> On 23 Aug 2020, at 15:43, Christiaan Hofman <cmhof...@gmail.com> wrote: > > I guess it depends a lot on your work flow. For instance, do you typically > edit your data in the master filr or in the detail files? > > If you mainly edit in your master file, you could export the relevant items > to the detail file when needed. You could keep static groups for those, and > select them when exporting. Or you could select the items to export (but then > you need to identify them). > > Christiaan
The other way around, importing and merging from the detail file to the master file, may be a bit more involved. Especially if you (or a collaborator) edits items in the detail file, and you want to merge these changes with the items in your master file. Let me give a few more tips that could help you. You can add items form the detail file to the master file using drag/drop or copy/paste between documents. Alternatively (or in addition to that), it can be helpful as long as you work on the detail file to add an external file group for the detail file to your master file. From there, you can add use drag/drop or copy/paste. But you can also use the “Merge in” feature, either from the contextual menu in the group table or from the Database menu. This will add external items to the master file if they’re not yet included (check for almost-duplicates though, when you add items that were edited in the detail file). Items that were just imported can be found in the Last Im port group, so you could use that to add them to a static group associated to the detail file. The harder part may be merging in changes when the detail file was edited. There are two features that can be helpful. One is the “Merge in” feature I just described. The other is the “Paste and Merge” feature. This helps you merge changes to an item in the detail file into a corresponding item in the master file. Copy the item in the detail file (either from a separate document or from an external file group), then select the corresponding item in your master file, and hit Edit > Paste and Merge. So “Paste and Merge” updates edited items, and “Merge in” adds new items from the detail file. When you com bine these actions, you should first use “Paste and Merge” and then “Merge in”, because otherwise you may get duplicate items for edited items. HTH, Christiaan
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