3 Replies Latest reply on Jul 18, 2016 5:16 PM by Johan Hedman

    Populate field with matching values

    madmike6537

      Edit: It seems its not working because my matching field is based on the NAME field which is text. If I change the name to a number, it works. Hmm. I would have thought it would match fine with text.

       

      Hi all,

       

      Back with a question. I have a layout on which our users will be creating new records in the CUSTOMER table. We are trying to prevent entering duplicate records, meaning if a customer hires us a second time, they need to create a new PROJECT, not create the customer again. Currently, we just run a little script after the name is entered and notify the user if the name is already in use. I am trying to make the solution a little more elegant by showing the user possible duplicate records.

       

      I am open to anyway to do this, but my thought was to use one of my generic global fields as a drop down and populate it with a value list of matching records along with the associated addresses. But I cant get it to work. What I have done is on my customer table, I added a second T.O. called customer_CUSTOMER and matched them on the NAME field. Then, I created a value list that pulls values from this table based on the relationship, hoping it would populate my field with any records matching the name, but it just shows up emtpy in testing.

       

      My layout is based on the base CUSTOMER table, so I cant use a portal. I could use my preferences table as the context, but then all my customers would have to be related to it, which I am tying to avoid.

       

      I also thought about using ExecuteSQL, but I would like the user to be able to select the duplicate record with a click and keep going, rather than have to do a search for it.

       

      Any thoughts?

       

      snip.PNG

        • 1. Re: Populate field with matching values
          Johan Hedman

          How is your reletionship set up for customer_CUSTOMER? I have to be full_name on both sides for this to work

          • 2. Re: Populate field with matching values
            madmike6537

            Hi Johan,

             

            Yes it is full_name = full_name.

             

            I think my idea wont work after all because even if I get it to work, it will show the current record that the user is currently in inside the list, which would be confusing. I may have to look at another way like populating some records into a table.

            • 3. Re: Populate field with matching values
              Johan Hedman

              In the relationship you could exclude the record ID to ID

               

               

              Johan Hedman

              Atatiki AB

               

              18 juli 2016 kl. 17:04 skrev madmike6537 <noreply@filemaker.com>:

               

              Populate field with matching values

              svar från madmike6537 i Discussions - Visa hela diskussionen

               

              Hi Johan,

               

               

               

              Yes it is full_name = full_name.

               

               

               

              I think my idea wont work after all because even if I get it to work, it will show the current record that the user is currently in inside the list, which would be confusing. I may have to look at another way like populating some records into a table.

               

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