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Show Only Records that Match records in other table.

Question asked by KylePrince on Feb 14, 2014
Latest reply on Feb 14, 2014 by KylePrince


Show Only Records that Match records in other table.


     Essentially what I want to do is this: 

     If I have two tables: Table A with actual expenses and Table B with possible predetermined expenses I would like to have a layout that will show only the records from Table A that have descriptions matching the records in Table B. If I need to do this with a find, fine - I just need to be able to have sub summaries so a portal won't work. For instance


     Table A: Actual Expenses          Table B; Preplanned Expenses

     ABC                                            ABC

     DEF                                            DEF

     GHI                                             GHI





     How can I make a layout based on Table A that will only show the records labeled ABC, DEF, or GHI?

     It seems like it should be a very simple thing to do but I'm perplexed. Currently the only thing I can get to work is making a script with multiple predetermined requests for ABC, DEF, and GHI - but that's not terribly great because if anything in table B ever changes then the script must be altered. One would think you could do it somehow with relationships or a field that lists the contents of all the possible values, or possibly a value list - but that only seems to work with portals, which will not work in this instance.

     Suggestions kindly appreciated.