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Claris Engage 2025 - March 25-26 Austin Texas ×

How omit related records from a Find in a portal?


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Posted

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

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 YTD tax receipt for each DONOR.

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". Argh! Please email me directly if you can as well as the post: [email protected]

Thank you!

Van

Posted

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

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

Then, let the user set the YTDyear.

The Relationship then matches the two concatenated fields.

HTH.

This topic is 8075 days old. Please don't post here. Open a new topic instead.

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