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Article:
  Introduction to FileMaker Pro
Subject:   FMP List
Date:   2003-02-15 09:48:57
From:   poulosesq
1. How do I find this discussion group on a regular basis?


2. I need to figure out how to accomplish the following:


a. I have a FMP database with a list of all clients.


b. I have a FMP database with a list of all matters. Each matter is related to a client. Many clients have multiple matters.


c. I have other databases. I want to relate each record to a client and matter. When I select a client I would like the next field to give me a list of matters related to that client so I can select one. How can I do this.


d. Also, how can I specify that I only want active clients and active matters unless I specify otherwise?


Thank you.


Michael D. Poulos

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Showing messages 1 through 1 of 1.

  • Alan Graham photo FMP List
    2003-02-15 14:38:17  Alan Graham [Reply | View]

    1. Currently this section will be for articles on FMP...we don't have an actual messageboard as of yet.

    2. (a, b, c, d) Relationships, relationships, relationships. Start with this...you have a file of clients...a file of items related to clients. If you automatically assign a Customer ID to each client you can use that number to track whatever you need across many files. Then using those Customer ID relationships (make sure the Customer ID is used in your "matters" file) you can use something like a pop up field to see all related items.

    You'll notice here:

    http://homepage.mac.com/agraham999/fmp/fmp1.jpg

    I use a pop up field to show a list of leads related to a clients from a leads file. And here:

    http://homepage.mac.com/agraham999/fmp/fmp2.jpg

    I use a navigation button to the right which will take me to one of the items in that list. I prefer to use a pop up list because it conserves space in the UI. It doesn't matter how many matters you have for each client...as long at that client ID is associated with each matter...you can pull that data anywhere you like with a relationship.

    Let me know if this helps.

    Alan