AnsweredAssumed Answered

Best way to categorize records

Question asked by andrewshuttleworth on Dec 14, 2017
Latest reply on Dec 15, 2017 by andrewshuttleworth

Hi

 

I'm new to FileMaker and databases. Even after doing a lot of searching I can't find an answer to the following. (Assume it's relatively simple I'm just searching using the wrong terms or something).

 

Here’s a simplified version of what I want to do.

 

  • I have 3 companies: Alpha, Beta, Gamma
  • Alpha is a car dealer, Beta is a bike dealer, and Gamma is both a bike dealer and a car dealer (dealer types)
  • I want to be able to have a company layout in which I can set the dealer type by checking one or more checkboxes for each dealer type
  • I also want to be able to create a report showing companies by dealer type e.g.

 

Car Dealers

Alpha

Gamma

 

Bike Dealers

Beta

Gamma

 

What is the best way to do this?

 

I have set up the company table, dealer type table, and a join table, but I’m stuck getting to the next step adding check boxes to select the dealer type for each company in Form view. Do I need to use a Portal or can I use a CheckBox set? What relationship settings do I need to change for allowing one table to create records in the other?

 

Thanks for any tips for a newbie.

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