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Relationship/lookup PLEASE HELP (newbie)


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Posted (edited)

Im using FMP 7. I have developed an invoice database and a client contact database. I have Client ID's for both. I want to be able to type in a client ID in the invoice and have it auto enter in the address of that client from the contact database and Im not exactly sure how to go about this. Im not sure if its a relational problem or a lookup problem. Any help would be appreciated! thanks in advance

Edited by Guest
Posted

Hi Bshep

It is a relationship thing but it is no problem.

Establish a relationship between the 2 tables based on client id = client id.

On the invoice layout you need to place the client id field from the invoice table (I assume you know how to do that)and also the fields that contain the address details of that client.

You can do this in just the same way that you place fields from the invoice table but when the box comes up for you to choose the name of the fields you wish to place, change the heading at the top to client contact and the available list will be offered. Choose the fields that hold the contact details that you wish to appear on the invoice.

Hey presto when you change the field that holds the invoice client ID that clients details will show up in the other fields.

This is a very simplified version of what you have asked for and indeed there may be a more suitable way of doing it for your purposes but it should prove a gentle introduction to relationships

HTH

Phil

Posted

Ok I tried that and it didnt work. This is what I did: In define relationships, I connected all the fields together (client ID, name, street, city, state, and zipcode) Then I changed the fields in the "specify field" menu from the invoice fields to the contact list fields. At that point I entered in the Client ID and still nothing happened. Is there anything else additionally that I need to do?:)

Posted

Ok I now got it to work! woohoo! Only one slight problem though, for some reason the city is not coming up no matter what I do, I have it specified just like the rest, but that field just won't show up, any ideas?

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