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biiiink

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About biiiink

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  1. I did also post this on the Filemaker forums here : https://community.filemaker.com/message/503303 I was slammed with work over the past week and just didn't have a chance to try out the suggestion. Also. He
  2. I have a relationship of: Clients ---< Policies ---< Renewals On the Renewals table, I have a field named "Employees" which tracks the number of employees a Client has. Renewals happen once a year for each policy. One client can have multiple policies, and as a result, multiple renewals a year. I need to be able to track the total number of employees each year, but since Clients with multiple Policies will have employees registered under both policies, it results in duplicates in the Employees field. For Example: Client A - Policy 1 - 2015 Renewal has 50 Employees Client
  3. The screenshot is in the original post
  4. The majority of clients will have only one policy, with one renewal per year that the policy has been in place. A few clients will have 2 policies. It would be rare that a client have 3 policies. I originally tried filtering the portal as you described above, but I still ran into the same problem as shown in the screenshot. Upon further testing, In the portal showing records from the renewals table, it seems that any fields that are from the policies table will only show information from the first policy record
  5. It is the policy that gets renewed One Client can have multiple policies. Each policy will have multiple renewals. For example: If Client A has 2 Policies, and each policy has renewed 3 times, that would be a total of 6 renewal records that are related to Client A. I need a portal that shows all 6 renewal records on the Clients layout.
  6. My database has Relationships of:  Clients ----< Policies ----< Renewals  In a layout on the Clients table, I have a portal that shows all of the related Renewal records  I would also like to be able to filter the Portal with 3 different global fields.  The names of the fields I want to be able to filter by are: Year, Carrier Name and Status.  The problem (at least I think it is the problem) is that the Carrier and Status fields are stored in the Policies table  I attempted to create the Carrier filter.  I created g_CarrierFilter in the Clients table.  Created a
  7. What I posted above seems to work for my purposes. I've put it in the Validate by Calculation section for the Email Field, but again, how do I allow the field to be empty and it not return an error? hmmm...I thought I tried that earlier and it didn't work, but it works now. I must have done something wrong the first time. Thanks for your help
  8. I guess im just looking to make sure that it has an "@" and a period in it. I found this through google, and it seems to work well: Let ([ L = Length ( Self ) ; // get length of eMail address At = Position ( Self ; "@" ; 1 ; 1 ) ; // Find at least one @ signred Period = Position ( Self ;"." ;L ; -1 ) ] ; // Find at least one period from a right to left search At > 1 and At < ( Period - 2 ) and Period < (L - 1) // Return boolean T/F if @ and period were found in a normal email range )
  9. Hello I have an email field in a Clients table that I would like to ensure has a valid email address to avoid any issues with typos and such I'm not quite sure how I would go about doing this Also, the field needs to be able to be empty as well
  10. Thanks for your replies I currently have all of the possible lines of benefits as fields in the Policy table. I believe that the Policy-<Benefits relationship is a many to many relationship. One policy can have multiple benefits, and one benefit can be in multiple policies The Renewals table is basically what you were describing the Rates table to be I'll give an example to try an illustrate where Im getting confused. Client 1 has a new policy in 2013 with 2 classes (Class A, and Class B. and each Class has a their own Health rate. (class A = $10/month. Class
  11. Hello I'm pretty new to Filemaker.  I'm using FM 13 Advanced.  I've taken 2 courses on filemaker on Lynda.com.  I feel that I've got a good grasp on the application, but I'm certainly still new, and still learning  I am designing a database for my group insurance business.  I'm working on the Relationship Diagram, and I think I have most of it sorted out, but I've run into one problem.  I'll start by describing how the DB will work.  Each one of our Clients will have a minimum of one Policy.  Each Policy will be through an Insurance Carrier.  Each Policy will consist of t
  12. Welp. That was amazingly easier than I was thinking it was. Thanks for your help
  13. Hello I'm still fairly new to FM I'm building a database for my business. In the Clients table, I have a details view that shows me all of the information about them, including a portal that shows all of the policies that the client has in the Policies table. What I would like to do is have the Policies Portal hidden if the Client does not have a policy record in the Policies table. I'm not quite sure how to go about doing this. Any help would be appreciated
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