relational drop-down menu (like in a portal)
I'm an advanced user, and I've never been able to figure this out...
Let's say you have two databases...Contacts and Invoices
Every Contact has a Contact ID, and every invoices has a field for
that contact ID.
If I want to display a list of all invoices for that contact in the
Contact's layout, I just set up a relationship between the Contact ID
fields and make a portal...easy.
But what if I want to put just the data from just one field in that
portal into a pull-down menu? A global field that contains a list
showing the dates of all invoices for only that contact.
I just can't make the value lists work--I can't limit it to the dates
for just that particular client. No matter what I do, I get all the
dates from all the invoices. What am I doing wrong?
I want to choose something from that place that says "include only
related values starting from" but I don't really know what this means,
considering my relationship is already chosen from above.
Thanks for any advice you may have.
David Averbach
Re: relational drop-down menu (like in a portal)
In article
<1184095780.181441.96210 [at] i13g2000prf.googlegroups.com>David
Averbach <dnaverbach [at] mac.com> wrote:
> I'm an advanced user, and I've never been able to figure this out...
>
> Let's say you have two databases...Contacts and Invoices
> Every Contact has a Contact ID, and every invoices has a field
> forthat contact ID.
>
> If I want to display a list of all invoices for that contact in the
> Contact's layout, I just set up a relationship between the Contact
> IDfields and make a portal...easy.
>
> But what if I want to put just the data from just one field in that
> portal into a pull-down menu? A global field that contains a
> listshowing the dates of all invoices for only that contact.
>
> I just can't make the value lists work--I can't limit it to the
> dates for just that particular client. No matter what I do, I get all
> thedates from all the invoices. What am I doing wrong?
>
> I want to choose something from that place that says "include only
> related values starting from" but I don't really know what this
> means,considering my relationship is already chosen from above.
>
> Thanks for any advice you may have.
>
> David Averbach
>
The value list based on the relationship displays everything meeting
the criteria of the relationship.
Create another Table Occurrence (Relationship) which limits the
criteria to that client. Base the value list on that relationship.
Matt