1 Reply Latest reply on Jun 9, 2011 9:50 AM by philmodjunk

    How do subcategories to a filed, in a database that already exsists



      How do subcategories to a filed, in a database that already exsists


      FileMaker Pro



      Description of the issue

      We are a small marketing consulting firm. We currently have a database on FM pro with ALL our contacts. we would like to have a field called "category" so that we can indicate the relationship ie. Education, Consulting, Supplier. Almost like a "how we meet this contact". Under categories we have sub categories that for each of these, that is built into the field. So with current contacts and future contacts we can add these in easily.


      Education, the two subs would be "institution", and "in house"

      Consulting, the three subs would be "opportunity", "Qualified" and "Client"

      Suppliers, the two subs would be "Current" and "potential"

      This would all be in the one field and would allow us to search by category contacts we need. the way a filter works in excel.

      We already have a database going and would prefer just to add this in rather then start a new database all together

      Steps to reproduce the problem

      We have tried adding relationships to create this. however, unsuccessful. we have created a scroll down menu of these sub categories however cannot get it on the same database, or within a field. using the scroll down menu has also meant that the category and subcategory show up separately rather then in the same field

        • 1. Re: How do subcategories to a filed, in a database that already exsists

          This part of the forum is intended for reporting possible bugs in the software. Requests for assistance in how to use the software will get more and quicker reponses when you post them in the FM Pro Forum.

          Seems like you would need this value list in order for both categories and sub categories to be entered into the same field:

          Education, Institution
          Education, In House
          Consulting, Opportunity
          Consulting, Qualified
          Consulting, Client
          Suppliers, Current
          Suppliers, Potential

          Don't really see the logic for putting both categories and sub categories in the same field like this. I'd prefer to use conditional value lists  with two fields-- Field 1 is the category and field 2 uses a conditional value lists controlled by the value in field 1 for selecting a sub category.