How to link customer to project/task

[Weronika Arte]

Hi everyone, 

 

I hope someone can understand what I need help with. So I pretty much got the idea of how to create fields and assigns meaning to them. I created all the fields that I needed under the project/task fields, and then I started to fill in clients info and the tasks. However I noticed that the project/task are not directly connected to the client. Meaning if i was last at customer number 1, and project/task #1 and then I switch to another client when I click to the project/task  it's still on #1 wchich is not for this client. So what happens now I have to manually scroll through project/tasks to find the right one accordingly to my clients. It's okay if I only have fiew clients but eventually it will definitely become a struggle. 

 

So how do I directly associate a client with specific project/task?

 

Thanks in advance. 

 

Nika 

[Fitch]

Hello and welcome to the forums, Nika.

 

It sounds like you may want to read up a bit on relational databases, but in brief: Clients and Projects should be separate tables; you should have a relationship between Clients and Projects, where each client has a unique ID, and you store that ID in each project when it's created. You can then use the script command "Go to related record" to navigate from the client to the related project record. (I'm deliberately ignoring "tasks" because I don't know exactly what we're talking about.)

 

Have you looked at the starter templates that come with FileMaker? That might give you some ideas.

[Weronika Arte]

Thanks, 

 

This definitely helped. I actually started with a template and just added to it as I continued. 

So this means I can have multiple Project per Client right? 

 

Nika

[Fitch]

Correct, also known as a one-to-many relationship (i.e. one client can have many projects, but each project has only one client).