Portals

Hello, I am having problems trying to get a relationship to work in my database. I am new to all this and what I am trying to do is a bit above me so any help would be greatly appreciated. Basically I have 3 tables contacts, jobs and clients. On the jobs page I have a portal which shows the client name and the company they work for, this data is taken from the other 2 tables. What I am trying to do, unsuccessfully, is have a button in the portal which when clicked displays client info, such as company name and address, and contact info, such as contact name and telephone number, from there respective tables, on the jobs table. I have put a button in the portal with…

i'm not sure if this belongs to portals. I have a simple FM DB to keep track of my patients lab tests. I need to keep track of what each patient pays for his lab tests, for example: NAME-------Date---Amount Due--Payment--Balance John Doe--1/10/09----$100------$70------$30 ------------1/13/09----------------$30------$0 ------------2/1/09------$120------$100-----$20 ------------2/5/09-----------------$20------$0

Hi ! I ran into serious troubles when trying to build a work flow -solution. I have two tables: employees and Work places. I would like to set all these in one page as a matrix, so that there is date in column (vertical) and Work Places as upper row (horizontal). In each row there is a name of employee who has made a reservation for this date and place. Hope you understand what I mean. Is this possible to do at all ? I've lost my nerves with this already... Or is portals the right tool for this at all ? Thanks in advance !

i have a table with a field containing "year" data. my objective is to count the number of each 'year' instance via a count calc field and managed to produce a list/report (IUCN) containing each 'year' listed uniquely with a corresponding count it has appeared in my table. my question now is that how am i going to be able to reproduce this report into a portal so i can add it to a a layout? you can download my sample data here: sample data im just starting to learn fm so pls dont be too harsh on me : thanks i advance

Hi Need help I create a layout call Portal test with 3 field in my record call E1, B1 and Qty1 and all this 3 field had the repetition of 5. I also create anther layout call Protal report and using the 2 portal call Binding PB and Binding Saddle to show my B1 product. But I get the same data for both Protal. I attach file for you to take a look Thanks gregory Portal_Test_copy.fp7.zip

I have two databases - Main Customer & Pricelist. There is a portal from one of the Pricelist tables in the Main Customer layout. I want my Production Mgr to be able to create a pricelist in the Main Customer layout, so he doesn't have to leave that screen. But, when he goes to create a portal row it tells him he is not authorized to do this. BUT, when I gave him access to the Pricelist file, to see if he could create a new record in that database, it would allow him to. Why would he not be able to create a new record via the portal, but can directly through the table? I thought the permission settings would be transferable across tables and databases, if they a…

Hey there, I am trying to get a total of ALL the records in the portal, related or not. Maybe using "portal" is not the correct wording because the data is in a table, and portals only show related records. But here is how it is set up.. I have a sponsor table and a ticket table. A sponsor can request tickets, when an employee finds out a sponsor wants tickets they enter in the # of tickets that the sponsor as requested. I want the total of ALL tickets that have been requested across all sponsors. I tried using summary fields and summary parts but summary parts seem to only calculate data on a group of records currently being browsed. And as the user…

I'm hoping this is easy and I'm just missing something simple. Here's my issue - I found a survey db which I've been able to customize for a solution I'm trying to provide. I created a db which allows teachers to vote (yes, no or nt) for students for an award. They can also add comments. The issue I have is totaling the votes for each individual student. I created a totals layout which has a portal that pulls the teacher name, vote, and comments for an individual student. However, I haven't found a way to successfully total the number of yes, no or nt votes for that student. I'd be happy to send a copy of the db if needed. Thanks,

Hi everyone. First off, just a quick note to say that what I've been able to develop with FileMaker 10 in just the first month of using it has been phenomenal. As a winemaker, I've been able to recreate and improve upon solutions that in my industry cost tens of thousands of dollars. And I've enjoyed almost every minute of the process. My current issue has to do with my implementation of an FM 10 specific drag and drop technique developed by Andrew Persons at Excelisis ( http://www.excelisys.com/web/downloads/index.php). In standard wine production after crush/destemming, grapes are loaded into fermenters of various sizes (usually 1- 6 tons for small wine…

Hey all. Here's the dealio. I have a Prospects Table. Each prospective client record has a marketing campaign assigned to it. Thusly, I have a Campaigns table with a portal showing all prospects assigned to that campaign. Each Prospect has a portal assigned to a table of ContactHistory for that client. So, the relationships are linear so far: ContactHistory -> Prospect -> Campaign. The Prospect Layout is sorting the ContactHistory in descending order by date, latest contact history on top. My problem is getting the latest ContactHistory to be shown on the Campaign page. When I sort the relationship between the Prospect and the Campaign, it sorts one l…

Hi I have an issue with sorting a portal by one of its fields. When this portal represented the original instance of the underlying table I was able to sort it by a specific field. However, since changing the portal to reflect a second instance of the underlying table, it is no longer sorting by any field. Any ideas why this or how I can get it to sort again? John

