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merging related records to text/letter

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I have a portal which contains multiple related records that I want to merge to a letter.

Example: Record 1 has three associated portal reocrds. The fields are MealType, Date, and Cost Estimate (i.e., lunch, 2/21/05, $8.75). I want to insert/merge all three related records into part of a letter. I am able to merge the first related record into the letter but I'm unsure how to merge the rest.

Any advice?

Micshrp:

Welcome to the Forums.

When printing related records you are best off printing while in the related table. Optionally, you can script the collection of the data from the related fields into a single global field using a loop, and the global field can then be used in your letter.

-Stanley

To get the values from multiple related records in one field you can use the Design function,

ValueListItems (Get(FileName); "Value list name")

So you have to create a Value list, filtered by that relationship, targeting the field.

You can surround this with a Substitute, to change to comma-separated,

Substitute ( ValueListItems (Get(FileName); "Value list name");

  • Author

Thanks for the advice. I was able to merge them as I wanted using the calculations you described.

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