Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6365 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I have two database files:

Client.fp7 - Tracks time worked on client's case.

Phone.fp7 - records phone call message

As I get my voicemail messages, I record the information in Phone.fp7. Some messages are related to client that can be found in Client.fp7.

I would like to be in Phone.fp7 and have a drop down (or some other tool) that allows me to link the phone message to a client in Client.fp7.

There is no relationship between the two table I am using in Client.fp7 and Phone.fp7. All I have been able to do is create a drop down that has the 1st client in Client.fp7...it doesn't list all of them.

Any ideas?

Posted

When you say that you have two database files, do you mean two tables in one FM file? That would be the best setup.

You need to add the ClientID as a foreign key (_kF_ClientID) in your Phone table. Then put that field on your phone message data entry screen. Format it to be a popup menu value list from the field ClientID, showing the second field Client Name only.

Then build a relationship from Phone to Client by Phone:;)_kF_ClientID to Client::ClientID.

Posted

It is two separate files. At some point I would like to sell the Client database/application to other lawyers and give them the option to use the Phone database/application for an additional price.

I thought it would be easier to have two files that could communicate with each other then to have one file that would require me to hide unpaid for functionality.

Posted

I figured it out. The value list I was made was using "Use Value List from another file" which would only show the first record.

Since I created a file reference in the Phone.fp7 to the Client.fp7 file I was able to use the Client table in my Phone.fp7 file.

I changed the value list to use "Use values from field:" and selected the fields from the referenced table. And poof, all clients from Client.fp7 are showing up in the drop down in Phone.fp7

This topic is 6365 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.