Auto fill related fields

[paragonits]

Guys been away from filemaker for over 2 years now and forgotten all the basics.....

Im trying to create a quotes database, where staff create a new quote record, then select a client from a dropdown menu. I then want the related address and contact details to auto complete and save the staff having to manually type in details.

We have a clients table created and a quotes table, i've created a relationship between the customer names field, but can't get the address fields to complete.

Hope someone can help.......!

[tv_kid]

You have a couple of options:

Rather than populating fields in the quotes table with data from the contacts table, you could display the actual address fields (from the contacts table) on the quotes layout.

Alternatively, use a 'lookup' to populate the fields in the quotes table. Go to Define Fields, select each address field in turn, and choose the 'Looked-up Value' option. Select the relationship you have defined then choose the relevant address field. Then, whenever a new client is selected for the quote, it will pull over the related address data.

Each option has it's own advantages and disadvantages.

HTH