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Newbie Filtered Portal Question

Featured Replies

I apologize for posting this question in the wrong area (if I indeed have). I'm new to this site and am in desperate need for help. I've been using FileMaker for about 4 months now. My "Thanks" in advance to anyone with the time to help me out.

I'm going to try to state this as quickly as possible:

I have a "Customer" table and an "Invoices" table. I want to show a filtered Invoices portal within the Customer Table. I'm using a global field "zInvStatus" in the Customers layout as a check box set that relates directly to the calculation field "cInvoiceStatus" in the Invoices table. This allows me to show either "Receivable", "Partially Paid", and "Paid" Invoices within the Customers Layout. The problem seems to be that the "cInvoiceStatus" is a calculation... right? How do I work around this? I've lost just about all of my hair trying to figure this one out.

Matt

Edited by Guest

Hi Matt

why do you think that you need the "cInvoiceStatus" and not simply the InvoiceStaus field ?

The relationship must be from:

Customer::CustomerID ---- Invoices::CustomerId

AND

Customer::zInvStatus ---- Invoices::InvoiceStatus

  • Author

Thanks for replying Daniele,

The calculation of Invoice status is a text calculation field within the Invoices table that relates to the amount of payment received:

[color:gray]

"cInvoiceStatus" =

Case (

cPaidAmount = 0 or IsEmpty(cPaidAmount) ; "Receivable" ;

cPaidAmount > 0 and cPaidAmount < cInvoiceTotal; "Partially Paid" ;

cPaidAmount = cInvoiceTotal; "Paid" ;

)

[color:black]I need this field to accurately set the invoices status. If there's another way to create this relationship I'd love to hear some suggestions.

Edited by Guest

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