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FileMaker Pro 4.1 Mac User's Guide

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?<br />

Define a calculation formula<br />

in the master file that refers<br />

to a related field<br />

Set the order for related<br />

fields (for columnar reports,<br />

exporting, and so on)<br />

Working with related records<br />

To do this with<br />

related fields Keep these points in mind<br />

Insert a merge field from a<br />

related file<br />

Summarize data that’s in a<br />

portal<br />

Define a script step to work<br />

with related fields<br />

Using data from related files 10-31<br />

In the Specify Calculation dialog box, choose a relationship<br />

from the relationship pop-up menu. Then select a related field.<br />

(See “Understanding formulas” on page 2-13.)<br />

References to related fields can become invalid when you create<br />

or delete a field, change the field type or number of repetitions,<br />

or have a missing field definition or mismatched field types (for<br />

example, when a field is deleted in the related file). When a field<br />

reference is invalid, <strong>FileMaker</strong> <strong>Pro</strong> alerts you.<br />

You can place a related field anywhere in the field order—<br />

before, after, or between fields in the master file.<br />

In the Specify Field Order dialog box, choose a relationship<br />

from the relationship pop-up menu. Then select related fields<br />

in the field list, in the order you want.<br />

In the Specify Field dialog box, choose a relationship from the<br />

relationship pop-up menu. Then select a related field. (See<br />

“Adding merge fields” on page 3-58.)<br />

Make the field a calculation field, and then define a formula<br />

that includes an aggregate function. For example, for a field<br />

that calculates the total of values in the related field Price<br />

(which is in a portal and uses the relationship Line Items),<br />

define the formula: Sum(Line Items::Price) for the<br />

Total field. (See “Functions” on page 2-20 and “Aggregate<br />

functions” on page C-6.)<br />

In the Specify Field dialog box for the step, choose a<br />

relationship from the relationship pop-up menu. Then select a<br />

related field.<br />

Choose <strong>FileMaker</strong> Help Index from the or Help menu, and then type:<br />

E related fields<br />

The following table explains how to work with related records in some<br />

areas of <strong>FileMaker</strong> <strong>Pro</strong>. For other areas, see the following sections.<br />

To do this with<br />

related records Keep these points in mind<br />

Duplicate related records<br />

(in Browse mode)<br />

1 To duplicate a master record (and display related data), be<br />

sure no records in a portal are selected, and then choose<br />

Duplicate from the Edit menu. (See “Adding and duplicating<br />

records” on page 4-3.)<br />

1 To duplicate a related record that’s in a portal, select the<br />

record, and then choose Duplicate from the Edit menu. The<br />

Allow creation of related records option must be selected for the<br />

portal relationship.

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