This starter solution isn't exactly the same file with each released version of FileMaker. I am assuming that you are using FileMaker 13.
The file has the following relationships shown in Manage | Database:
Events------<Guests>-------Guests | Contacts
So you can add a field to the Guests table and format it as a check box field on any layout or in any portal based on the Guests Tutorial: What are Table Occurrences?. On a layout based on guests | Contacts, you can put a portal to Guests and use a portal filter such as:
Not IsEmpty ( Guests::NewCheckBoxField ) to only list those events where the contact has received this status of "complete".
Design Note: on a Guests | Contacts layout with a portal to Guests, you can add fields from Events to the portal row to supply more information about each listed event.
Thanks for the info but I guess I don't know enough to make this work. I gave it a try but am not up to speed on Portals and such. Not sure how I will proceed.
I would strongly suggest that you learn how to create and work with portals. This is a basic design feature already found in your starter solution. Very, very few FileMaker databases are created that don't have at least one portal in them somewhere.
There are any number of training resources available on FileMaker, even youtube videos. And we stand available to help here, but a forum such as this is best suited to answering specific questions where the books, videos and tutorials are better at providing a broader foundation of basic info on Filemaker and/or relational database design.
Thanks for the tip about videos. I did watch the Lynda.com video on portals and found it very helpful. I have set up a checkbox in the Event Details layout (replacing of the Status item) that simply has the value of Completed. I then added a portal to the Contact Details layout and this may be where I don't quite have the correct settings yet. The goal is that when the Completed box is checked next to a guest in an Event record then the Event name and date will appear in the same guests's Contact detail record. But, so far the Contact Detail record for a Guest in an event with the Status of Completed does not show any event.
I'm attaching an image showing the Event Detail layout with the Completed checkbox field and the Guest Contact Details layout with the portal and settings panes open. If you have any suggestions about how I should change the settings it would be appreciated.
I have set up a checkbox in the Event Details layout
This layout is very different from mine. What version of FileMaker are you using? As noted previously, my answer assumes that you are using Filemaker 13. If you aren't I need to know.
I am using FM Pro 13. I've done significant modification to the layout and added fields I needed. But nothing beyond some basic adding of fields and rearranging the layout.
It's better to know that in advance as your changes might affect suggestions that others post.
What I see looks correct for your event details layout. And the portal filter expression looks correct.
But there are details about your other layout that I can't see in your screen shots.
For this other layout, what exact text is found in Layout Setup in the "Show records from" drop down?
OK, thanks for the tip on what info to provide.
I'm sending an image with 2 screenshots, one showing the "Show records from" box and the other showing the setup details for the checkbox. I'm really not sure that I set that up properly.
Thanks so much for all the good help. It is really appreciated.
The problem here is that Show Records From lists "contacts" instead of Guests | Contacts.
But if this is an existing layout, you can't just change the name selected here as that would enable your portal to work, but break other parts of your layout design.
If you stay with Contacts for your layout, you will need to add a new Tutorial: What are Table Occurrences? of Guests and link it to Contacts in Manage | Database | Relationships. Then you'd set up your portal (show related records from) to refer to this new table occurrence of Guests. This will also require rewriting the portal filter to refer to the new table occurrence.
Thanks for sticking with me as I learn how this all works. Another screenshot to show what I've done and what didn't work. I added the new table occurrence of Guests and I'm not sure I created the relationship correctly. When I go to the Portal Setup and try to re-write the filter I get an error.
I see two problems. You have the wrong match field specified. You need to select Contacts | Match Field where you currently have selected Completed. You can double click the relationship line to bring up a dialog where you can change the match fields. And if you double click the occurrence box, you can get a dialog where you can rename it if you prefer something more descriptive than "Guest 2".
Your error is due to misspelling the name of your table occurrence. I see Guest2 highilighted when your occurrence name is actually Guest 2.
I am not following what you mean in your last instructions about the match field. I got the filter error part OK. Here is another screenshot of the table relationship box. What is it I need to change? Because I see Contacts | Match Field connected to Completed but I don't follow what I need to change.
Sorry, I named the field wrongly--using the name of the field on the other side of the relationship. This was due in part to the fact that I use a different naming convention than what was used by the developer of this starter solution.
You have "completed" selected in the list on the right hand side. Click Guests | Match Field to select it, then click Change before clicking OK to close this dialog.
OK, I've changed that relationship setting but I still am not getting a "Completed" event to show up in the Contact Details layout for a Guest. It's probably die to an incorrect setting in the portal setup. I'm adding a new screenshot showing those settings.
You are a great help and it is very much appreciated.