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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I think what you are asking is to base a relationship on more than one criteria, such as matching customer number AND date. It is really easy to do this by creating calculation fields in both files that combines the two fields, and then basing the relationship on that calculation filed.

for example:

file1:

Join Field1(calc) = Customer_Name1 & "-" & datetotext(date1)

File2:

Join Field2(calc) = Customer_Name2 & "-" & datetotext(date2)

and then base the relationship on join field1 and join field2

~Ati, Jedi Master

the force will be with you, always

Posted

Two things to remember. First, never use a customer name to connect information in two files. The first time someone changes "Robert" to "Bob" or corrects a spelling error, the links will be broken. Second, is you use a "-" in combining two fields, make sure you change the indexing from "English" to "ASCII" or the dash will be ignored.

-bd

This topic is 8528 days old. Please don't post here. Open a new topic instead.

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