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Claris Engage 2025 - March 25-26 Austin Texas ×

Creating a Value List from a related table using only some of the records


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Posted (edited)

I want to create a Value List from a related table using only some of the records based on examining fields in the related table.

The create Value List dialog box only has 3 options:

1). Use values from field

2). Use Value List from another file

3). Use custom values

In order to create this list I would have to examine fields from the related file to determine if that record should be included in the Value List. Any thoughts will be greatly appreciated!.......Ray

Edited by Guest
Posted (edited)

You will want to use option 1, Use values from field, and then use the the include only related records option. You will need to devise a relationship that gives you the records you are looking for and select it here.

Edited by Guest
Posted

I finally found time to create this relationship and the associated Value List. It works fine with the first related field (FieldA = FieldB) but when I add the second field (DateA => DateB) the Value List is blank.

The relationship graph is showing a (X) between the two tables........

Any thoughts will be greatly appreciated........Ray

Posted

It should be showing a [X] (multicriteria) not a X (cartesian). Looks similar but not the same.

Are both DateA and DateB properly setup as date fields?

Posted

Hi John, the DateA field type is "Date" and is never blank. The DateB field type is "Date" and is auto-entered with "Get(CurrentDate)." I really want to compare it to today's date.

The symbol between the two tables is [X] as best I can tell. I am not familiar with the cartesian character....Many thanks for your help...

Posted

Get(CurrentDate) will never update an Auto-Enter date field. It will often not update a Calculation field, unless you set the field to not store results, but recalculate when necessary. In half the situations (depending on which side of the relationship you're evaluating from) an unstored calc will not function in a relationship. Bit of a bind. It could work, but takes a bunch of tweaking.

Instead I recommend creating a global field that is Set to get(CurrentDate) on File open.

DJ

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