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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

So needs some help please..... smiley-laughing.gif

So in my FM data base I want to enter in our job number and have it look up information from our ERP system and populate some basic information like;

Customer Name

CSR

SalesPerson

ETC.

(Based on us putting in the job number.) Although I'm not sure how putting in number and having it populate multiple other fields is the trick?

Most information is looked up via ODBC data connection via OpenJob table. However in OpenJob I have customer# and will need to link our Customer table to OpenJob to get the Name of the Customer.

Can someone help please??

Example

Table: OpenJob - IN ERP

JobN-99999

Customer Number: 1212

CSR # 111

Table: Customer - IN ERP

Customer Name: ABC Company

Customer Number: 1212

Table: CSR - IN ERP

CSR Name: Jane Doe

CSR # 111

Table: Filemaker

JobN:

Customer Name:

CSR Name:

SalesPerson Name:

Job# 99999 (the lookup from ERP System via odbc connection and poputate)

Customer Name: ABC Company

CSR: Jane Doe

SalesPerson: John Smith

Any help would be greatly appreiated

Thanks

Cory

Posted

Do you have this set up as an ESS already? If so you could just perform a find "query" in layout for your shadow table.

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