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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, I'm a total newbie to filemaker, trying to learn my way through it. I have a few different tables/files/databases, whatever you want to call them. I have one layout in the 'contact' table that I would like to summarize most of the data from the other tables. I have portals assigned to the other tables, displaying the relevant information to the table all in one main layout. I have a client_master table that takes name, ssn, etc. portal, an address_master portal, and a significant other portal to try and track the client's 'significant others'.

What I want to be able to do is have a button that will create a new record in one of these other files, and keep the on field that links them all called mis number. It's basically a number to keep all the tables linked. The MIS # in client master has to be unique, but doesn't have to be in significant other as well as address master and so forth.

To summarize, I'd like to be able to press a button on the contact form or something, enter in the new information, and have it show up in the portal list back in the 'contact' layout. I hope you understand what I'm trying to explain, and help would be appreciated! Thanks!

Posted

You can do this two different ways.

You can set up the relationship to allow creation of a new record in the related base and then create your new records directly in your portal.

You can creat two scripts, one in the original database that copies the MIS number and "performs external script" then another script in the target base (the external script) that creates a new record and pastes the MIS number.

Either should work, just a question of how the flow works best for your needs.

This topic is 8014 days old. Please don't post here. Open a new topic instead.

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