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Scott

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Posts posted by Scott

  1. See below.

    I trigger a record to be inserted into the renewedlog_invoice when a record is tagged as renewed in the insurancehouse_members_db table.

    If the record is updated twice two entry are made in the Renewedlog_Invoice Table.

    Rather than a second record being inserted into the Renewedlog_Invoice Table I would prefer it update the first record that was created when it first triggered.

    I think similar Place works issue above your 

    Have you tried the comparison type, "NOT IN"? 

    May fix this for me???

    Many Thanks for your help

    trigger.png

    Tableresults.png

  2. Thanks for the response BaySunshine....I have the trigger working whereby I insert records into a different table and then bring them back into the original table with the trigger on it....However the email section of the trigger is not working???? Thanks for your help....

    See below screen shot of the trigger...

    Screen Shot 2018-07-11 at 12.56.52 pm.png

  3. I have a table who's population are a number of memberships with a "Start_Date" and "End_Date".

    I would like to run a trigger that renews the memberships "End_Date " with todays date using a timestamp when the membership field "renew" is set and updated to "YES".

    Following this an automated email is triggered to email the members "Email_Address" when the renew is set to "Yes" with the new "End_Date".

    I have tried doing this with a trigger in the same table but have a level 2 error and understand that update can be triggered in the same table.

    Does anyone have a work around for this.

     

  4. On a Submission form I would like a button to validate all fields and records and run my imbedded HTML in my footer, similar to the checking of fields when the submit button is executed.

    When this checking button is executed and successful a confirmation of all details appears and the final execution button appears with the data and a submit button can be executed and insert the record in the table.

    The reasoning for this is I have some front of sales people who may at time enter incorrect information and I want them to check their entries prior to a final submission execution to the table.

     

    Possible??

  5.  

     

    We are a membership based company that distributes via a number of third party stores.

    I have created a Capsio table that holds memberships for our business. The memberships are entered into the table via a form by each store we have. When submitted the store details are auto populated including email address from another table.

    On a monthly basis I would like to email a statement to each store for the memberships they have created. and once sent via email I will tag the records using another table field that they have been sent.

    I have not come across anything in capsio that will automate this for me. ie. create a report for each store and email a list of the records the records they have created. I know I can do this with email notifications on a record by record basis. However has anyone done this on a report basis for all records for a certain period???

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