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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a table of contacts and also a table of donations. The donations table has over 20000 donations from all the different contacts. Each donations is stored by amount, date, event, and matched by a contact ID. I created a search in my contacts table that will search for donations based upon a date range and donation amount range. The results after running the search show a group of contacts that match the results and each contact has a portal. The problem is that each contacts portal after running the search does not show only the donations that are within the date and amount range. It shows all of them. So for example I can search for a group of people. Then i can enter the dates and amounts in the range fields and hit search. The group narrows down to the just the contacts that made donations in the given ranges. But the donations for these applicable contacts that are outside of the ranges show in the portal as well. I want a portal that shows just the donations that are in the ranges I provide not the ones that apply and all the other ones that an individual contact has created. So if I entered search for contacts that made donations between 01jan2000 and 01jan2010 and a low amount of 1.00 and a high amount of 10.00 it would show for example jon doe and his donation of 3.00 on 02jan2000 but not his donation of 11.00 on the same day. How do i go about doing this?

Thanks Again!!

Erik

Posted

You need to setup another relationship (or you can use a filtered portal if you are using FileMaker 11)

the new relationship will be based on both the Contact ID and several global values that you setup in your "Donor" table. They are gMin, gMax (donation Amounts), gMinDate and gMaxDate.

Remember these are global values that you will assign when you want to see ONLY these related records...

the new relationship will have 5 conditions - Contact = Contact (as before); gMin<Donation Amount; gMax > donation Amount (these will take care of the donation amounts); gMinDate<=Donation Date and gMaxDate>= Donation Date.

good luck and let me know if you need a diagram.

Posted

A portal shows related records, regardless of any found set. When you search in a portal field, you will find contacts that have at least one donation that meets the criteria. After the find, the portal will continue to display all donations of the viewed contact.

To narrow down the records displayed in a portal, you need to filter the relationship upon which the portal is based (in version 11, you can filter the portal directly).

Posted

So i should put these global fields in the donations table? How do i create the realtionship between the fields in the same table?

Could I see a diagram?

Thanks For the Response!:

Erik

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