[FX.php List] Approach to update FM data from web input

[Michael Layne]

You're right about the staff... That's  a luxury not everyone has.   
This particular client has full-time staff dedicated to this and other  
related data management tasks.  I realize Option #2 is not for everyone.

I guess the link to the screenshot sufficed.  Now I know... (I got the  
system email saying my post was too large :-))

Thanks,

Michael

Michael Layne  |  9 degrees development  |  9degrees.com  |  skype:laynebay

On Aug 27, 2008, at 12:08 AM, Jonathan Schwartz wrote:

> Great example, Michael.
>
> Our email crossed each other. This looks like Option #2 that I  
> described in my summary email.
>
> I guess it depends on the volume of changes, and if staff is willing  
> to review and approve.
>
> I was also thinking that the implementation could start with Options  
> 2 and then perhaps migrate to the auto update options (Option 1) if  
> the process proves not be in need of supervision.
>
> Thanks!
>
> J
>
>
>
> At 11:12 PM -0400 8/26/08, Michael Layne wrote:
>> Jonathan,
>>
>> We do something like this - but we "control" things a bit to insure  
>> the integrity of the data in case the "customer/user" inadvertently  
>> messes things up.
>>
>> We use a temporary table to capture what the customer CAN change,  
>> then compare to what we have.  We check it, and then overwrite with  
>> a click of a button for each field that doesn't match. We have some  
>> tracking in place anyway, but this makes the customer happy they  
>> get to control their information, and we can double-check things  
>> (for a little extra control :-)).  I've included a screenshot that  
>> paints the picture (Hope that is alright or is it a no-no here?)
>>
>> Good luck...
>>
>> ADDITION:
>>
>> oops... no attachments I guess...  here is a link to a screenshot...
>>
>> http://www.9degrees.com/i/data-control.gif
>>
>> Michael Layne  |  9 degrees development  |  9degrees.com  |  skype:laynebay
>>
>> On Aug 26, 2008, at 8:42 PM, John Funk wrote:
>>
>>> Jonathan,
>>> I had a solution a few years ago were I duplicated the table, then  
>>> put all
>>> new / changed data into and kept the old data intact. Then  
>>> navigating them
>>> to a duplicate screen that shows the new data. This way I had an  
>>> "undo"
>>> function.
>>> John Funk
>>>
>>> -----Original Message-----
>>> From: fx.php_list-bounces at mail.iviking.org
>>> [mailto:fx.php_list-bounces at mail.iviking.org] On Behalf Of  
>>> Jonathan Schwartz
>>> Sent: Tuesday, August 26, 2008 6:04 PM
>>> To: fx.php_list at mail.iviking.org
>>> Subject: [FX.php List] Approach to update FM data from web input
>>>
>>> Hi Folks,
>>>
>>> I'm working on a solution where the user (customer) will be able to
>>> log in and update their customer information online.
>>>
>>> While this isn't an issue technically, there's the business issue of
>>> how to process the new data without the risk of losing the original
>>> data....especially if the new data is invalid.
>>>
>>> In my last experience in this arena, I was astonished at how
>>> determined one user was to erase every bit of data presented on the
>>> web form.  The customer could just clicked one box to become
>>> inactive.  Instead, they felt compelled to eradicate their data.  In
>>> this case, there was a second records for each customer that
>>> contained the original data...the effort was futile.
>>>
>>> So...what do you folks do?
>>>
>>> Jonathan
>>>
>>>
>>> --
>>> Jonathan Schwartz
>>> Exit 445 Group
>>> jonathan at exit445.com
>>> http://www.exit445.com
>>> 415-370-5011
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>>
>>
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>
>
> -- 
> Jonathan Schwartz
> Exit 445 Group
> jonathan at exit445.com
> http://www.exit445.com
> 415-370-5011
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