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Claris Engage 2025 - March 25-26 Austin Texas ×

Find records referring to the currently viewed record


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Posted

I have two tables: Projects and Outcomes. A Project can produce multiple Outcomes.

When an Outcome record is created, users specify the "Mother Project" through a dropdown populated with values from the Project Number field in the Projects table.

I want to create a button in the Projects table that finds and shows Outcome records with the Mother Project value that is the Project Number of the Project record they are currently viewing.

Can someone help me? I'm a complete FileMaker neophyte...

Posted

Read up on portals. They will allow you to see a list of Outcome records that are related to Projects by ProjectID.

Posted (edited)

Okay - I have this half-working. I created a portal. But the portal only shows the first related record. I know FM is identifying all the related records, because I made a value list and a GTRR button based on the related records, and they all show up there. Any advice?

Edited by Guest
Posted

You have two options here: either create a new self-join relationship to show sibling outcomes, i.e.

Outcomes::ProjectID = Outcomes 2::ProjectID

and use a portal or GTRR to show them, or grab the ProjectID from the current record into a variable or a script parameter and use it to find the sibling outcomes.

Posted

You have a relationship from Projects to Outcomes by ProjectID, correct?

The portal should be using this relationship, and all the fields in the portal should be using this relationship (from the same context) as the portal.

Is this so? Can you post a screen shot of your Relationship Graph and Project form layout in Layout mode?

Posted

If you turn on Allow Creation of Records..." in the relationship, then you can create Outcome records without ever leaving the Project form.

This topic is 5541 days old. Please don't post here. Open a new topic instead.

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