Pro-Form Quick Start 9.0 User's Guide download pdf (Page 69)

Lesson 11 | Making databases relational 69

10. Click the book in the status toolbar to flip through the records until you see the company name

change.

Though the Corporate Account Information layout is based on the Customers table, you can

view address data stored in the Companies table because of the relationship you set up earlier

in this lesson.

Display a list of related records

Relationships are bidirectional. The relationship you made between the Customers and

Companies tables displays data (company addresses) from the Companies table. Next, you will

use the same relationship to display data (customer names) from the Customers table.

Create a portal to display matching records

You can add a portal on a layout to display data from related fields.

1. Choose the Companies layout from the Layout pop-up menu.

A relationship must always be defined before you can display data from related records. Now

you will use the relationship to the Customers table you defined earlier in this lesson, but first

the relationship must be changed to allow the creation of records in a related table.

2. Choose File menu > Manage > Database, and click the Relationships tab, if it isn’t already

selected.

3. In the relationships graph, double-click the relational operator to display the Edit

Relationship dialog box.

4. At the bottom of the dialog box under Customers, select Allow creation of records in this

table via this relationship. This lets you add a name to the Customer Type List.

5. Click OK, then click OK again to close the Manage Database dialog box.

6. Use the book or slider in the status toolbar to move to the first company record (ABC Company),

if necessary.

Select this

checkbox

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Pro-Form Quick Start 9.0 User's Guide Page 69