The Export dialog allows you to select fields from the layout, the table or any related fields. Make a test on a small set of records to Export. See what you get.
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I see that, but it doesn't work. It allows relational lookups from the current table, but does not seem to provide a relational lookup from a portal. In essence, the export is looking up the portal's contents through a relation from the current layout's table, and from here I want to do a further relational lookup from the context of the portal in order to replace ID numbers with corresponding text values, and save this in a single CSV.
IF you have a relationship for the portal data to other data (on the RG), then even those fields can be used in the export.
If you are on a layout for InvoiceItems, for example, you *can* pull the customer data, even though it is not a directly relationship.
I guess I don't understand what you mean by "lookup". If you need values in the portal (for export), then you may create fields which have Lookup() for the data you need.
That is exactly what I want to do: pull the Customer info from Invoice items through an indirect relationship upon exporting to a CSV. Using your example relationship, if I have Customer ID as a field on an invoice and export a list of the InvoiceItems, the field options FileMaker gives for exporting only show InvoiceItems fields and those from the first-order relation to the Invoice table, meaning I get a list of Customer IDs in the resulting CSV and not any names from the Customer database. I would like to specify the names to use instead of just seeing the IDs in this case. How would this be done when exporting a CSV from the context of the InvoiceItems table?
You can specify the table that is a second relationship away.
I will use the Invoices starter solution and post screen shot(s).
Screen shots of Invoices Starter Solution:
1. Relationships. The square is the layout/table from which I am exporting. All circled tables are related (even if not directly)
2. When I select to export the default table is the one for the layout I'm on and show all fields on the layout (even related ones):
3. Click the drop down and see all the other tables:
4. once a related table is selected, all fields are able to be added to the export from that table. Move whatever fields you want in your export. You'll see the related fields will be
all other will just be fieldName (for the current layout/table).