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creating a relationship using an OR function


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Posted

I have a donations table that has over 21000 donations in it. I have a contacts table that has a portal in it connected to the donations table that will show any donations by the current contact I am on. It is linked together by a field Keyname. I just imported another 10000 donations into the donations table but they are uniquely identified by a field called constituent ID. I want to be able to show both of these donations for a contact in the portal. The problem is I can only show on or the other not both. I want both the donations that are linked to the table and portal by keyname and the donations that are linked to the table and portal by constituent ID in the same portal I think i need to do a function that creates a relationship so that keyname=keyname OR constituentID=constituent ID. Right now I can onlky do keyname=keyname AND constituentID=constituentID. What do I do?

Thanks Again!

Erik

Posted

Choose which key you want to use. For example choose Keyname as the one to use for the normal relationship between your Donors/Constituents and your donations.

Using the Donors::ConstituentID=Donations::ConstituentID relationship, fill in the missing values for Keyname on the donations that need it.

Posted

thank you for your response. I however still a little bit confused as of what to do for this. How do i fill in the missing values. Or maybe I am missing what you are telling me. Could you explain it a little bit more please.

Thanks A Lot!!!

Erik

Posted

Define a calculation field in both tables (result is Text) =

List (

"K" & keyname ;

"C" & constituentID

)

Use these fields as the matchfields for the relationship.

Posted

I however still a little bit confused as of what to do for this. How do i fill in the missing values.

Set up a relationship between the Contacts table and the Donations table using the matching constituent ID.

Search for Donation records that are missing a valid value for the Keyname field. (Of course the Keyname field is an auto-enter unique value for each Contact record so every contact including every imported Contact has one.)

While browsing the Donation records with a missing Keyname, choose to Replace Field Contents... on the Donation's Keyname field. Replace with the calculation Contact::Keyname to grab the Keyname from the Contact record linked by the constituent ID.

Now all of your records can be linked using the Keyname record instead.

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