multiple program records for each client 1

[DavidBrook]

I am a therapist with rdbms experience but a looong time ago. I have FM8 Pro (very new user). The input screen I have built has client data at the top, and client history sessions at the bottom. There can be many session records for each client. I have defined the relationships (2 tables only) and specified the data fields for each input field. What I cannot figure out is how to start and store a new session record below the client data. I have a session sequence field and want to show the session record ID in a pull-down list, then select as I wish, or start a new session record. I know I will not be the first to need this so I know there is a way, I just dont know what it is. Any help out there? David

 

[JeanW]

If I understand you well, you have 2 tables.
T1: with for each client a record with details.
T2: with for each session a record with details.

When you say:"and client history sessions at the bottom", how do you show the data ?, in a portal ?

 

[DavidBrook]

Thanks for the reply. It is on a single page, no parts. Client data at top, session data at bottom, separated by a graphic line. Because I am so new I dont know what a portal would do. In essence I want to enter the client static data on the 'Client' table, then tab to the nexy field which is the Session Seq fied in the sesion table. Ideally I would be able to pull down a list of existing sessions, (clicking any one would display the data for that session), or create a new session and then enter the data in what would be blank fields. Sorry I wasnt so clear, hope this improves the description.

David

 

[JeanW]

Hi David,

I would go for 2 tables.
1 for Client and
1 for Session.

In the Client table you put all the Client info, with a ClientID as basis.

In the Session table, take the ClientID again and make also a SessionID. Put here all the sessiondetails.

Make a relatioinship between ClientID in the Client table and ClientID in the Session table.

Back to your Client layout, put a portal based upon the relationship, showing fields from the Session table.
This portal will show all the sessions from the given client.

In the portal put a button attached to a GoTo related record script.
Clicking on this button will go to the related Session record for the given Client, showing the details of that session. (you can even show the info temporarly in a new floating window)

If you enable creating records through the relationship, you can add new sessionrecords for the given Client from within the ClientTable.

Look in the Help file for relationship and portal to understand the mechanic.
If stuck, feel free to post again.
I know this is in a nutshell...

 

[DavidBrook]

Thanks Jean, this looks like it is what I needed. Tables and relationships set up already, the portal appears to be what I was missing. Thanks a lot!

David