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Chapter 6. Creating Relationships > Creating a Match Field in a Master File

Creating a Match Field in a Master File

To use data from the source file you've created a match field in, you also need a match field in a master (destination) file. Once you have both match fields, you define a relationship that links the master to the source.

To create a match field in a master file:

1.
In the destination file, go to File > Define Fields.

2.
Define a new number field and name it. This example is named Key Serial to match the source field of the same name. Click Create, then Done.

3.
Choose File > Define Relationships.

4.
When the Define Relationships dialog box appears, click New (Figure 6.4).

Figure 6.4. Define a relationship in the master (receiver) file, not the source file.


5.
In the Open File dialog box choose the source file by either double-clicking or selecting it and clicking Open. In this example the file is Customers.FP5 (Figure 6.5).

Figure 6.5. To define a new relationship, begin by choosing the source file.


6.
In the Edit Relationship dialog box, Relationship Name already displays the name of the file chosen in step 5. (You can change it if you want.) In the “Match data from field in current file” scrolling list, click the serial field. In our example, it's Key Serial (Figure 6.6).

Figure 6.6. Choose the match field for the master file from the left scrolling list.


7.
In the “With data from field in related file” scrolling list, choose the name of the serial field in the source file (Figure 6.7). Click OK and then Done.

Figure 6.7. Choose the related source field from the right scrolling list.



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