Jump to content
Salesforce and other SMB Solutions are coming soon. ×

new to FM - look up help!


gaspatcho
 Share

Recommended Posts

Hi All,

 

I'm new to FM and need help with lookups.

I can do this all day in Excel, but FM? not so much...

 

I'm creating a basic FM database on energy usage and savings.

For example, I have one table called "Equipment". I have another table called "Measures". A "measure" is made up of an existing piece of equipment and a proposed piece of a equipment.

 

TblEquipment contains fields like: watts, kilowatts, name, model #, etc.

TblMeasures contains fields like: quantity, existing watts, proposed watts, watts saved, kilowatts saved, etc.

 

TblEquipment has records with values for the fields mentioned above.

TblMeasure is where I'm getting stuck.

 

Basically, I just want to have a layout that will allow me to build a measure (i.e. enter an existing piece of equipment and a proposed piece of equipment). In the measure layout, I select an existing piece of equipment from a drop-down using Equipment::equipment_name. I would then like the "existing watts" field to populate with the associated watts.

 

I can't figure this out at all.

 

Please help? Thanks all!

Link to comment
Share on other sites

How are your relationships set up?

You most likely need a join table...called BuildMeasurement, related like a basic invoice solution:

Invoice------Products

TblEquipment------TblMeasurement

 

BuildMeasurement is your line items table and can be a portal on TblEquipment. There you would use lookups or auto enter calculations to add the lineitems thru the relationship

 

Edit: Take a look at the Invoice starter solution, and look at how they use look ups and calculations from the Products table

Edited by Steve Martino
Link to comment
Share on other sites

 Share



×
×
  • Create New...

Important Information

Terms of Use