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Posted

I have scoured the help and forum topics before deciding to post.

I have 2 tables in my contact management database: 1) Contacts (where each record is an individual person) and 2) Companies (where each record is a company and their unique address). I have tried to relate the 2 tables, such that when you create a new record in Contacts, you are able to choose a Company from a drop down list, if applicable.

My key fields are as follows:

in Contacts table: New_Company Record Number (number field) and New_Company (text field) (Do I even need the New_Company field here??)

in Companies table: Record Number (number field) and Company_Name (text field)

I related: Contacts table:New_Company Record Number field to Companies table:Record Number field, which worked great on my initial data transfer (moving the companies out of Contacts and into the Companies table). I entered (well, I used a script to enter) the correct/corresponding Company Record Number into the new Contacts:New_Company Record Number field.

But going forward, I want my colleagues to (not have to know the record # and) just choose the company from the drop down list. When I test this, the company name is entered, but the record # is not returned from the Companies table. That is what I think I need.

I tried creating a second relationship:

I related: Contacts table:New_Company to Companies table:Company_Name, but that didn't seem to help.

Did I provide enough info.? any thoughts/assistance would be greatly appreciated

Posted

Bless you, that is working fabulously now.

My next issue is that several of my Companies have multiple addresses (ie. Bank of America has 5 office locations). I have entered each as a separate record in my Companies table and was trying to allow my user to choose which exact address they wanted for the Bank of America employee. Do I need to create a 3rd table that relates Companies to their multiple office locations? Or how can I offer a selection of the different office addresses once "Bank of America" is chosen?

Thank you SO much!

Posted

A company should have a single, unique, entry in the Companies table. To accommodate multiple addresses, use a child table of Addresses, related to Companies by CompanyID. This will result in a TOG of:

Addresses >- Companies -< Contacts

As you can see, a contact related to a company is also related to all the company's addresses. This allows you to define a value list of address IDs, showing only related values starting from Contacts. Then use this value list to populate an AddressID field in the Contacts table. Define a new relationship between Contacts and another occurrence of Addresses, matching on AddressID.

Posted

I'm so close. I can't tell you how many times I've re-read your post.

In my Contacts table, I am able to view the 5 Bank of America address options from the Addresses table, but when I choose one, the correct AddressID is displayed/entered, but the correct actual address is not dispalyed in the related fields from the Addresses table. It displays the first address I entered, but not the one I chose.

And I did create the 2nd Addresses occurrence.

I greatly appreciate your help.

Oh, also, where should I store/enter addresses for Companies who don't have multiple locations? In the Companies table or the Addresses table?

Posted

the correct actual address is not dispalyed in the related fields from the Addresses table. It displays the first address I entered, but not the one I chose.

In order to display the details of the selected address, you must use fields from the second occurrence of the Addresses table - the one that is related to Contacts as :

Contacts::AddressID = Addresses 2::AddressID

where should I store/enter addresses for Companies who don't have multiple locations?

In the Addresses table.

This topic is 4628 days old. Please don't post here. Open a new topic instead.

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