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  1. #1
    Forum Member
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    May 2017
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    Gilford, NH USA
    FileMaker Pro Software
    FileMaker Pro
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    05-25-2017
    Local Date
    10-18-2017
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    05-25-2017

    Smile Total Newbie here - trying to make heads or tails of all this!

    My office is looking for software that we can use that will be 1 database that can be used mostly for invoicing and report creation.

    I have spent most of today watching instructional videos via "Lynda" online. I understand the "parent" "child" relationships and that the relationships need to be One to Many. Here is my issue...Many (but not all) of our clients have Agencies that may perform one or many functions for them (i.e., Invoices may go to the Agency or the Graphics for the company may come from an Agency - or from a Graphic House - which further confuses the issue at hand).

    How can I design a database that is One to Many, when the Company may also need to be linked to an Agency and/or a Graphics House, and still have the original company listed as well?

    Am I making any sense here? My mind is pretty much mush right now! If I can get past this hurdle, I think File Maker may work for us...

    Any help you are willing to offer will be gratefully accepted!

    Thank you!

    Melody

  2. #2
    FileMaker Mentor
    Join Date
    Aug 2015
    Posts
    101
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    Broomall, PA USA
    FileMaker Pro Software
    FM 16 Advanced
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    09-26-2017
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    FileMaker will be able to easily handle this. The question is are you willing to learn how to do it.
    Learning first is the key. They're are Starter Solutions you can look at to give you some ideas.
    Here's an article that may help.
    http://www.philosophyoffilemaker.com...y-beginner-107

  3. #3
    Forum Member
    Join Date
    May 2017
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    Location
    Gilford, NH USA
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    05-25-2017
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    10-18-2017
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    Thank you so much! I am certainly willing to take the time to learn it - inside and out! The tutorials I've watched so far (on Lynda) have not covered this particular issue! So grateful for this community! I'll head over to the Philosophy of FileMaker this afternoon and check it out! Again, thank you!

    Melody

  4. #4
    Good guy doughemi's Avatar
    Join Date
    Apr 2005
    Posts
    1,274
    Location
    Middleport, NY USA
    FileMaker Pro Software
    FMPA 14
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    10-16-2017
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    10-18-2017
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    What you actually have is a many-to-many relationship, which calls for the use of join tables. Start your education with these concepts. A join table is a child of two or more different parents.

    In rough terms, all of the players would be in a Players table, with a type field that defines them as an agency, graphics house, principal, etc. A Jobs table would contain each job. You would have two Table Occurrences (TO) of the Players table (TO is another concept you will need to understand before going much further) Player_Source and Player_Target. Between these two would be a Transactions table. This is the join table. The Transactions table would include a type field containing invoice, art, proof, or whatever. Each Transaction record deals with one transaction between between two players. The Jobs table would also be related to the Transactions table to define which job is involved in the transaction.

    Other tables and TOs may be necessary to flesh out the UI (for example, to show different contacts within each player), but these three tables are the core of the solution.
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