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Claris Engage 2025 - March 25-26 Austin Texas ×

Portal isnt pulling related records through.


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Posted

I have this problem but I think I'm just missing something very simple. I have a core table called "clients". I have a related table called "fleets". Related to fleets I have a table called "units."

It is possible for a client to have more than one fleet. Each fleet can contain more than one unit.

I have a layout based on "client". On the layout I have a portal based on units. I want to see ALL units related to the client through the fleet relationship.

As of today, all the portal displays is the very first unit record of the very first fleet record.

Any suggestions?

Posted

I believe you should be using the Units relationship, not the Fleet one, for your portal.

Posted

My portal is based on the table occurance called "units". That table occurance is a child of "fleets". "Fleets" is a child of "clients".

fleets are related to clients when clients:client_id = fleets:client_xd.

units are related to fleets when fleets:fleet_id = units:fleet_xd.

Do my units have to have an xd_clients relationship as well ("xd" meaning external id field)? In other words does each unit record have to have a client_xd field that matches my client_id field in the clients table?

Grandpa wants to see the grandbabies.

Posted

I don't know what was wrong. It was set up the way your example has it set up the first time.

Maybe I was holding my mouth wrong.

  • 2 months later...
Posted

>Grandpa wants to see the grandbabies

While searching the archives, found this thread that seems to ask the same question that I have. Unfortunately the model from Queue appears to be v7 format which I can't open with FMP4, so I'm uncertain of the solution. (I've been using FMP for a while but inexperienced with relationships)

Using the OP e.g. as a reference...

I have the Client, Fleet and Unit files, and the relationships as Papabjoe suggests.

In Client I have a portal where I can see the Fleet records of a given Client_Id.

In Fleet I have a portal showing the Unit records of a given Fleet_Id.

How do I see the Unit records for a given Client? Do I have to have a Client_Id field in the Unit file? Seems like a duplication of data.

Thanks for any help.

Posted

For versions before 7, a little duplication is necessary for this type of thing. You could either put the client id in the Unit file or you can create a value list in Client based on the related serial field in Fleet, an unstored calculation field of ValueListItems( Status(CurrentFileName), "Fleetvaluelist" ), and a relationship from this calculation to the fleet serial field in the Unit file. Then use a portal base on this relationship.

Posted

Thanks for this Queue.

I have tried out your valuelistitems technique and it gets me part way there. I now have a portal in Clients showing records from units. The only thing is it shows ALL units, not just those of that client. Not sure if that is expected behaviour or maybe I did something wrong :-)

Thanks.

Posted

I confirm.

So you are stuck to use a script.

The best would be a 5 steps procedure.

1. Go To Related Records from ClientID to Fleer Records with Show Only related records.

2. Copy All Records in a layout holding ONLY the FleetID field

3. Move back to the Client File

4. Paste content into a global gChildrenKey

5. View related records through a Portal "ChildrenstoGandchildren" with gChildrenKey on left side and UnitID on the right.

If you need more help in setting this, just ask or do a search for "Copy All Records" as 99% of its use (and therefore the mention of this script step) is just for this purpose.

Posted

No related value lists? I wonder how I survived using 4 for two years without them. Ask.gif

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