Hierarchical Portal Filtering using FileMaker Pro 15
By Andy PersonsWay 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 AdvantagesThe 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 AdvantagesThe 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 FeaturesWe 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
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!