Dynamic update??

Markfre1

This should be simple but I am not getting it.

I have an 'Order header'. The first field on the form is the 'Customer'. When I select the customer (reference att), I need to display and update the customer address in the Order Header. This address can be overridden so it can't be a shortcut.

What I did was create a rule and make it dynamic.

if orderheader.customer was changed

Find customer where customer. customerid=orderheader.customerid
orderheader.address=customer.address
orderheader.country=customer.county
etc.

I know it goes to the rule and executes but nothing comes back. Maybe its not finding the customer? Becasue if I change orderheader.address='xxxxxxxxx', as soon as I change the customer it populates the field with 'xxxxxxxx'.

I just did a test to confirm and that must be it. It must not be finding the customer. Am I doing this wrong? Does this have to be a process instead of rule?

This has to be pretty basic. Select something, pull information from another file and update fields and display fields on the current form.

Thanks as I am going around in circles, but the good thing is I re-read the manuals 5 times, and found the dynamic option is the how to manual.

Thanks in advance for the help.

Markfre1

Followup. I looked at the sql files and in the customer it has the customerid (actually customers name), but in the invoice header it does not have this. It has a customer_RID.

Is this the problem. Maybe my reference is wrong.

I have the orderheader refecencing the customer. But I do not have the customer referencing the orderheader.

If the order references back to the customer, that should be ok. Because when I did a test using a shorcut, for the address, it did find the right customer.

???

weblike

Hi Mark,

You can have Reference with PEER->NONE..it's ok...

You should have Attributes in Order like : Order.CustomerStreet, Orders.CustomerTown as TextFields...

In rules you have only to do like this:

IF Order.Customer IS DEFINED OR
Order.Customer WAS CAHNGED
THEN
Order.CustomerStreet=Order.Customer.Street
Orders.CustomerTown=Order.Customer.Town

hte rule should be checked as dynamic...in rules advanced tab.

hope this helps..

Markfre1

I messed up my file changing references. But in one of my tests it looked like it worked,adding the is defined. But I need to get my files set correctly to try it again. Thanks, and will let you know later when I get back.

Markfre1

George,

Thank you! I need to read more on this but this teaches me alot. I was using the 'Find' because i thought I needed to bring the customer into context. I used to links before and I have to get this clearer picture because I guess the customer is in context by the reference.

I was thinking I have to link the specific customerid to the customerid in the two files, when I only have to link the file through some attribute like 'InvoiceHeader'.

Thanks, again as I tried one filed and it works.

Mark

Markfre1

George,

Slight problem. I took away: IF Order.Customer IS DEFINED portion.

The problem now is when I create a new order, as soon as the customer is entered, it displays the customers address, however if I type over the address, it saves the original address, not what I typed.

If I recall the record, (as long as the above statement is removed), I can type over the address and it saves.

But really the situation will be is that the create a new order, select the customer, it displays the address, and then at that time the address may need to be overridden for that order.

So it seems, that when the record is saved, it grabs what was originally in the field, not what I typed, even though its set to dynamic.

Do you know how to handle this where it will save what I typed in new order?

Thanks,

Mark

Markfre1

One other option. Don't know if its any easier. I'm looking at another system and what they do is they display the address as non editable fields on the form with a link to 'change address'. It pops up a populated record, and you change it there.

They have on this form a checkbox to update the customer record as well. Its a good idea.

So would it be easier to pop up an edit window if we need to change the address, and would this help us get around changing back to the original address. Just looking for how to do this and the best way.

Thanks again for any help.

Mark

weblike

Hi,

Try to use in Advanced tab of the rule "Do not use rule anywhere else"...

I use it in this cases and it works...

Thank you...

Markfre1

Your'e kidding me. I looked at that 10 times and ignored it. It worked. Thanks.

Don't want to take up all your time but I am on the next section and not sure the best approach. If and when you have the time.....

When I get to the invoice lines section. I wanted it to look like

item code description quantity price extension

So I told it inline editing. My item code is referenced as a dropdown to the item file as peer none (think this is right). I can't get the item code to show on the line. Only if I pop up a window to add it does it show with a dropdown.

When users are entering invoices/orders they enter the header and the lines usually display below and you just click add and it opens up a line, not pop up a window to enter it.

Am I approaching this wrong? Any advice is appreciated.

Thanks again,

Mark

Markfre1

Look at it a little further. If I click Add and have it pop up a window, the drop down is there.

I just prefer to go into that section, click add and start entering below. Possible? Mark

weblike

Hi Mark,

Follow the Ordering sample application which came with AwareIM...
AwareIM sample applications are very useful...
I used them a lot to learn some principles ...and there was other developers on this forum which light up my mind, also 🙂...

Markfre1

Thanks George. I looked through all the apps, but the sample order app is not typical at all. It selects an Product, adds to list, no selection of customers because you login as customer, etc.

I actually wrote and extensive app in AwareIm which as been running 2 years (switchmybooks.com) but AIM did the initial structure of the database and some of the code. The app is extremely sophisticated but the screen interaction is more simple then what I am trying to do now. It's testing my AIM weaknesses.

Basically I'm trying to replicate what I have done in other languages and trying to figure out if AIM can do it, and its a lot of trial an error. Every hour, I'm progressing. Thanks for all your help.

Mark