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Claris Engage 2025 - March 25-26 Austin Texas ×

Key Fields Not Working When Importing From Excel


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Posted

Howdy - new to FM and first post!

When I import an Excel database into an existing join table, my portals do not work. I have found that everything works fine in two cases - 1. I manually replace all of the foreign key fields for each record, or 2. I delete all the imported records and manually enter each record.

I've tried changing the cell format in Excel from text to number & visa versa, and all of my key fields are set as numbers in FM.

Am I doing something wrong with the import? Is my data formatted wrong?

Thanks!

Posted

Hi krt1! Welcome to FMForums! :-)

I believe we can eliminate incorrect relationship and portal or portal field spec because you view data when entering data manually so focus on the Import itself and the excel file. It may also be connected to any auto-enter calcs existing on the fields involved. When you import do you Update and Add To, mapping to a foreign key or do you only Add? When you import, do you check 'perform auto-enter?

It would save time if you can zip and attach your file and an example of the excel file otherwise please provide more details. :-)

LOL, I left and came back to finish and didn't see your post Barbara.

Posted

Hi - Thanks for the welcome! I am unable to upload the database though…?

I started stripping down the database to publish a non-confidential version, and it looks like I don't have a key problem (at least right now) with these particular portals. Here's what I did find -

I have two portals looking at the same table, where there's a field that either says "Specification" or "Micros" based on another field. I'm filtering the portals with a calculation based on a value of "Specification" or "Micros". It's working fine to present existing data, but does not work for…aww shoot! I just realized my problem. I forgot to setup an auto lookup on that field, so when I selected the value in the portal it was filtered out.

Thanks for the help anyways! Sorry for the mixup.

This topic is 4444 days old. Please don't post here. Open a new topic instead.

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