Comments on: Add Notes To Related Data

By: Florian

Florian — Thu, 29 Dec 2011 23:18:13 +0000

To solve the problem in your first paragraph: I would add a check-box field (or several) to the subscriber library which can also be shown in the Related Data field. Then you can create a smart collection of all records where the box is checked. I feel like the notes in the Related Data field is much more work possibly.
Then you can create new forms in the smart collection for the payment details and other info.
To save some redundant work you can use a Related Loop as well. That depends on your exact situation.

If you want, we could do an iChat session so I can actually look at your project, which might give me some more ideas.

By: Cahiers d'histoire

Cahiers d'histoire — Thu, 29 Dec 2011 22:25:48 +0000

Oh. Damnation.

I have a library of subscribers. Then I have a library of volumes (one volume per year, two issues each year). I need to make my database so that if a subscriber subscribes to a volume, I can then make an automatic list of subscribers per volume.

What I *could* do is add a new field to each subscriber entries in the Subscribers library, but that would be tedious since I would need to do that to every single subscribers entry (and I thought Related data function was there to make sure we didn’t have to do some redundant work like that). Then for each subscription of that user to a volume, I need certain informations (means of payment, date of payment, if issue 1 and 2 were sent – independently from each other-, etc.

I’m a but at a loss with this. The Notes section of Related Data seemed like the perfect solution since every Note section was dependent on on the active library entry and not on the Related Data library… BUT you cannot sort them, as you just confirmed.

I could also keep the system I came up with and make the collections normal ones instead of smart ones and drag every subscriber to volume 26 in volume 26 collection, and then on to volume 27 and 28, but that is not an ideal because then human errors (like forgetting to drag one subscriber in these hand drawn collections) could make things unnefficient…

By: Florian

Florian — Thu, 29 Dec 2011 22:00:54 +0000

Monsieur,
you are correct: these notes are linked to each record in the Related Data field, but are stored only within that field. They are also only visible in the field (if you make them visible by dragging), NOT in the original Library. Therefore, these notes can not be used for any sorting.

By: Cahiers d'histoire

Cahiers d'histoire — Thu, 29 Dec 2011 21:35:03 +0000

Are you sure the data that you punch in the NOTES section of the Related Data is stored in the active Library? In fact, I have not find where he data you put in these notes is stored : it doesn’t seem to be either in the active library or the related one.

I’m trying to make a smart collection regrouping some of the entries in the active library following a set of rules in the NOTES of the Related library (since every Notes is linked to the each entries in the active library). And it doesn’t seem like I can because I cannot select any parameter set in these notes…