User manual

Working with related files 8-11
For more information about match fields, see “About match fields
for relationships” on page 8-5.
6. To have related records sorted, select Sort related records. Then, in
the Specify Sort dialog box, specify sort instructions for the related
fields. (See “Sorting records” on page 3-8.)
Selecting this option does not affect the sort order in the related file.
7. Depending on whether you’re defining a relationship for a lookup
or a relational database, do one of the following:
1 If you’re defining a relationship for a lookup, click OK, then click
Done.
1 If you’re defining a relationship for a relational database, you can
select additional options. When you’re finished, click OK, then click
Done.
Keep these points in mind:
1 For information on creating portals and related fields, see
“Creating and formatting portals to hold related fields” on page 6-19.
1 When Sort related records is selected and data in a related field in a
portal changes, the portal records are re-sorted whenever the
relationship is re-established. (For example, when you browse out of
and then back into the record, or change the value in the match field.)
1 You can change the order of relationships in the Define
Relationships dialog box by the relationship name, relationship,
related filename, creation order, or a custom order. Click the column
header you want to reorder by, or choose from View by. When you
reorder by the relationship or related filename, the definitions are
subsorted by the relationship name. Each time you open the dialog
box, the definitions appear in the last order used. The default order is
the creation order.
To Select
Delete matching records in the related file
whenever you delete a record in the master file.
(See “Deleting records” on page 2-5.) Related
records may not be visible on the current layout.
When deleting a record in this file,
also delete related records
Select a
match field
in the
master file
Select a
match field
in the
related file
Type a relationship name
Add records to the related file by entering data
into related fields in the master file. (See
“Adding and duplicating records” on page 2-4.)
If the related file is locked or write-protected, or
users don’t have access privileges to create
records, records are not added to the related file.
Allow creation of related records
To Select
Choose the way you
want relationships
sorted
Click column headings
to sort relationships