I created the database from Salesforce exported tables so the structure is not ideal.
Good table structure is vital. The time spent correcting issues with your database structure--the tables and relationships--will save you hours of struggling to get a bad structure to work for you.
Is this the relationships that you have?
Cases::CaseID = Role::CaseID
Individuals::IndividualID = Role::IndividualID
With Cases::CaseID and Individuals::IndividualID defined as auto-entered serial numbers?
If so, you would seem to have a very good structure here--not one that I'd change.
There are several options you can use to list just the client from the list of related individuals: a filtered relationship a filtered portal, or a layout base on the Role table.
(1) A filtered portal is simplest to set up, but requires FileMaker 11.
Add a one row portal to Role on your Cases layout.
In portal setup, specify this portal filter:
Role::CheckBoxField = "IsClient"
You can then add fields from Individual to this one row portal to show the name or other info about the client.
(2) A filtered relationship requires adding a field to Cases and adding a new occurrences of Role and Individual. Add a calculation field, constClient, set to return text. Use "IsClient" as its calculation expression. Go to Manage | Database | Relationships, click Role to select it then click the duplicate button (two green plus signs) to make anew occurrence of it. You can double click the new table occurrence to open a dialog where you can rename it. Do the same with Individual. Then you can define thiese new relationships:
cases::CaseID = ClientRole::CaseID AND
cases::constClient = ClientRole::CheckBoxField
ClientRole::IndividualID = ClientIndividual::IndividualID
In this case, you do not need a portal, you just add ClientIndividual::Name or any other fields from that table to your layout to display info about the client.
(3) Instead of all that, just base your report layout on the Role table. Perform a find for the specified CaseID and "IsClient" to pull up the specific Role record for the client. You can add fields from Cases and Individuals to this layout to present the info that you need for your report.
Wow! Thanks for the answer. As a Filemaker newbie, I'm happy to say that yes the relationships and primary keys were set up as you suggested.
I actually understand each of the solutions you offered. I did #3 which was the "duh" answer that I would never have thought of.
I truly appreciate your answer and help with adding to my knowledge!