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  • Newbies
Posted

Help! I have a DONORS db (parent) and a related db of Donations (child).

We add a record in the Donations db for each donation made with the donation date.

In a portal (of donations), I do a find in the donation date field for all donations made during the year for DONORS. The found set of DONORS includes anyone who has donated during 2002, which is great, but the portal also lists all the pre-2002 donations. How do I omit these pre-2002 related records so I can print a 2002 YTD tax receipt for each DONOR that doesn't include portal rows of 2001 record. Please email me directly if you can as well as the post: [email protected]

Thank you!

Van

DONOR db

-has name, address, phone, etc.

Donation db

-donation amount, cc number, date, etc.

Relationship as follows:

ID key field in DONOR db =:: ID field in donation db.

I have beat my head 4 hours now on this and can find no solution. The FMP 6.0 User Guide on page 3-4 refers you to 3-7 which doesn't explain how to do it, just refers you to "chapter 8"

  • Newbies
Posted

Brian,

Thank you for your invaluable time on this and forgive me for emailing you directly instead of the post. But this is what I did:

In Donation DB, add a field that is ID & "-" & Year(Date).

I made this a calculation field, so all the older records would be updated. Correct?

Now each now each donation record has an ID field that has a value "58240-2001" or "58240-2002"

Then in Donor DB, add a global field YTDyear and a calculation field that is ID & "-" & YTDyear. Then, let the user set the YTDyear.

I did this, but for this year, I hard coded it like this: ID & "-2002". I hope that was OK.

The Relationship then matches the two concatenated fields.

Does this mean I create a relationship between the Donor "ID#-2002" and the donation "ID#-2002 ? I tried it with and without the relationship.

Still no luck on omitting the related records. I do a Find and input my date range into the Date field of the portal such as ">12/31/2001". I am still supposed to do my search the same way, eh? Sorry the lightbulb hasn't gone on yet.

Posted

Not sure I followed all that... and not sure why we switched to this thread which doesn't have my earlier response in it... but I'll go with it...

Change your portal to use the new relationship that you just created. The new relationship only matches the 2002 donations... the portal will only display the 2002 donations... no need to do a find at all... the relationship did the filtering for you. Make sense?

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