Submitted by jan_rifkinson on 2010/01/08 11:10
Here's the situation:
 
My contact list is constructed of TLI names. Could be people or companies  Example:
 
Mitchell oil & gas company
  oil delivery
  appt to clean furnace
  negotiated a winter price per gallon
 
Pierre
  discussed calendar functions
  reserved trip to montreal as tourist & IQ lessons
  license / registration number pending
 
 
In order to keep track of my utility deliveries -- oil & gas, I created a new "utilities delivery grid" w a form which I use to add
 
what kind of delivery, i.e. oil or gas
date of delivery
# of gallons
cost per gallon
total cost of materials delivered (needs row equation # of gals x cost per gal)
payment duedate
 
What I wanted to do was to link only the TLI "Mitchell Oil & Gas Company" to the new Utilities Delivery Grid
and keep track of the deliveries as children of this TLI
 
You might ask me why I don't just do this in the Contact List, itself.
The answer is that there are a # of columns in the delivery grid that I don't want to add to the contact list
You might as why I don't use the form instead of columns to add the data & not worry about the columns
The answer is that @ some point I'm going to want to see this data in tabular form & get column totals on an annual basis
 
Of course I could just ask the Mitchell Oil & gas company to send me an annual report
and I could create an excel type grid & link to it
 
but I'd like to know if I can do what I want in IQ, i.e. link only the TLI 2 another grid. I couldn't do it. All the paste functions carried the children over with it.
Or does it make more sense do this in excel & link?
 
Thanks.
 
--
Jan Rifkinson
Ridgefield CT USA
 
 
 
 
 
 
 
 
 
 
 
 

Comments

 
create your Utilities Delivery Grid
give the relevant item a tick in the "Utilities Delivery" field
you would have to use flat view in the "Utilities Delivery" grid Jan (I hardly ever do myself so no expert here) - the sub-items will be there but they wont expand (I believe by default, certainly the case here anyway)
 
Would that suit your needs ?
 
 

jan_rifkinson

2010/01/08 12:44

Permalink

What you suggest definitely works.  Thanks much.
 
Maybe I'm making it more complicated than need be. I'm in my copy / paste mode, i.e. playing around w it.
So I was trying to figure out if I could copy paste just the contact TLI (w/o children) & paste into a new grid as a linked copy.
All this comes out of my tiresome thread @ www.sqlnotes.net/drupal5/index.php
 
I'd guess there are lots of ways of doing this because IQ is so maleable.
 
In my contact form, I also have a company data field & I could add that to the usage grid & put in all the usage data under that
I tried linking contact TLI to usage grid by ID# but when I click on that link, IQ opens to scratch view, adding it's own set of default columns so that doesn't work for me
 
--
Jan Rifkinson
Ridgefield CT USA
HP Blackbird Vista Ultimate SP-2