U.M. (Windows)

Table Of Contents
Using data from related files 10-31
Working with related records
The following table explains how to work with related records in some
areas of FileMaker Pro. For other areas, see the following sections.
Set the order for related
fields (for columnar
reports, exporting, and
so on)
You can place a related field anywhere in the field order—before,
after, or between fields in the master file.
In the Specify Field Order dialog box, choose a relationship from the
relationship drop-down list. Then select related fields in the field
list, in the order you want.
Insert a merge field
from a related file
In the Specify Field dialog box, choose a relationship from the
relationship drop-down list. Then select a related field. (See
“Adding merge fields” on page 3-56.)
Summarize data that’s
in a portal
Make the field a calculation field, and then define a formula that
includes an aggregate function. For example, for a field that
calculates the total of values in the related field Price (which is in a
portal and uses the relationship Line Items), define the formula:
Sum(Line Items::Price) for the Total field. (See “Functions”
on page 2-20 and “Aggregate functions” on page C-6.)
Define a script step to
work with related fields
In the Specify Field dialog box for the step, choose a relationship
from the relationship drop-down list. Then select a related field.
Choose FileMaker Help Index from the Help menu, and then type:
E related fields
To do this with
related records
Keep these points in mind
Duplicate related
records (in Browse
mode)
1 To duplicate a master record (and display related data), be sure
no records in a portal are selected, and then choose Duplicate
from the Edit menu. (See “Adding and duplicating records” on
page 4-3.)
1 To duplicate a related record that’s in a portal, select the record,
and then choose Duplicate from the Edit menu. The Allow creation
of related records option must be selected for the portal
relationship.
Import and export
related records
1 You can’t import related fields, but you can import directly from
a related file. (See “Importing data into FileMaker Pro” on page
8-4.)
1 To export related fields, use the relationship drop-down list to
choose the fields in the Specify Field Order for Export dialog
box. (See “Exporting data from FileMaker Pro” on page 8-9.)
Replace related records See “Replacing field values” on page 4-15.
To do this with
related fields Keep these points in mind
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