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Claris Engage 2025 - March 25-26 Austin Texas ×

Displaying the same title throughout all pages/table?


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Posted

Im currently setting up a management system in which I enter in all my client information. I have setup different pages/tables for different information, Example: 'Project Info' / 'Task List' / 'Invoice' / Etc..

Now, at the top of each page i want to display the clients name which is entered in a field on the 'Project Info' page/table. How do i display that field on all the other pages/tables?

I have actually got this to work, by using this code:

<>

EXAMPLE: <>

This works fine, until i enter a new record on another page/table - Once i enter in a new record the Client name at the top of the page disappears.

How can i make this work?

Posted

For the field to show properly, the tables need to be related to the table containing the title. Once common method is to make a "Main" table which directly relates to all other tables. Main has system-wide & user specific globals, and usually only one record. Make sure the relationships to Main always work, one way to do this is by relating global calculations where the calculation is simply the number 1 (so it's always true and always relates).

Posted

The relationship diagram that you have put up does not have equijoins between the tables. They look like inequality joins but the picture is a bit small so I am not certain. If you have only one client name then following CyborgSam's suggestion you should make it, probably along with the other fields in the project table, into a global and then it will be accessible from anywhere in the file.

Posted

Thanks CyborgSam for your response, but i dont think i've got my head around this one yet..

Let me explain to you my current setup and what i've done so far:

I've setup 5 tables in which each table has its own page/layout:

1) Project

2) Services

3) Task List

4) Access

4) Invoice

Here's what i've done:

- In the header of each page I want to display the client name.

- The client name is entered in on the Project page (which only has the one record)

- I've related the 'Client' field from the 'Project' table to all other tables as you can see below:

fm-screen.jpg

- Finally in the header to display the 'Client' name i used a text field with: <>

As I said earlier it works fine until i enter in a new record.

Now, here's my questions/comments:

- When you say to use a 'Main' table, i assume that the 'Project' table I have setup will work fine.

Make sure the relationships to Main always work, one way to do this is by relating global calculations where the calculation is simply the number 1

- Im not exactly sure what to do here? Hopefully after explaining to you exactly what im doing you could give me more instructions.

Thank you very much for your help. Much appreciated.

Posted

Thanks for your reply SlimJim - Very strange about your post appearing before mine..

Im very new to FileMaker, so some of this is going over my head and basically im learning as I go. I do however have a basic understand..

How do i make a global tabel, or is it any different from a normal table? and then how do i access the field from a global table?

Posted

Sorry, it's not the table that is global it is the field.

When you have defined a field and with the field selected in the Define Database dialog click the options button. You will get a tabbed property sheet with one of the tabs labelled Storage. Click that tab and the first option is a checkbox Use global storage... If you check it then the field becomes a global field. This has various consequences one of which you will see imediately. All indexing options are turned off. From your viewpoint the main advantage is that you can drop a global field into any layout. It dos not have to be in a related table. So if client were a global field then you can put it anywhere without setting up relationships.

Posted

Here's a picture of the Main table concept. Notice the global calculation in each table zgcn_1 and how the tables are related using the Cross Product X instead of =. The zgcn_1 is enough with the =, I add the X just so when the Relationship Graph gets busy it's easier to see these. Note that the relationships between the other tables aren't pictured, the main idea is to make sure all major tables have a direct link to Main.

Using this relationship scheme, any layout can display any field from Main and it will appear properly. The general idea is that Main contains global fields specific to a user. In your case, a global would have the client's name.

Relationship.gif

Posted

THANK YOU VERY MUCH GUYS!

Basically all I did was switch it to global and it works fine!

Im really impressed with the fmforums.com - I've never recieved such a good response when I have a question.

Keep it up guys!

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