Viewing all operations from one client at the fly

[Ugo DI LUCA]

How do you set a portal in Clients File to show all Quotes, Orders, Invoices, for this single client?

Do I need three portals ?

Is there a way to summarize through the line items ?

Here is the method, rather complicated I use.

In Line Items

c_ClientInvoice = Client_ID & Invoice N

[Pupiweb]

FileMaker does not allow to choose the target file of a relationship so if you want to see all items belonging to a client you can

- do something simple and have a relationship/portal to Orders, Invoices etc ... or to relevant LineItems, using the ClientID as the key

- do something terribly complex and have a fine in which you create an entry any time a record is created in Orders, Invoices etc ... in which you write the type of entry and by which you'll later be able to "redirect" the user to the correct file ...

HTH

[Ugo DI LUCA]

FileMaker does not allow to choose the target file of a relationship

Yes, actually my portal displays the values from the line items using a relationship Client_ID::Cient_ID.

But the GTRR script in that case leads me to the appropriate file (Quote, Order or Invoice), with a sub-script GTRR of the Line Items file.

This subscript use the Flag value for a new GTRR, that will either show the selected Quote, Order or Invoice.

so if you want to see all items belonging to a client you can

- do something simple and have a relationship/portal to Orders, Invoices etc ... or to relevant LineItems, using the ClientID as the key

Orders, Invoices are therefore displayed in two separate portals. That is what I actually have, but I want to have a list of all modules at once.

do something terribly complex and have a fine in which you create an entry any time a record is created in Orders, Invoices etc ... in which you write the type of entry and by which you'll later be able to "redirect" the user to the correct file ...

Storing all Modules N

[Pupiweb]

Your idea gave me another idea. What about having a new file "All Operations" that would be updated by a script from Order, Invoice File. Storing Client_ID, Invoice N

[Ugo DI LUCA]

Sorry I misread your "fine" as a "line" instead of a "file".

Not sure it is so complex to set up. I'm not looking for a "relation", I just need a "display" with Module description + N