Here i am giving the solution that might help you.
you have 2 table e.g Funding and ChartofAccounts.
the 1st ddbox display the Accounts where 2nd ddbox displaying the subaccountset.
Means you have that Account field in the ChartofAccounts table.
then Make a new relationship bet'n them
by costCentreCode and Account
then attached a value list to the 2nd ddbox from the new relationship.
it must give you the perfect answer.
when you enter a Account Name in the 1st ddbox it matches the value in the corresponding field in other table and bring related subaccountset
in the 2nd ddbox by the new relationship.
This is called a conditional value list. Here are some links that may help:
Forum Tutorial: Custom Value List?
Knowledgebase article: http://help.filemaker.com/app/answers/detail/a_id/5833/kw/conditional%20value%20list
thanks for your response.
I do have a working relationship between the 2 tables on another screen and it is displaying filtered data well.
On this layout the main part is showing details of a project. It then has a portal displaying tasks attached to the selected project. (filtering fine).
The problem is that the 2 ddboxes are on the same line in the 1 portal.
The person clicks a new record button in the portal they type in details of the new task ie name and description, they then click on ddbox 1 which shows a list of accounts, select one. Then they click on ddbox 2 which has a subset of accounts which (hopefully) are related to the 1st mother account picked from ddbox 1. They then enter the amount they wish to spend. Then new record again and start the process all over.
If you use a relationship that links to the Portal's table occurrence instead of the layout's, you conditional value list should work for you.