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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a database called Job Tickets and related database called Clients.

I want to see if there is a way I can view the files in Clients as a seperate layout in Job Tickets instead of having to open the Client database to add/edit new clients.

Kind of like the way ACCESS handle sub-reports in a main database. it allow you to create a main database, and add/edit sub tables inside the main database without having to open the sub table.

Posted

Hi George

Make a relationship between the two files if you do not have one and on a separate layout in the db job ticket create a portal with that relationship and installed the fields from the client db that you want to see.To create a new record make sure you check the create new record box when you make the realtionship.

Lionel

Posted

The problem is that there is no related files to create the relationship. I just want to be able to view the Client database in the Job Tickets database on a layout called clients. If I create a relationship, won't it only show the values associated to the relationship? I am not sure which field to create the relationship to show all the records in the CLients database?

Posted

Hi George

You said:

"I have a database called Job Tickets and related database called Clients." If they are related then you must already have a relationship established. Use that relationship to make your portal. If not, How do you get the information from client to job tickets.lionel

Posted

Sorry, let me back up...

They are related in that to create a Job Ticket, the user has to select a client from the drop-down menu that is a related value list from the client database.

When I added the portal from that relationship, it allows me to create the record but just is a little corkie when doing so.

Let me play with it some more and sure I will have some more questions.

thanks for the help.

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