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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi there.

This is quite a specific problem so I hope I can explain it clearly and you guys can help me out!

Ok, I have 3 FM files (CLIENTS, INTERESTS and RELATED) i.e. a many-to-many relationship.

I have a portal in CLIENTS which allows the user to select various interests for a particular client from a drop down menu.

This works fine when adding and removing interests of current CLIENTS records.

My problem is when I am importing records. I can import the client details fine (from a .csv file) but I want the user to be able to set the same interest for each record they import (either using a dialog or the drop down list). It should then be added to the next free row in the portal rather than replace any interests that are there if it is not a new client.

Do I need to create the related records seperately in the RELATED file? The RELATED file only contains the fields ClientID(Number), InterestID(Number), Interest(Calc), Client Email(Calc) and Client Name(Calc).

I have experimented with various script steps such as Loop, SetField, Show Custom Dialog etc. but haven't found the right combination yet!! confused.gif

Hope this is clear enough.

Any help would be much appreciated.

Thanks,

Graeme.

This topic is 7424 days old. Please don't post here. Open a new topic instead.

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