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| QSA ToolWorks Public Feedback Forum > General Helix Talk > Sub-Form set up improvements | You are not logged in. Login or Register. |
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| Author: | Topic: Sub-Form set up improvements | |||
JeffNY Posts: 67 Registered: 2003-05-23    |
 Posted: Sep 12, 2003 12:21:26 pm    
I would like to see setting up templates with sub-forms simplified. For beginners and people who don't set them up every day they can be confusing. I should know how they work by now. But I've been reading the manual the past two days trying to set up this simple form. The eight lists used to set up the form in the template is not very intuitive. I've really not given much thought on how to improve it yet, maybe some of you have some ideas to make it more self-explanatory.... And I'm just setting up this form with a sub-form and realized, if you want to list the items in the sub-form in an order different than the "index" used to link the sub-form to the host form you can't do it.....can you? Am I missing something? I can't remember if I ran into this before or not.....you can set the order of the host form, but not the sub-form. Right? Jeff 
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| chuckbo Posts: 42 Registered: 2003-04-09 |
Posted: Sep 12, 2003 1:59:33 pm
Jeff, you can set up the order of the subform. Let's say that your outer form shows customers and you'd like the subform to show their orders, listed by date. The matching field is going to be Cust#. Create an index in the subform's relation that has Cust# as the first field (to match on) and has Order_date as the second field in the index. Use this index as the matching index (remember, you can use any index that lists cust# as the first item in the index). Is that clear? chuck |
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keVin Posts: 30 Registered: 2003-04-09 |
Posted: Sep 13, 2003 9:03:08 am
If you mean the index cannot be changed in User mode like it can with a normal list, you are essentially correct. As Chuck pointed out though, any index can be selected in Design mode. With creative posting, it is possible to post sequential variables on which the list is indexed. Examples of subforms can be found on the DataPixel website and are demonstrated in the on-line class. Of course none of this is meant to undermine the notion that improvements cannot be made in the subform construction department. Subforms are a learned behavior -- not very intuitive. Like dry wine, it's an acquired taste. - Edited by keVin on: Sep 13, 2003 9:08:30 am |
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| JeffNY Posts: 67 Registered: 2003-05-23 |
Posted: Sep 13, 2003 12:39:55 pm
Chuck, >>and has Order_date as the second field in the index.< That's it!! That's what I forgot, to add additional items to the index! Thanks! What I'm trying to do is simplify applying payments to charges for bill of ladings. One check may pay 400 bills...very time consuming to look up and process manually. But with each check I get a printed statement (or "voucher")...each check may pay 2 or 3 vouchers (each with 60 to 100 bills listed that the voucher pays). So I now scan each voucher/statement into an OCR program (OmniPro)....save the text file...do minor edits in Word (5.1!)....then use a Helix app I made to import that data to check for errors and add the check and voucher numbers. It's really kind of neat, I use validations and conditional colored fields to quickly identify errors (OmniPro is real good...but this helps me quickly find the few typos). MUCH better than using a spreadsheet. The prep'd data is then dumped....ready to be imported into a separate relation (that holds the payment data) in the bill of lading software....now the computer (Helix) can match the payments to the proper bill of ladings and I just have to click click click through them to apply the payments. That's what I'm finishng setting up now....so I can just open the form, enter a check or voucher number (inert fields) and have Helix list bills that match either/or those. Anyway, thanks. And thanks Kevin for the posting idea! I will keep that in mind... Jeff
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