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Filemaker Pro 12 Adding New Records to support table

Posted on 2014-02-14
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Last Modified: 2014-02-21
I have a form that includes a portal where the user enters new invoices.  Within the invoice portal I have 2 popup menus for renewal type and technician.  When I add a new invoice a new record is added to both the Renewal Type and Technician table even though I'm selecting an existing Tech and Renewal Type.  I have tried researching and playing with the relationship type to no avail.  Thanks!
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Question by:rcowen00
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Expert Comment

by:Will Loving
ID: 39860025
It sounds like your relationship structure is setup such then when you enter a value in the Renewal Type and Technician fields, that a new record is being generated because there is not existing match. In order to diagnose this properly I'll need to see the relationship graph including the Edit Relationship dialog between each pair of tables. The easiest way to do that is for you to upload a example file with some data in it (fake data) so that I can see what's happening. Screen shots are ok but an actual file is much faster to diagnose.
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Author Comment

by:rcowen00
ID: 39860190
Here you go.  The specific form I am having issues with is ClientSiteDetail in the invoice portal.  Thanks!
Portables.fmp12
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Author Comment

by:rcowen00
ID: 39863121
Any suggestions on this?  Thanks!
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Accepted Solution

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Will Loving earned 500 total points
ID: 39865957
It's very simple. In your Invoice Portal you have the wrong fields on the layout. The fields for Tech and Renewal Type should be the TechID and RenewalTypeID fields in the Invoice Table, NOT the fields in the Renewal Type or Technicians table. Those table are primarily there to populate the drop-down menus.

The way it's currently setup, if you select a value from the popup menu, you're directly entering that value into the corresponding table (RenewalType or Technicians) which forces a new record to be created in that table via the relationship.

By the way, you'll may want to add a ClientID field on Invoices (and possibly LineItems/Pricing) as well and use Auto-Enter to populate it from the ClientSite table. Depending on what you're doing it can help with things like reporting.

Portables.fmp12
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Author Comment

by:rcowen00
ID: 39877667
ahhhh...knew it was a simple error.  Thanks!
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