Title
linking a code to an account
Post
Hi, how can I link an account name to an assigned code, so when I enter a name on the "account name" field, the "account code" field will show the correspondence code? do I have to set up a table for storing the account name and code first? thx
currently , i am using quite a stupid way, I use script to perform this action, If account name = "A", Insert "00001" at field "account code"....... i have to add in the script for every account, so I just wish to know if there are better ways to achieve it. thx
You'll need a table with account name and code. That might be a table that you already have given that you are entering account names and codes into fields of a table. But a table of account names and associated codes with one record per account name would make it easier for you to manage account names and codes.
A relationship can match records by the account name field and a looked up value field option can then copy over the account number from the matching related record.
You might be interested in a value list demonstrated in:
"Adventures in FileMaking #2 - Enhanced Value Selection"
This is an auto-complete enabled drop down list of names that uses a relationship to look up the associated ID with a script step up to handle duplicate names and names that do not exist in the table from which the ID is looked up.