Keith Shelton

Ray Unsure what I did wrong but, in the meantime, I applied the If function and this seems to work fine. I will try the Max function again and see if I can find out why it didn't work. Thanks again. Keith

Thanks Ray for quick reply. Tried it but all change to -100, i.e. not just those over -100. What am I doing wrong? Thanks.

Can someone assist me with following please. Investment value fields showing investment, % increase to date, projected % increase PA, etc. I need the calculated projected % increase PA to be limited to - 100 % if the investment decreases in value. For example if 1000 dollars becomes 500 after 3 months, it projects as - 200 % PA but I want this to show - 100 % as the investment cannot, of course, lose more than 100 %. At the same time, growth percentages must be not be limited. Thanks.

FM4 Mac Share investment file with a record for each transaction. Each record shows investment, costs, profit, etc., plus profit expressed as a simple annual interest rate, e.g. 250 dollars made on 1000 in 6 months would be shown as 50 percent Annual rate. Each record also shows the to date figures for all transactions via Summary fields. My problem is that I wish to show the average annual interest rate for all records to date BUT I don't want the rate to change on older records. For example if the third record shows a cumulative average for records 1 to 3 of 30 percent but the 4th record pushes this up to 50 percent, I want record 3 to still show 30 and 4 to show 50. The reason being to show the growth pattern from record to record. Hope this is clear. Any suggestions are very welcome. Also to say, like other folks have commented, how much I appreciate this brilliant forum and the extremely knowledgeable people who give their help so generously. Keith from a wet UK

Thank you, that works but: When listing on the Portal, the various supply types are shown for the Contact but then the multiple choices gradually switch off until the Contact only shows one in its record, i.e. multiple check box crosses revert to one in the Contact record. The Value list on the Portal is set to pick up info from the field in the Contact record but I don't understand why this is happening. Also, as there are numerous supply types, is there any other way of displaying these other than Check Boxes which take up so much space? Thanks again. Keith

FM4 Mac Self Relationship within a Contacts file Have Portal with linked Value List - select CARS and all garages are listed etc. First time I have done this and it is very fast and really useful. I would like to know how to make it as flexible as possible. In particular, if a Contact does several things, e.g. Plumbing, Electrics and Joinery, how can these be shown on different lists etc? Obviously, I am trying to avoid lots of layouts and additional fields. In addition, are there any other ways this can be improved? As always, thanks in advance for any comments. Keith

Ray I tried that but pop up list then has Codes and Details generally separated in alpha list, e.g. Code starting C is detached from its Details starting with W. Keith

Thank you, that works. However, don't know if I have set up correctly but relationship is now based on new calc field and therefore Quotes Code Field fills with both Code and Details which is a little messy. Is there anyway I can make it more elegant? It would be nice to be able to use pop up list or type code in manually. Thanks again.

Thanks for quick reply. I may be misunderstanding you but I want it to sort on the first field which it does until I select a second field. It then sorts on the second field. Also tried making Code second choice but it still sorted based on Details and not Code. Keith

Mac FM4 1 Quotes File with Repeating Fields including Product Code and Product Details. Product Code has Pop Up List to show Product Code and Product Details which of course come from Charges File. Quotes and Charges Files related via Product Code and set to sort in Product Code order. Problem: The Pop Up List always sorts in Product Details order instead of Product Code order. If the Value List is set to display Product Code only, the sort order is correct. What am I doing wrong? Thanks for any help.

All now working. I was stupidly changing ID on Portal instead of in individual record in Line Items File. Thanks to everyone.

Still have problems. Anyone got any other suggestions before I return to wrestling?

Thanks for ideas but still having problems. It may be that I haven't got relationship set up properly or I didn't give enough info. Notepad File: 4 Records for 4 people to use. Each record has Portal linked to same Notepad Line Items file. Each Portal can have several notes still to be dealt with. Notepad Line Items File: Simple file with individual records for notes. If I upset the Relationship I lose all notes from Portal, i.e. not just the one note completed. Any thoughts please.

Thanks Peter. Can you expand a little as I am guessing, more than understanding, what you are suggesting. I should have also said that it is FM4 on Mac.

Hopefully an easy one for everyone, except me! Simple Notepad file with Portal plus related Notepad Line Items file. Items are dealt with and then deleted from portal but how can we retain the items (archive them) in the Line Items file when they are deleted on the portal? We have not clicked 'also delete . . .' in the relationship box. Thanks for any comments.