U.M. (Mac OS)

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.
Define a calculation formula
in the master file that refers
to a related field
In the Specify Calculation dialog box, choose a relationship
from the relationship pop-up menu. Then select a related field.
(See “Understanding formulas” on page 2-13.)
References to related fields can become invalid when you create
or delete a field, change the field type or number of repetitions,
or have a missing field definition or mismatched field types (for
example, when a field is deleted in the related file). When a field
reference is invalid, FileMaker Pro alerts you.
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 pop-up menu. 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 pop-up menu. Then select a related field. (See
“Adding merge fields” on page 3-58.)
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 pop-up menu. Then select a
related field.
Choose FileMaker Help Index from the or 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.
To do this with
related fields Keep these points in mind