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Claris Engage 2025 - March 25-26 Austin Texas ×

Find Matching Records, Not Working on Related Info


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Posted

This is strange, because I thought I had done this before and it had worked.

I have a Master Table that is related to a Historic Data Table.

The Historic Data Table contains a status for the product, depending on what book they choose.

So on the Master Layout, I have a drop down Global Field, where they choose the book they want to see. Once they choose this, all of the statuses populate for all of the records.

That part works fine.

Whats strange is, when I Right Click on one of the Statuses and click "Find Matching Records" it takes a few seconds, then even though it appears to have filtered the list a little, it still has several values listed that aren't "matching"

Is it because it is pulling referenced information?

Any Ideas on how to fix this. I really need to perform "Finds" and "Find Matching Records" using the statuses...

Performing a "Find" usually has the same results.

I will mention that I have multiple Table Occurences of the Historic Data Table so that people can view many different "Books" at once.

But I do have the Record I am trying to sort going through the correct occurence.

Posted

I've read thru some of your other posts to try to understand more of what you're asking in this post.

When you say, "all the statuses populate for all of the records," do you mean that a portal of historic data on the master layout populates? This portal is based on a relationship from master to historic data by global field=Book (what exactly are you matching here?)

You cannot right click on a portal row and do Find Matching. I think what you want to do is simply a Find in the Historic Data table (forget going thru a portal). Just go to a layout based on Historic Data table occurrence and do a Find.

Posted

Well, what I have is a Master Table View that contains a Calculated Field that returns values from the Historic Data field based on a relationship criteria of Item # and the Global Field, which is a specific Book Name.

When you choose the Book name. It populates the table view with the matching records in the Historic Table. So it isn't a Portal, but it uses a table relationship to calculate the resulting field.

I am thinking I will have to write a script that goes to that layout, returns the records, then somehow display only the related records back on the Master Table.

Not sure really.

Posted

Nevermind about this issue, I figured it out. I was using a referenced variable to try and perform a find. That wasn't working. So instead I used a calculated field that pulled the same information, it allows me to perform a find perfectly.

Thanks.

  • 2 weeks later...
Posted

This is strange. This was working perfectly. Then I moved it to the FM Server, and now even the Calc Field doesn't "find" or "find matching records" properly.

But works fine if I am using the file locally.

Strange.

This topic is 5611 days old. Please don't post here. Open a new topic instead.

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