2 Replies Latest reply on Sep 27, 2012 4:08 PM by NithyaLakshmanan

    How to match on parent table fields to import new records into child table

    NithyaLakshmanan

      Summary

      How to match on parent table fields to import new records into child table

      Product

      FileMaker Pro

      Version

      11.0v1

      Operating system version

      Mac OSX 10.7.4

      Description of the issue

      I have 2 tables: Customers and Invoices. I have an Excel sheet with fields: Customer Name, Invoice #, Invoice Amount.

      To import this Excel file, I want to validate first that Customer Name matches an existing record in parent Customer table. And only if there is a match, then create a new record in Invoices table with the Customer Name, Invoice #, Invoice Amount.  How can I set this up? Still learning Filemaker. In the Excel Import setup window in Filemaker, I can select ONLY one table - both for matching and for record creation/update. In my scenario, the match is on the parent table's fields while the records are being created in related table. How can I configure this?

      Steps to reproduce the problem

      Please see the issue description.