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Claris Engage 2025 - March 25-26 Austin Texas ×

field showing data from other records


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Posted

Hi, I'd like to create a field that can show data from other fields from other records. The other records are all in the same file. But, I'd like it to be contigent on a series of matching data.

So, "record 1" has "field A" and it should show data from "record 2, field X, field Y, field Z" on one line and "record 3, field X, field Y, field Z" on the next line.

I've been able to achieve this using a portal and setting up a relationship with the file to itself.

But, I'd like to have "record 1" only do this if "record 1, field M, and field N" matches "record 2, field M, and field N".

Hope this makes sense, and any suggestions would be greatly appreciated. Thanks!!

-wing

Posted

Hi wing,

This is called a Portal, which is why I moved your question here.

Read your manual about Portals, Relationships, and Going to Related Records.

You can also do a search of the Forum using [color:blue]+Portal +"Go To Related Record" +Relationship keywords and find a lot of answers to your questions.

Lee

Posted (edited)

"Hi, I'd like to create a field that can show data from other fields from other records. The other records are all in the same file. But, I'd like it to be contigent on a series of matching data.

So, "record 1" has "field A" and it should show data from "record 2, field X, field Y, field Z" on one line and "record 3, field X, field Y, field Z" on the next line.

I've been able to achieve this using a portal and setting up a relationship with the file to itself.

But, I'd like to have "record 1" only do this if "record 1, field M, and field N" matches "record 2, field M, and field N".

Hope this makes sense, and any suggestions would be greatly appreciated. Thanks!!

-wing "

Becareful what you are trying achive here. To my understanding Portal is like records within a record. In your scenerio you may not need portal. Just a relationship to table/database. To key thing to setup relationship is that you must have a uniqe key/field to tie the table/database. You ccan all this references in your FM user manual file.

Edited by Guest
Posted

To my understanding Portal is like records within a record

From the Online Help

A portal is a layout object that displays records from related tables. Use a portal only when you want to display data from more than one related record. Portals display data from related fields in rows, one record in each row. For more details on when to use portals

This topic is 6856 days old. Please don't post here. Open a new topic instead.

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