Relating file

[IEW]

As a new user of FM7 I am having trouble relating a file. I have a file called "quote" we open to process quotes on parts. I want to be able to search the Master Inventory file from the quote sheet and entert a part no and retrieve the data and store it in quote file. I have tried lookups and finds to no avail. What am I missing here?

[Reed]

Maybe you could post what you have so far so people could see where you're coming from...

You could set this up as a many-to-many, where you place a portal to the inventory table on a layout representing the quote table. if you relate the quote table directly to the inv. table with a cartesian product join (x), then the portal will show you all of the things in the inventory. you would also need a join table that stores info on which parts are in each quote. A script attached to the portal showing all the inventory would capture the inv. ID in a parameter, and then create a new join record with the inv. ID and the quote ID.

If you have a lot of different inventory, you could filter the Inv. portal so that only certain items would show depending on the value in a global field on your quote layout.

You could also have a second portal showing the join records for each quote

I whipped up an example file and attached it here. It could use some work, but it's a good example.

Dana

quote.fp7.zip