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Claris Engage 2025 - March 25-26 Austin Texas ×

Populate 2 fields by selecting the state


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Posted

Thanks in advance for the help.

I am fairly new at FM.

I am making a database that will do Insurance premium quotes.

Here are the basics:

It starts with a base premium and then we add the state tax and then add the stamping fee, then admin fees etc to arrive at the total premium.

I can do all of that ok with calculations etc.

Here is where I need help, each state charges a different tax amount and a different stamping fee.

I would like to be able to select (or type) the state (2 digit abbreviation) and have it automatically populate the tax and the stamping fee fields.

I have an excel spreadsheet with all of the states and tax rates.

I don't mind re-typing the info into FM, I'm just not sure where to put it and how to access it.

All the information I have found gives instruction from the middle instead of the beginning.

If someone can give the simple steps I would sure appreciate it.

Posted

You need a new table: StateTax. Import your excel data into this table. Build a relationship to this table by either StateID (which would be best) or StateAbbr (providing the StateTax table has unique State Abbreviations in a field.)

Then, lookup the tax data into your parent record when the StateAbbr is populated.

This topic is 5465 days old. Please don't post here. Open a new topic instead.

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