Join Cris Ippolite for an in-depth discussion in this video Creating self-relationships, part of FileMaker Pro: Relational Database Design (2011).
- We've been looking at various ways…to visualize and work with data from other related tables…in a properly-architected relational FileMaker database,…and in this movie, we're gonna discuss…how you can actually view related data…but from the same table that you're currently in.…So unlike other relationships where we focused…on putting a portal or a related field on a layout…and having to pay special attention to the context…of the layout as well as the context of the data…in the portal-related field, here we're going to put…a related field and a portal on a layout…where the layout and related field have the same context.…
Let's first create a story behind this exercise.…In this case, let's say we're going to put a field…on each customer record, right over here…by where it says "referred by", and in that field,…we're gonna store the ID of the customer…who referred the customer record that we're on.…So if such and such organization refers another customer…over to our company, then we're going to put the ID…of the referring account into that field.…
The course applies to versions of FileMaker Pro from 7 through the most current version.
- Reviewing relationships types
- Diagramming relationships
- Resolving many-to-many relationships
- Determining which tables need key fields
- Defining tables in FileMaker Pro
- Using the Relationship Graph
- Using multiple match fields in one relationship
- Using global fields to filter portals
- Creating self relationships
- Creating aggregate functions using relationships
Skill Level Intermediate
Q: The exercise files for this course do not work on a Mac. It downloads executable files. Can you provide a workaround?
A: The files provided for this course were made pre-FileMaker Pro 12. The system does not recognize the .fp7 files immediately as something that can be opened with FileMaker Pro 12 and instead shows them as Unix Executable Files.
The solution is quite simple. Just double-click the file, at which point the Mac will prompt you to choose an application to open the
file with. Select FileMaker Pro 12 and it will then convert the file from a .fp7 file into the new FileMaker Pro 12 file format, which is .fmp12.
Q: This course was updated on 5/12/2015. What changed?
A: We moved a video from the "Using Relationships" chapter of FileMaker Pro 13 Essential Training into this course, where it will remain evergreen.