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Trouble Creating Related Record

Question asked by sccardais on Oct 12, 2013
Latest reply on Oct 14, 2013 by philmodjunk


Trouble Creating Related Record


     Each month, we receive Survey responses in the form of a csv file from customers. We want to import this into a Filemaker database and add our own classifications to help prioritize new features, trends in customer satisfaction, etc. 

     So far, this involves two Filemaker tables:

  •           Surveys. Imported via csv file into Filemaker. Source file contains populated Survey ID field.
  •           Reviews. Contains our categorization fields and uses Survey ID to link Reviews to Surveys.

     After importing new Surveys, we want to classify each customer Survey.

     A Reviewer will start with a view showing all Surveys that have not been Reviewed yet. The Reviewer will use a button to ADD REVIEW.

     This will open a new view showing some fields from the Survey and all of the fields from the Review table. 

     Starting from a view in the Surveys table, I have not been able to create a new related record in the Reviews table that automatically populates the Survey ID field in the Reviews table.

     I know this must be relatively simple but so far, I haven't been able to do it.

     Any help would be greatly appreciated.

     Not to complicate this help request but, on the Reviews screen, I would like two buttons:

  •           Save / Next
  •           Save / Quit

     Additional Notes:

     I'm assuming I can use an auto-entered Create Date from the Reviews table to identify Surveys that have not been Reviewed yet.

     Eventually, I would like this database to be accessible online. There wil be very few concurrent users. Since it contains customer information, security access to this database will be very important. 

     Thanks very much for any and all help.