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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need to create an invoice

On that invoice i need to be able to choose from a list of cutomers and then it will give me a choice of different contact for that customer with there information (phone, address....)

Can someone draw me a relationship for that so that I can recreate it in filemaker.

Thanks

Posted

You just need to append a table of Contacts to the Customers table, matching on CustomerID (so that it is one customer has many contacts). 

Then define a value list using values from Contacts::ContactID, include only related values starting from Customers (this is assuming you want to use a value list to select the contact, after having selected the customer).

 

Posted

I got the customer and contact working, they are in 2 different tables and from the customer table i can see matching contacts, but I am trying to see them in another table Invoice.

chart.png

Customers.png

Contact.png

Something like this.

invoice.png

Posted

You are missing a relationship between Invoices and Customers. I thought you already had it.

Have look at the attached demo. After selecting the customer, you can select the contact either from the drop-down list or from the portal in the popover.

 

SelectContact.fmp12

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