Ex Filemaker Pro user.
I have created 3 Forms 1. Client 2. invoice 3. Tax
I have the link between the invoice and Tax form working perfectly.
However, I want to use information from the client Form in my invoices Form. I have a unique ID for each client, and use this in the invoices to import the client details.
I haven’t worked how how use the unique ID in the invoice Form to Reference/bring in the client details.
Any help would be much appreciated.
i will continue to try in the mean time, and may even answer my own question.
Bob
If you’ve on the child side of a 1:M relationship then you can use a calculation field or script field to copy the value of any field from the parent record.
If you’re using M:M relationships, you’ll need a script field to merge the data together.
I have a video covering some of this on YouTube with a library linking example and another one on using link to form fields and duplicating field values.
Also possibly a Join Link Type might help since it behaves just like a Many to Many but using a value to match. So on your Invoice form, if you joined it with a Client ID, then when you entered the Client ID value, the data from the Clients form would be pulled into the table of related client records.
Alternatively, using a One to Many from Clients to Invoices, you can enable the Show Inverse Relationship option. Then when you’re creating a new invoice, click the checkmark button beneath the Client field and select a client. You can type in the unique ID to filter the list of Clients to find the right one and then select it to be linked to the current Invoice record.
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