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Claris Engage 2025 - March 25-26 Austin Texas ×

Need validation that I'm doing this correctly.


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I'd be lost without this forum, if for no other reason that I got honest to goodness outstanding answers.

I have 3 tables...

Customers

Customer's Products

Products

I've created a layout for Customer's with a portal for the Customer's Products that lists all the products that that customer has purchased from us.

I now want to have a separate layout where they can either add new products or edit an existing one. Typically, new products will get added through invoicing, but sometimes, a customer will call and say they have a product that we don't have a record of. This happens when they purchased from a reseller and they didn't send in their registration info.

At any rate, I don't want to add through the portal, so I have an Add button for the portal and I want to take them to a separate layout.

On this layout, I want to let them select from products in our products file, so I created a field called prodno which will store the product number that they want to add.

I "think" I need to create a value list based on the prodno field.

The customer's product file is linked to the product file as follows:

_kf_product_id from the Customer's Product file to the _kp_product_id in the Product file.

The Customer's Product file has the "prodno" field in it, as does the Product's file.

So my value list is created as follows:

field one is prodno from the Product table

field two is prodno_desc (calculated field from prodno + desc) from the Product table.

I think this will only save the prodno field to the Customer's Products table? And because I have the option selected to "Allow adding records based on the relationship" selected for the Customer's Products table, it will copy over the primary key to the _kf_product_id field.

I also have the "Allow adding records based on the relationship" selected for the Customer's Product table for the link between Customer's and Customer's Products. So this should copy the customer's primary key to the _kf_customer_id field.

Just need to know if my approach is correct? Still a little shaky on my value lists from a related table.

This topic is 5199 days old. Please don't post here. Open a new topic instead.

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