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Completing the triangle (or trinity)


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Posted

Scenario as follows - In FM file, select an item category from popup list. A sub set of items appears in 2nd popup box (eg select Soda in list 1 - sublist of sodas appears in list 2 eg Coke, Pepsi, 7up etc)

Now the next step is to have 4 fields - Supplier, Contact, OfficeTel, MobileTel - so that when you select (eg) Coke - the suppliers details appear in their correct fields.

Can someone guide me through this

PS ... many thanks to Jason ... thus far.

cheers

Posted

Not sure if you've caught up with my other post on this topic, but if not, here's the gist of it...

What you are trying to achieve can be implemented by using conditional value lists. They are driven by relationships, however the relationships do not have to be between multiple files - you can use relationships between fields within the same file.

An example of how you might set up the kind of functionality you have described would be to:

1. Create a value list which uses values from the ProductGroup field.

2. Create a global text field called gCurrentGroup, and place it on your layout with the ProductGroup value list attached to it (eg as a pop-up list).

3. Create a self-join relationship called 'ProductGroup' which matches the gCurrentGroup field to the ProductGroup field.

4. Create a value list called 'Products' for which you select the 'Only related values' option, choose the ProductGroup relationship, and specify the Product field.

5. Create a global text field called gCurrentProduct and place it on your layout with the Products value list attached to it (eg as a pop-up list).

6. Create a a self-join relationship called 'Product' which matches the gCurrentProduct field to the Product field.

7. Place a number of information fields (supplier, contact name, telephone, email etc) on your layout, but ensure that they are source not directly from the current file, but via the 'Product' relationship.

That's it, now your first list selection will determine the values to be displayed in the second list, and the selection in the second will result in the display of the corresponing information in the fields on your layout.

Although there are a few steps, I think you'll find it is pretty straigtforward and it won't take you long to get the basic set up working.

Posted

Thanks Ray,

I think I've completed the tasks in order, but I cannot see how the contact name. telephone etc fields match with the product in the second list. Sorry

Can you help?

many thanks

Posted

Hi Cergos,

The second list allows you to make a selection in the field called 'gCurrentProduct' (per step 5), which is the key field in a relationship to the products field (step 6).

When you select a value in list 2, it should therefore estrablish a relationship to that product, and any values sourced via the relationship will come from the record relating to that product.

If your values are not relating to the product selected in list b, the most likely reasons are:

A: The Product relationship is not matching the gCurrentProduct field with the Products field

B: The fields for contact name, telephone etc are not sourced via the Product relationship

Once these things are set corectly, if you are still having problems, you might like to look at the data to see if what you are seeing is in fact in the corresponding records.

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