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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have viewed the tutorial files on Related Fields Pt 1 and Pt2. The problem I am having is that I only get the first name to show in the list of customers full names. How do I get the other names to show? I have viewed the videos about a dozen times and must be missing something, but I sure don't know what it is.

Posted

Because your question is a little ambiguous I think that your next step should be to read up on 'VALUE LISTS' and also 'PORTALS'.

One of those will do what you want.

If you need more specific help once you find which one you want to use get back to us.

phil

Posted

You're correct, I was ambiguous. I am not using a portal, so at this point that is not the problem. In reference to the tutorial I mentioned, I did exactly what Mr. Osbourne did in the video at this address: http://mediaservers.vtc.com/player/movieplayer.php?cipher=0i5t0o216n8e|||hm|3n382s|t|pr57cf|3ep|6sj&size=Large&movieName=Related+Fields+pt.+2

After doing that step by step, the only name I get to appear is the first full name in the table from Customers. I had even named the fields the same as in the video and actually paused the video and walked through each step. Still, I only get the first name to appear in the drop down list.

Posted

Unfortunately I cannot access that link so I cannot advise you re:that although if JMO did it I am sure it is correct.

From what you have said it would appear to be a value list that you are trying to use.

Since I know nothing of your structure it would save a lot of unnecessary questions if you could attach a zipped copy of your file for me to look at and we could take it from there.

Value lists are quite simple really so it will be something and nothing (although I remember only too well how frustrating 'nothing' can be)

Regards

Phil

Posted

I have attached the data base for inspection. This is very basic with hardly any fields, but I wanted to see your comments. The problem I am encountering is:

When in the INVOICES table, if you click in the kf_customer_id field, there is a drop down list that should show all the customers full names. But, as you can see, it only displays the first name from the CUSTOMERS table. If you manually change the kf_customer_id to another number, the correct name will display. But if you click in the kf_customer_id field again, you will see that it only displays the first name again.

Hopefully, you can see my dilemma and tell me what I am doing wrong. Thanks!

Journeys_Invoices.zip

Posted (edited)

Hello Printz

Go to the field in the customer file that is a calculation field (first name +last name). In the bottom left hand corner of the calculation screen change the result to 'text' . At the moment it is set to number.

Your value list will then give you all your values

HTH

Phil

Edited by Guest
Posted

Phil,

Thank you so much. I knew it had to be something simple, just didn't know where to start.

I appreciate your time and effort, as well as your expertise. Thanks again!

This topic is 6617 days old. Please don't post here. Open a new topic instead.

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