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Claris Engage 2025 - March 25-26 Austin Texas ×

Changing merge fields


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Posted

I am working on a project for appraisals.

I have generated a few layouts for entering clients information. Appraisal Information and Item Information.

My end goal is to generate a single report based on the information entered which changes based on the input.

The first attempt failed which I will try to explain here.

The report would read something like as follows

"As you requested, on <>

I conducted an appraisal inspection in your presence... The objective of the appraisal was to estimate <> of the listed items for use in <>. The estimated costs are effective as of the inspection date.

The goal is to have <> change text based on what is entered in <>, I have many more examples of how I need this to work but this seemed like the simplest way to start.

Thanks

-c

Posted (edited)

I would suggest another table which holds Purpose and Purpose Description. Then, when you select the Purpose of the appriasal, the description will always match because it will be pulled from the related table.

Attached is a file which shows the proper setup for this type of relationship. Let us know how we need to adjust it to fit your need. You will notice that I used an Appriasal ID ... it is very important to always use a unique serial ID when connecting (relating) one table to another; in fact, EVERY table should have a unique serial ID.

LaRetta :wink2:

Appraisals.zip

Edited by Guest
Added the 'in fact' portion

This topic is 5795 days old. Please don't post here. Open a new topic instead.

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