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Display Related Records Without Using a Portal?

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Anyone know how I can do this? I have a core table called "clients". I have a related table called "state id's". I have reports that are generated from dated in other related tables as well. I have a table called "report steps". Now I have a "status" window based on the "report steps" table. This windows shows the status of each "clients" report. For some of these clients they have related "state id's". For each "clients" "report steps" I want to display the "state id's" that require this report. Today, each "clients" "report steps" record has a small portal window displaying the "state id's" for each client.

The problem is that I don't want a) a portal window or, B) state id's that do not require a report. I only want to show the "state id's" that belong to the "clients" AND require a report.

I think I may have designed myself into a corner. Any idea's?

Hello Papabjoe,

You haven't said what version of FileMaker you're using. You also haven't said whether the information about which state reports are required for a given client is stored anywhere in the database and, if so, where and how.

Without those two pieces of information, anyone who tries to answer your question is really thrashing around in the dark confused.gif

However assuming that there is an indeication somewhere as to which state id's reqiure a report for a specific client, you should be able to solve your problem by:

1) Setting up a filtered relationship which returns only the state records that are related to the current client and also require a report, and

2) Defining a value list that takes its values from the State ID field via the relationship at 1) above, and

3) Creating an unstored calc that uses the VaslueListItems( ) function to retrieve the values from the list defined at 2) above

4) Adding the calc to your layout in place of the portal you have at present.

I'm afraid that's about as specific as I'm able to be with the information available.

  • Author

Sorry,

I assumed every one would know version seven due to my reference to "tables". Windows XP. The table called state id's only contains a serial number, state id, state, and label field.

Several states have id's like california and texas. However, these state do not require reports like new mexico or oregon.

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