User manual

Creating and managing layouts and reports 6-19
For example, you might do the following on an Invoice layout in an
Invoices database:
1 Place related fields on the invoice that displays data from the
Clients database, such as the client’s identification number and
contact information. (The match field is Client ID.) There is only one
record in the Clients database for each Client ID, so each related field
on the invoice displays the data for that client.
1 Place a related field on the invoice that displays the most recent
value from the Order Date field in the Order History database.
(Again, the match field is Client ID.) If the client has placed more
than one order, there are multiple records in Order History that match
this client’s Client ID. By defining a sort order on the Order Date
field when you define the relationship, the most recent date displays
in the related field when it’s placed directly on the layout (not in a
portal).
1 Place related fields on the invoice that display data about each
ordered item, such as Product ID, Product Name, Unit Price, and so
on. (The match field is Order ID.) Since in most cases there is more
than one product on the invoice (you’re displaying more than one
related record), you create a portal to hold the related fields. Each
row of the portal displays one related record with the related fields
you select from the Line Item database.
Creating and formatting portals to hold related fields
Note Before you begin, be sure you want to place related fields in a
portal (see the previous section, “Deciding where to place related
fields”).
1. In Layout mode, select the Portal tool in the tool panel.
Related fields
directly on a layout
Related fields
in a portal
Related fields in Layout mode
Related fields in Browse mode
Data from one
related record
Data from all
related records
Tool panel
Portal tool