in my opinion your final forms will use VBA behind the scenes to insert data from the forms into the tables. This is because either you will want to rapidly insert multiple records or How the end users think about the data will not match the default forms and subforms approach Access depends upon to figure out how to insert the data. However, the default approach is fast and I always use it for version 1 of my Access Databases.
P.S. For simplicity I avoided including any Many to Many relationships

How can I fit these 3 columns into one?

For a project, I have a database with some tables.
All of them are related between them. The table organization has a relationship with offer and user, etc.
However, I have some columns that only serve to link two tables together.
Take a look at the diagram. I use users_interests to link the user to his interests. Same thing for badges and group.
It doesn't really feel efficient. When I try to get the interests of a users, I must first go through requesting the user interests and from that, require the interest details.
Is there a way that I can request the interests of an user without having to go through a second table ?
https://dbdiagram.io/d/5da3f119ff5115114db53551
There's a couple things you should consider when looking at this question/functionality and what you're going to be doing with the data.
Do you have a unique set of interests that will remain the same or be added to, without duplicates?
Do you need to have multiple interests for a single user?
If you answered "yes" to both of these questions, then you should leave things the way they are. You'll be able to reuse the same interests entry for multiple users as well as each user being able to have multiple interests.
If you only want one interest per user, but want to keep a "master list" (aka: lookup table) of interests, then you can move the interest_id to the users table.
If you don't care about duplicates, but you still want each user to have multiple interests, move the name column to the users_interests table.
Finally, if you don't care about duplicates and you want each user to have a single interest, move the name column to the users table.
FYI, how you currently have the tables structured will likely take up less disk space for a large amount of users.
It's unclear what you're trying to do, so I included all options. Each option has it's own set of pros and cons, and each will be required of some other project or another at some point. You might want to learn the difference and reasoning behind why you would use one option over another now, so you don't have to think too hard about it later.
You can do it if you will make interests like this
id
user_id
name
but then you will lose uniqness of your interests, you will have many rows with the same name only because they connect to different users. Now db is perfectly ok according my understanding...It is as it should be

.NET Storing "Checked" items into the database

Wondering if someone could assist with the best way to handle storing "checked" items in a MSSQL database.
On my form, i have a list of fields (name, address ect) and then a listbox the user can check for e.g. favourite colors.
In my database I would have a table for user details (tbl_userdetails - [UserID, Address...]) and a table for colors (tbl_colors, [ColorID, ColorName, ColorCode]). I would also need a table for user colors (tbl_userColors - [userID, ColorID])Theses would be linked via a "userID"
Normally, to save the user details, I have a sql string "UPDATE tbl_userdetails SET... WHERE userID = #userID". What is the best way to save the changed checked items into the next table?
My thoughts are:
Delete all the colors for UserID in the tbl_userColors and then loop the checked items into a "INSERT" statment.
Loop though each item that exists in the list create a datatable and then "merge" the data (on match, insert. on not matched delete)
Any other thoughts? What is the best way to build the INSERT statment?
Cheers
The DELETE and INSERT strategy works well as long as nothing is tied to those records. If you ever have any tables that reference tbl_userColors on the "one" side of the relationship, then you will have headaches.
The MERGE strategy is decent, usually. One possibly unfortunate consequence would be that a MISSING record is the same as a FALSE record. For instance, you Have your list of colors, {red, green, blue}, and your users are making their selections. Six months later you get crazy and add orange. Now you have no idea who didn't select orange vs. those that simply weren't presented with orange as an option.
A third option is to place an Enabled BIT field on the tbl_userColors table. This allows you to determine if a user was presented with a color option and they declined it vs. if the user never saw a particular color option.
Speaking of Enabled BITs. Your tbl_colors table should really have an Enabled BIT as well - or some other mechanism of removing a color from the UI without removing its database record. You realize at some point you no longer want to offer blue to your users, but you also don't want to loose the historical data.
And a small aside: Your tables names are horrific. You should really consider dropping the Hungarian notation. I'm a big fan of camel-case table names: Users, Colors, and UserColors.
Simple really. When an item is checked it returns a boolean. Whenever you get ready to save to the database you just want to loop through the colors and if it is checked (AKA is check is true) then you add it to a list that you can later loop through to save all of the values.

