Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Multiple Form Letters

Featured Replies

I'm trying to figure out how to create multiple form letters. For instance somebody who isn't very computer / filemaker savy wants to create mulitple form letters, without having to create a new layout for each different letter in my main database. I don't really want them creating a ton of layouts everytime they want to create and save a different letter for a mail merge.

A relationship would help here somehow. I have a main database that has all the contacts. In a seperate database could i create a field that they can type the letter in and have merge fields for the contact info from the main db?

But i'm not sure how to make that work either. Or do they have to create a new layout?

Hopefully this is clear smile.gif

The related file idea sounds good. What I do is have a field LetterBody that holds the text the letter and includes merge field tags like <<FirstName>> etc. Then I use the Substitute() text function to replace the tags with the actual field data. The formula is in this form:

Substitute(Substitute(Substitute(Substitute(Substitute(Substitute(RelatedFile::LetterBody,

"<<FirstName>>",FirstName),

"<<LastName>>",LastName),

"<<Address1>>",Address1),

"<<Address2>>",Address2),

"<<Address3>>",Address3),

"<<OtherDataField>>",OtherDataField)

You can extend this formula as necessary to include more fields.

  • Author

Thanks Bob, I just want to make sure i understand what your saying. Does this formula go into the new database where the actual letterbody field would be? or in the main database?

This formula would be used for a new calculated field which could go in the main file.

In your related Formletter file you can have a field that contains the letter text, and another field that contains a descriptive name for the letter such as 'introductory', 'July Promotion' etc. Then, in the main file you can use a global field "gLetterName" with value list based on the Formletter file's name field to select the letter choice. Using a relationship between this global field in the main file, and the name field in the related file, you will then automatically call up the appropriate letter text when you refer to it via the relationship.

Clear as mud?

  • Author

oh yea, clear as mud is right smile.gif

Actually you explained it very well. I think i understand....i'll give it a shot, probably once i start playing around it will make more sense.

Thanks Again!

  • Author

BOB --- YOU ROCK !!!!!! IT WORKED PERFECTLY!!!

Thanks!

Jeff

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Account

Navigation

Search

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.