7337 – LiveStream – 1.11.22 – Defining Relationships using Auto-Complete in FileMaker – https://youtu.be/Sxpp0Hh67PM
When clients don’t want to use a “Search Window” and instead they just want to type in the field setting up the relationship automatically, this creates problems; first, you have to have the name match exactly with existing records. Second, you need a script trigger to set the ID because you don’t want said ID to be defined as a lookup based on the name. Auto-complete based on a value list allows the user to type in the name exactly, the OnObjectSave trigger checks via relationship if there is a related contact and sets the ID to define the relationship.
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Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects
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