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Copying Filtered Portal Data

FileMaker Magazine


In FileMaker, once you've filtered a portal, which displays a subset of related data, there may be situations where you need to get that data out. A prime example is needing to further manipulate the data within a spreadsheet.

A recent solution I was developing had this exact need. I needed to filter some financial data based on a wide date range. Yet, I still needed smaller subsets, think categories, of financial data and wanted to pull that data into a spreadsheet for a separate purpose.

In order to make this even possible, we need to know the exact records being shown within the portal. There's a bit of a trick in order to make this happen such that you can get the data onto the clipboard. The great thing about FileMaker is if you can find the menu option, then you know it's a script step. Holding down a modifier key while looking at the edit menu, reveals that Copy becomes Copy All Records.

The method of loading the records to be copied, is actually quite useful in a wide variety of situations within FileMaker. If your solution ever has the need to directly copy data being viewed from a portal, then you'll find all the pieces to the puzzle in this video and technique file.

Click the title or link to this article to view the video.

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