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Display records? Plz help...

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Hi all,

I'm very new to FM Pro 7 and having difficulties in displaying records/data from different table. Here is the case:

I have 4 tables; Company, Customer, Quote and Staff.

1 Company can have many customer.

1 Customer can have many quote.

1 Staff can have many quote.

Summary of the relationship in order:

(Company -- Customer -- Quote -- Staff)

I've created a layout for quote and I wanted to display data/records from Company table in quote layout but failed to do so. However, I can show data from staff in quote layout. It seems that I cannot display Company's record because company doesn't connect directly to quote. Thus, is there a way to display company records in quote layout? Do I have to create portal thing?

Thanks a lot, any help would be much appreciated.

Rgds,

ren

The trick here is to get a relationship of quote to customer by the quoteID, then using this relationship of customer to company. This well get you back to the company info that owns the customer that owns the quote. See attached.

  • Author

Hi Doug,

Thanks for ur advice but could you please make the attachment in a word documents because I don't have the software to open the file.

Really appreciate ur help!

Rgds,

Ren

I don't see dkemme online. The problem is that he uploaded a .sit file, a Mac compression format (though also available on PC).

But it's easy enough to upload a .zip of his file.

Company.zip

  • Author

Thanks Fenton for the attachment, I've managed to open Doug's file now.

However, I still cannot make it work in mine.

For people who have downloaded the attachment, could someone explain what's the purpose of having Company and CompanyByCustomerByQuoteCustomerID, also Customer and CustomerByQuoteCustomerID? Because they look exactly the same to me. Although I don't understand what are those extra tables for, I still followed Doug's tips and gave it a go but unlike Doug's attachment result, the company name never appear in my quote form.

Could someone please tell me the exact steps (with every details plz..) on how to display the company name automatically?

Last question, can u actually do the other way around? Thus, instead of choosing a customer ID first, can we choose a company id/name first then show the customer name automatically? Because, this is actually more suitable for my case.

Thanks in advance to you all!

Rgds,

Ren

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