Store multiple values in one database field in Access (hear me out)

So I've done extensive searching on this and I can't seem to find a good solution that actually applies to my situation.
I have a list of projects in a table, then a list of people. I want to assign multiple people to one project. Seems pretty common. Obviously, I can't make multiple columns on my projects table for each person, as the people will change fairly frequently.
I need to display this information very quickly in a continuous list of projects (the ultimate way would be a multiple-select combobox as a listbox is too tall, but they don't exist outside of the dreaded lookup fields)
I can think of two ways:
- Store multiple employee IDs delimited by commas in one field in my projects table (I know this goes against good database design). Would require some code to store and retrieve the data.
- Have a separate table for employees assigned to projects (ID, ProjectID, EmployeeID). One to many relationship between projects table and this new table. One to many relationship between employees table and this new table. If a project has 3 employees assigned, it would store 3 records in this table. It seems a bit odd joining both tables in this way, and would also require code to get it to store and retrieve into a control like the one mentioned above).
Does anyone know if there is a better way (including displaying in an easy control) or how you usually tackle this problem?
The usual way to tackle this problem would be with a Junction Table. This is what you describe where you have a separate table maybe called EmployeeProject which has an EmployeeProjectID(PK), EmployeeID(FK) and ProjectID(FK).
In this way you model a Many-to-Many relationship where each project can have many employees involved and each employee can be involved in many projects. It's not actually all that difficult to do the SQL etc. required to pull the information back together again for display.
I would definitely stay away from storing comma-delimited values as this becomes significantly more complicated when you want to display or manipulate the data.
There's a good guide here: http://en.tekstenuitleg.net/articles/software/create-a-many-to-many-relationship-in-access but if you google "many to many junction table" or similar, there are thousands of pages/articles about implementation.

MS Access 07 - Q re lookup column vs many-to-many; Q re checkboxes in many-to-many forms

I'm creating a database with Access. This is just a test database, similar to my requirements, so I can get my skills up before creating one for work. I've created a database for a fictional school as this is a good playground and rich data (many students have many subjects have many teachers, etc).
Question 1
What is the difference, if any, between using a Lookup column and a many-to-many associate table?
Example: I have Tables 'Teacher' and 'Subject'. Many teachers have many subjects. I can, and have, created a table 'Teacher_Subject' and run queries with this.
I have then created a lookup column in teachers table with data from subjects. The lookup column seems to take the place of the teacher_subject table. (though the data on relationships is obviously duplicated between lookup table and teacher_subject and may vary). Which one is the 'better' option? Is there a snag with using lookup tables?
(I realize that this is a very 'general' question. Links to other resources and answers saying 'that depends...' are appreciated)
Question 2
What attracts me to lookup tables is the following: When creating a form for entering subjects for teachers, with lookup I can simply create checkboxes and click a subject for a teacher 'on' or 'off'. Each click on/off creates/removes a record in the lookup column (which replaces teacher_subject).
If I use a form from a query from teacher subject with teacher as main form and subject as subform I run into this problem: In the subform I can either select each subject that teacher has in a bombo box, i.e. click, scroll down, select, go to next row, click, scroll down, etc. (takes too long) OR I can create a list box listing all available subjects in each row but allowing me to select only one. (takes up too much space). Is it possible to have a click on/off list box for teacher_subject, creating/removing a record there with each click?
Note - I know zero SQL or VB. If the correct answer is "you need to know SQL for this" then that's cool. I just need to know.
Thanks!
Lookup columns in tables will cause you more stress than joy. Unless you need them for Sharepoint, they should be avoided. You may wish to read http://r937.com/relational.html and http://www.mvps.org/access/tencommandments.htm
I wouldn't use them. Your example is fine, but there are limitations. What do you do when you need to reference another field from the Subject table other than the name? How would you differentiate subjects that are only offered on a semester basis?
You have no way of getting a count of how many subjects each teacher is assigned without some ugly coding.
Another limitation, is when you start identifying who taught what courses during a given school year.
I'm kind of unclear on your second question, but it sounds to me like you need a subform with a dropdown list.
If you want to do the checkbox thing, it quickly becomes a lot more complicated. To me, you're starting from user interface and working backwards to structure, instead of going the other direction.
I hesitate to mention it, but in terms of full disclosure you should know that in A2007 and A2010, you have multi-value fields available, and they are presented with exactly the UI you describe. But they have many of the same problems as lookup fields, and are quite complex to work with in code. Behind the scenes, they are implemented with a standard many-to-many join table, but it's all hidden from you.
I wish MS would make the listbox with checkbox control that is used with MV fields available for all listboxes, but binding that to a many-to-many join table would be complex if the listbox control were not designed for that (with link child/link master properties, for instance).
I tried to come up with a way to offer you the UI feature you prefer from multi-value fields without actually using multi-value fields. That seems challenging to me.
The closest I could come up with is to load a disconnected recordset with your "List" choices and a check box field. Then create a form, or subform, based on that recordset which you present in datasheet view. It could look similar to a combo bound to a multi-value field. In the after update event of the checkbox field, you would need code to add or remove a record from the junction table as required.
However, I don't know if this is something you would care to tackle. Earlier you indicated a willingness to learn SQL if needed; the approach I'm suggesting would also require VBA. Maybe take a look at Danny Lesandrini's article, Create In-Memory ADO Recordsets, to see whether it is something you could use.
OTOH, maybe the most appropriate answer for you is to keep the multi-value fields and get on with the rest of your life. I'm stuck. But now that we know you are actually using multi-value fields, perhaps someone else will be able to offer you a more appropriate suggestion.

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