Hi Charles,
Yes, I am a little lost. Perhaps Don's suggestion is more on track???
Even though I am lost, I will try making this suggestion.It is a multistage
stage process.
1. Create a new temporary panel that reflects the field contents of the
external file, this sounds like it will be similar if not the same as the
existing customer master panel.
2. Import the external data into this temporary panel
3. run a report which matches the relevant records of data in the import panel
to the master panel, and do whatever record creates, RV store's, saves etc.
that are necessary
4. Remove the temporary panel
Regards
Brian
----- Original Message -----
From: Charles G. Wolf
To: Dataperfect Users Discussion Group
Sent: Sunday, January 13, 2008 12:07 PM
Subject: Re: [Dataperf] Can this be done?
Hi Brian,
I think I haven't done a good job of explaining the situation. I sent them a
file of customers, and they chose a random 90% and sent the file back to me.
Using the "90% file," which contains a field which uniquely identifies it and
is in common with one on the master file, I want to locate each record in the
master file and create a child record in another panel.
I do import merges all the time. What I want to do is a merge with report
parameters (find the matching record, create a record through a link, store RV
into fields, save record, etc.) Those are all report functions, but I need to
accomplish those actions while matching records from an outside file.
Perplexing.
Perhaps if I added a special field that I could place a marker in when I do a
merge, then run a report based on that marker. A two-step process.
What do you think?
Charlie
Brian Hancock wrote:
Hi Charles,
Do you have to import the file they gave you? CTRL-F5 import?
Does this "import" data have a field that uniquely identifies it as
belonging to a record in your application? eg same Primary Key? or
combination of data fields?
Can you import the data into its only panel, and then do all your
processing through virtual links?
Brian
----- Original Message -----
From: Charles G. Wolf
To: Dataperfect Users Discussion Group
Sent: Friday, January 11, 2008 3:14 AM
Subject: Re: [Dataperf] Can this be done?
Hi Brian,
Actually, I sent them a file of my names, and they randomly chose 90% of
them and sent me the file back. Both files have a matching field in the parent
record (the Customer Number). I must find the proper parent record first, then
create a record through the panel link to record the mailing because each
record's unique ID number (not the customer number) must be carried through the
link. An auto-increment field is also at work here when each mailing
transaction is created. I'm not sure that what you described will work.
Thanks.
Charlie
Brian Hancock wrote:
G'day Chucky,
I presume you have some way of reliably identifying which customers
received it? If so then there are numerous ways you might be able to approach
it.
On a report based on the Parent panel, create a subreport to loop
through the child records until you find the one you want and then store some
data away into a report variable, (when looping through child field initialise
the variable to nothing in the report and not in the subreport header, and
either only write data into the variable if the variable is empty (eg assign
RV99 with the formula: IF Rv99 = "" then blah blah ELSE RV99), or you might be
able to use formulas to set flags such as RV99 = RV99 OR (FieldX=value) or
alternatively set a flag and and then stop the subreport when the appropriate
record has been found. Just remember to always initialise the flags before
running the subreport.
Then when you exit the subreport you are back to the main panel with
information about the data you found, or checking that the flag has been set,
so you can populate the field you want to update, eg set RV98 = IF RV99 THEN
[value] ELSE [oldfieldvalue] END, and save that variable to the field
Regards
Brian
----- Original Message -----
From: Charles G. Wolf
To: DataPerfect Users Discussion Group
Sent: Wednesday, January 09, 2008 3:42 AM
Subject: [Dataperf] Can this be done?
Hi Everybody, and Happy New Year!
I'm wondering if the following can be done.
My customer list in DP has a child panel in which I record what and
when I mail the customer promotional literature, catalogs, etc. I'm currently
involved in a test marketing program where I sent in a file with a list of
customers who were eligible to receive catalogs, and a random 90% of those
names were selected to receive a catalog. Now, I want to record that mailing
in my database.
There is a common data field. I can't do it directly to the child
panel, but must do it through the main panel because a unique record ID is
pulled through the link and a transaction number is created. Can this be using
a merge/replace feature on in import where I then create a record through the
link?
Your thoughts are appreciated.
Thanks!
Charles Wolf
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