Hi folks, I've been playing around with FileMaker for a while, and i've just come across something that I can't figure out - it's probably a simple fix, but I just can't find any reference to it anywhere. The database i'm working on at the moment is a stock management/invoicing jobbie - it all works well, and i'm just adding extra functionality now. Currently, an invoice has on it all the standard details (name, address, etc etc), as well as a portal which is used to add stock from the stock table. This stock is organised by category - Audio, Visual, Computing, Hardware, and so on. Sometimes, it might be necessary to add more stuff to an already-create…

Here's my layout: I have a main Layout/db of prospective clients called Prospects with main table of prospective clients called Prospects in the Relationships graph. I have a tabbed display and on one of those tabs is Contact History. That tab has a portal showing data from a ContactHistory table. This has a few fields including one included for which employee contacted them. What I'm trying to do is find a way under each "Prospective Client" record to be able to filter the contact history table by employee. I've set up buttons to do this. Every time I try to do this, it filters the main prospective clients table, not the encompassed client history table. I don't care if …

I'm coming back to FMP after a long absence so please consider me a newbie. What I want to do is create a menu system that is based on a User so that at the top of each layout are MENU and submenu options depending on whether the User has permission to see them. After clicking on a menu, the menu name gets passed as a script parameter to a Navigation script I have that works and takes the user to another layout. Attached in 'A' is an example of what I want it to look like assuming the User had full access--2 horizontally oriented portals set to display 1-1, 2-2, etc... I understand that the menu positions and maximums are going to be fixed (7 Main, 8 Sub) L…

Dear Forum I need some help with a summary field, the situation here is that I have a normal portal with fields in it. This fields are the typical fields to make an order in a POS system, 1. quantity 2. unit price 3. total price quantity field * unit price = total price at the end I have a summary field that gives me a total of the total price for my ticket, everything is ok, but the problems is that if I change the quantity field with a pop up list from 1 to 5 for example the changes are not visible in the summary field at the moment just when I change to another layout. The summary field is outside of the portal. Anyone knows how to make active the…

I'm really sorry about this... It's probably the most basic question ever asked but I'm really struggling to achieve the following: I have an invoice table and the layout contains a portal in which I create records in my line table. I'd be grateful if someone could tell me what script to use in order automatically to complete the next portal row (so create another line) if a specified field in the current row contains a specified word. To explain; we sell shoes. The portal includes the fields "make" "style" "dye_or_taken" and "price". The "dye_or_taken" field is a drop-down list including "dye". If "dye" is selected in the current line, I want to automatically g…

I have several fields in my database that I can't type into. Any ideas?

Hi, my data modeling skills are rusty and the solution is not clear to me. I have a table with 6000 records, it's a join table for two other tables and it contains a Product ID field and a Category field. The products are not unique and neither are the categories - they repeat throughout the array. I have managed to show for every Product the multiple categories that the product can be in through a self join in a second table occurrence - yay for me. However, what I'd like to do is build a calculation that writes the values in the self-join portal out to a field that looks like this: product_id = "Category_1" & "/" & "Category_2" & "/" &…

Hello I have a portal (child table) on a layout (parent table) that I am trying to filter through the database relationship between the tables. The relationship between the tables is defined in two ways: 1. The parent table's ID is maintained in the child table. 2. A global field defined in the parent table (containing a static value) is associated with a field in the child table. This relationship is defined through a second instance of the child table. The problem is that on the layout, only the first record in the child table is displaying in the portal. Any ideas on why this is not displaying all the associated records? John

I have a database that in the main table it shows the product name and product serial number and also shows a portal with the parts that make the product. This parts come from the parts table. I need a script to add a new part to the product from the portal, but because it is partID related it has to create the next partID number and put it in the portal in the partID field. I am losing my hair trying??? Any help??

Hi - I've been battling with this all day and I just can't figure it out. I have a DB with 3 tables all linked via an account name field. The DB is split into UI and data files (separation model) and in the data file I have joined the tables via the account name field and allow creation of related fields both ways. When I go to tab Transactions in the UI file and add a new transaction in the portal (see record with ID 118) with an account name that does not exist (Card 3) I would have expected it to create a new record not only in the transactions data table but also in the groups and accounts tables. Why is it not working - I can't figure it out. I have at…

Hi everyone, I have a table which contains notes for members, the portal shows the related notes to members fine. The notes Table has 6 fields (Noteid, NotedDate, NoteCategory, Notesubject, NoteText & Notememberid) I use a portal to show all the fields except the Note Text field because it will contain a long text, so I put this field on the right of the protal, what I am trying to do is that when I click on a button on the portal row to show the related NoteText field next to the portal, can someone please help me to achieve that? Would appreciate if you can send me little bit detailed script as I'm a really a newbie with FM, I'm using FM10 Advanced Pro. …

I am trying to add a product catalog to my quoting database. I currently have 2 tables for the catalog. Catalog_Select Fields: Supplier - global Catalog_Group - global and Catalog Fields: Supplier Group Item Code Description Price I have a layout with Catalog_Select::Supplier and Catalog_Select::CatalogGroup which have drop down value lists from Catalog::Supplier and Catalog::Group. Selection from these lists filters a portal showing records from Catalog. The problem I am having is that while I always need the entire list of suppliers, I only want groups related to that supplier to show in the Group Selection. The rela…

