User manual

8-12 FileMaker Pro User’s Guide
Changing relationships
When you change a relationship, your changes affect which records
are accessed in the related file and displayed in records of the master
file.
When you delete or change a relationship, all records involved in that
relationship (in the master file and related file) are affected by your
changes.
To change relationships:
1. In the master file, choose File menu > Define Relationships. Or,
choose the relationship name or Define Relationships from the
relationship list.
2. In the Define Relationships dialog box, select the relationship to
change, then select an option.
3. To edit the relationship, make your changes in the Edit
Relationship dialog box, click OK, then click Done.
Choosing a different relationship for a portal
Important To display the data you expect in the portal, make sure all
fields use the same relationship as the portal. (A related field that
uses a different relationship displays only one occurrence of data.)
1. In Layout mode, double-click the portal.
2. In the Portal Setup dialog box, for Show records from, choose a
relationship, then click OK.
3. If necessary, remove the existing related fields from the portal,
then place new related fields that use the new relationship in the
portal.
Summarizing data in portals
You can summarize data that’s in portal rows. The portal can contain
records from a different related file or from the same file, using a
relationship defined from and to the current file (a self-join).
1. In Layout mode, create a calculation field in the master file. (See
“Defining calculation fields” on page 5-5 and “About formulas” on
page 11-1.)
To Click
Delete the relationship Delete, click Delete in the confirmation message,
then click Done. You should also delete all
references to the relationship in the master file.
Quickly create a
similar relationship
Duplicate. To make changes, with the duplicate
relationship selected, click Edit. Then see step 3.
Change the relationship Edit, then see step 3.
Relationship list
To Do this
Rename a relationship For Relationship Name, type a new name.
Choose a different
related file
Click Specify File. In the dialog box, double-click the
name of the related file to use. In the Edit
Relationship dialog box, select the match fields for
the relationship.
Change match fields Select a new match field in the master file, the related
file, or both.
Change other options
for the relationship
Select or clear the options you want. (See “Defining
relationships for relational databases and lookups”
on page 8-10.)