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Found 2 results

  1. Hierarchical Portal Filtering Incorporating Drag-n-Drop Technique By Andy Persons This is part three of a three-part series on hierarchical portals in FileMaker Pro. You can find part one here and part two here. Demonstrating how to provide drag-and-drop rearranging and arbitrary sorting of hierarchical items. Standard Interface A common request when implementing hierarchical portal filtering is the ability to drag an item exactly where you want it to go. If you want it inside another element, just drag it on top. If you want it between two elements, just drag it in between them. It’s a standard interface element in other areas, such as the Finder in MacOS, Explorer in Windows, and on some websites. However, the intuitive simplicity conceals quite a bit of complexity. It needs to be able to clearly indicate when an item will be dropped “inside” another and when it will be “inserted” between two items. It needs to elegantly handle the edge case when a user drags an item between the last child of parent and the parent’s “sibling”. Does it become the last child of that parent or the next sibling of the parent? It needs to maintain the hierarchical structure at all times while providing arbitrary sort order. Concealed Complexity Here’s the overview: This technique uses the drag-and-drop method demonstrated in this file, along with drop-target CSS to provide the visual indicators. Each portal row has three container fields as drop targets. The top field will sort the dragged item above it (indicated by a line on its top border) and the bottom one will sort it below it (indicated by a line on its bottom border). The third field will make the dragged item a child of that record. Its drop target CSS is set to change the entire background color. Sorting is accomplished by loading a dictionary of each related record’s id and sort number into a global variable at record load. The sort_path field uses this to calculate the sort number of each ancestor record into a single decimal number. To maintain the correct hierarchical sorting, the sort is padded with zeroes at the beginning and end. If the limits of four integer and six decimal digits are exceeded, it will automatically re-serialize the siblings. These features could also be combined with the sorting from Part 2, if desired. Enjoy! •• HierarchyRevisited part 3.fmp12 •• **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com)is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235. eXcelisys, Inc. is an independent entity and this web site/information/blog post has not been authorized, sponsored, or otherwise affiliated with FileMaker, Inc. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. The post [FMP Tip-n-Trick] FileMaker Pro Hierarchical Portal Filtering 2.3 Using Drag-n-Drop appeared first on eXcelisys. View the full article
  2. Hierarchical Portal Filtering using FileMaker Pro 15 By Andy Persons Way back in 1996/97, I developed my original hierarchical portal filtering technique using FileMaker Pro 3. Twenty years later, we decided to take another look and update it for FileMaker Pro 15. Several alternate approaches have been developed in the interim for the hierarchical portal filtering technique (including a “lite” approach by my colleague Doug West). After reviewing them, we believe the original approach still has merit as one option to consider. Hierarchy Lite Advantages The Lite approach on the hierarchical portal filtering technique focuses on ease of implementation. It works to abstract the hierarchy logic using features like global variables and portal filtering, entailing fewer schema changes and requiring fewer changes after pasting scripts and fields. Download Doug West’s version of Hierarchy Lite Demo Hierarchy Classic Advantages The Classic approach to the hierarchical portal filtering technique uses a multikey in a global primary key field to filter records. This requires more work to implement and more schema changes, but can result in improved performance in certain circumstances such as high numbers of related records or WAN deployments. This is because records are filtered at the relational level rather than the portal filter level. Records that won’t be displayed simply aren’t downloaded in the first place rather than being downloaded and filtered after the fact. Leveraging New FileMaker Pro 15 Features We were also able to take advantage of several features that have been added since FileMaker Pro 3: Button Bars: the text for the Expand All/Collapse All button toggle takes advantage of calculated Button Bars Script Triggers: Indented arrows use repeating calculation fields with OnEnter script triggers to simulate “repeating buttons” CSS: allows us to hide the In Focus formatting of the repeating field to preserve the button-like behavior Download Revised Version Hierarchy Advanced 2.0 Features (coming soon) This refreshing of the original technique also sets the stage for more advanced features that we’ll be releasing in subsequent demos: Dynamic sorting by any field Drag-and-drop sorting and reassignment Stay tuned for Pt2 and Pt3! **This article is provided for free and as-is, use, enjoy, learn, and experiment at your own risk – but have fun! eXcelisys does not offer any free support or free assistance with any of the contents of this blog post. If you would like help or assistance, please consider retaining eXcelisys’ FileMaker Pro consulting & development services. About eXcelisys, Inc.: Founded in 2001, eXcelisys (www.excelisys.com) is an FBA Platinum Partner and FileMaker Certified developer organization. eXcelisys specializes in designing, developing, customizing, supporting, consulting, migrating, upgrading, fixing, and integrating of database solutions for Desktop, Mobile, and Web applications. Our core technology competencies are FileMaker Pro, FileMaker Go, and MySQL for database frameworks, along with FileMaker WebDirect, WordPress, MySQL, PHP, CodeIgniter, PostgreSQL, Joomla, Drupal, Magento, CSS, HTML5, and Javascript for web sites and web applications. Aside from providing eXcellent customer service, our goals are to use these technologies to intuitively automate your organization’s data solution needs seamlessly and flawlessly across the web, mobile, and desktop platforms. Contact eXcelisys today for a free estimate and consultation about making your business more efficient through intuitive and effective software automation. 866-592-9235 | info@excelisys.com
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