Need help with Conditional Value Lists (I think.)
Hello FileMaker friends,
I used to be an Access/MSSQL database developer so I sort of know my way around databases. I've had to dust off my skills but I used to be a natural! :)
When I made the transition from PC to Mac I've been so happy with the general user-friendliness of Mac products.
With the exception of FileMaker. (I have version 10)
I am having a really hard time figuring out what seemed really simple in Access. This is making my brain melt because I haven't had this issue with any of the other migrations I've made. Usually Mac programs are by far more superior in the user-friendliness department.
So I'm hoping that this is a situation where the Mac version is just so much easier that it's going right past me.
I'm trying to create a very simple database with 2 tables.
Table 1 is names and identifying information for my clients.
Table 2 is detailed information about each one of their visits.
It's set up to be relational via a unique Client ID.
When a client comes in for a visit, I want to be able to:
- look up the client
- see a list of their most recent visits
- add a new visit record
This would have been super simple in Access but I've been stuck all day trying to figure it out. I think I am supposed to use a Conditional Value List and I set one up but I can't seem to be able to make it work the way I want, which is to select the name from a drop down and then see a list of related values from the VISITS table.
I know a Portal technically does this, but I don't want it in a table format like a portal does.
I just want the drop down at the top of my layout and I want the visit detail to be in a FORM format where I can tab through the various Visit records filtered by client and also easily add a record right there. When I'm with the client, I need to be able to scroll back through previous visits and also add the current one.
Am I missing something simple?
I am hoping you can either help me to figure this out or perhaps point me in the right direction or give me the right terms to use so I can continue my searching. So far I keep running into dead ends.
I know this is probably just my own learning curve and I really appreciate any help I can get.
Thank you so much!!