8 posts in this topic
I hope that someone on this community is able to assist me in a rather complex dynamical filtering of portals... I am working on a pretty complex CRM based on this demo for dynamical filtering of portals by Sara Severson: http://www.soliantconsulting.com/blog/2013/03/dynamically-filtering-filtered-portals
But I have an issue when trying to dynamically filter the portal based on several relationships, that someone here maybe can answer... This is my situation:
Filemaker file A (the CRM) contains a portal which I filter. The portal show posts from file B (Contact database) with the use of a relationship X. The relationship match fields in the two files are global fields containing just "1" - which matches all posts.
The filtering of the portal here is working great. I can filter posts from the Contact database without any issues. But I would like a second dynamical filter field in relationship with a file C (an Order database) so I can narrow down the contacts in regards to what they ordered.
So I made, in file A, another relationship between file B (relationship X) and file C (Order database). Here I match a client ID in file B with a client ID in file C. And adjusted the portal filter criterias accordingly, so it took notice of this second filter field.
And yes, now it seemed that I could filter out specific orders, to find, for example, only clients in city X (from the file B, the contact database) which has bought item A (from the file C, the order database). But I noticed it didn't find every client with a particular order - after some debugging I found out that this procedure did only find the latest order a client made, in file C.
In other words:
If client A (from contact database) ordered item A and then later item B (posts in the order database), the filter did only find the client's order of item B. If I try to filter for item A, it found other clients that ordered this item, but not the client which ordered both A and B.
It seems that the relationship between file B and C only matches the latest match, which seems a little odd.
If I put a portal in file B (the contact database), with relationship of Client ID with file C (the order database), Filemaker found all orders, but only the first row in this unsorted portal here is found by the filter in file A.
Any ideas? How can I make the relationship between file B and C in file A to find all orders?
Here an image of the tables in file A, with some complementary information: https://postorder-hstrom.tinytake.com/sf/MTUxODk5N181Mjg2NDAz
With kind regards,
I have filmmaker server 15 deployed at my office with high speed TWC Static IP address. I've opened up all the ports per filmmaker instructions but I cannot connect from my home network and all of my 8 employees on their own home networks cannot connect either. Any thoughts or possible solutions to try?
By Wayne Irvine
I want to start at 1 for the next quarter, but it is currently 13 days before the end of this quarter. Logically I could start auto-enter serial at -13 and incrememtn by 1. So the first record would be -13, then -12 etc.
Doesn't seem to like it. First record is -13, second is -14.
Is this a bug, a feature, or known behaviour?
By Wayne Irvine
I have a portal that shows records from another table. They are 'available' or not currently assigned records.
The problem is that the list is too long. I would like to be able to filter the list by entering characters in a Filter field.
The relationship currently looks like this:
Available = yes
I would like something like:
Available = yes
Filter (is a substring of) Productname
I can't for the life of me figure out how to do that.