Jump to content

searches and subsets in related tables


uclacnsi
 Share

This topic is 4357 days old. Please don't post here. Open a new topic instead.

Recommended Posts

This is probably a very easy procedure, but I can't seem to figure it out.

I have two tables: clientInfo and projects

the two tables are linked via the field clientID

I would to list projects between certain dates, eg, >1/1/10 and <12/31/10. I did this using search of the start and end dates of the projects to generate a subset of projects that were started and finished in 2010

How do I get this subset in another layout which lists the clientinfo? Usually, all i have to do is switch between layouts and the subset info is maintained. But then I switch from the projects layout to the clientinfo layout, the subset info is not carried along.

Thanks for you help in advance

Link to comment
Share on other sites

Since you've properly related Projects to Clients by storing the foreign Client ID in Projects, all you need to do is place the related Client fields on your project layout.

Your date search will exclude 1/1/10 and 12/31/10, btw. You need <=. You could also just use */*/2010.

Link to comment
Share on other sites

How do I get this subset in another layout which lists the clientinfo?

If you want to find clients that have at least one project in a date range, perform the search from a layout of Clients - entering the search criteria into the related fields from Projects.

Another option is to find the relevant projects, then Go to Related Record [from Clients; Match found set].

Link to comment
Share on other sites

This topic is 4357 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.