I am trying to create a Time Card database for Employees. I view the records through a portal. Problem is when I try to add a new portal record the date field reverts to the end date in the current time sheet. I need to select the date again to make it stick. Also is there an easier way to manage the creation of duplicate records. I have a unique id on the DailyRecords table, but the user does not see the Error Msg. until they click outside the portal. Each Record on the DailyRecords table is unique through a combination of date and employee Id. Account Name: jdoe Password: new Adminstration - Account Name: admin Password: admin NewTimeshe…

New to FileMaker, been working with sql-based databases before and can't really get my head around a few things. A basic contact register: You've got a contact layout and a portal with phone numbers, an unlimited number. I've got the relationships setup etc. One of these phone numbers is the primary, so you got a checkbox. But only one of these can be set at a time. So when the user checks one, all the other have to go unchecked, for that particular contact. How do you do that? Much obliged. Martin

Hi I have a question concerning creating the initial record in a portal accessed through the web: is there a way to do this without adding some kind of 'create record' button on the layout? I'm asking because unlike accessing a portal using the Filemaker client software where there is a way to just type in the open record displayed, nothing shows up for portals without records on the web. John

Hope this is an easy one. I have a portal that contains multiple line items. These line items may increase enough so that it will have to go to another page. Without going into the related file of individual items and creating a new report, is there a way to have the portal records extend onto multiple pages when printing. Sorry for the run on sentence. Thanks. Mike

Hi, this is probably simple, but i can't seem to get it right. I have a script and at the end of the script it calls for "go to portal row (select; last) set field [iten number_products::ItemNumber;$sn] but for some reason it always goes to row #2 under my portal, and if i change it to first, then it always replaces my first. how can i make it so that the info goes to portal row 1 and then 2 and then 3. My portal has 10 rows. Thanks

Hi - I'm using FMP8 and have some trouble with my DB. I have a layout with multiple tabs - say tabs A, B, C, D. Each tab has a portal. The tab showing is C and it has a button to execute a script. As soon as the script hits the Go to Portal Row step FMP switches to a different tab. I tried creating a field, made it visible only on tab C, and then added a Go to Field step before the Go to Portal Row, but it still changes the tab. Why? And how can I make FMP stay on the same tab? Here's my script: Set Field [ t.AccountsUI::g.CurrentTab; "Transactions" ] Go to Layout [ original layout ] Go to Field [ t.AccountsUI::k.Transactions ] [ Select/perf…

Hi all This what I was wondering if it can be done in a portal or in FM. We are required to track if a welder welded in a qualified welding process every six months. A welder may have four or five qualified welding process at one time. So all of these process have to be used in this six monthe period. So each records for one welder for one process would look like this in the continuity log table Record number one Name: Hank Waldmann WElding process GTAW Last day welded: 1/2/2007 Record number two Name: Hank Waldmann Welding process FCAW Last day welded 1/8/2007 Record number Three Name: Hank Waldmann Welding Preocess SAW Last …

Hello I am looking for some advice about portals, since I am a bit new to all this. Basically I have a company table which holds fields such as company name and address and I have an employees table which holds the employees details. The tables are linked via a company id. I have a one to many relationship set up, as a company can have many employees. On the company table I want to have a portal where you can input the employees name which can be added to with more employees in the future, this list can be scrolled up and down and when you select the employee name it shows you their telephone details in another portal. Does this sound sensible and is it possi…

How do i verify in a portal that all the filed are full and not empty?

Hi all Been trying to get my portal to filter the welders continuity records and not having any luck. The relationship on which I created the portal is as follows [color:blue]expiration date (greater than or equal to) start date and expiration date (less than or equal to) end date this doees not show any records in the portal. The expiration date is formatted as date. The start date is a calculation formatted as a date the end date is a calculation formatted as date. I tried changing the format of these fileds a dozen times trying to get this to work. I know I got something wrong but I can not figure it out. I included a sample file of what I a…

I manage 500+ records in a related table. I can get the portal to display them; however, you have to scroll down to see them. Is it possible to have the portal run horizontal? Better yet - Is it possible for me to arrange the related records however I like? In multiple lines or in a circle for instance? Would that mean multiple relationships? over 500!? Thanks. Chris

I know I've seen this many times, but, can not find the posts addressing this. How do you make the new record entry as the first line of the portal? TIA

Hi, I have figured out what needed to be changed in order for the following to work, but I don't understand why. I'm hoping someone can explain it to me. I have two tables: Insurance and Client. I need to be able to see all Insurance companies available in all the Client records. I also have to be able to add new insurance companies to the list while I'm in a client record because the one that is needed might not be in there. So the relationship that was set up was Insurance::onelink (where onelink was a *stored* calculation equal to 1) to Client::linkis1 (where linkis1 is a global auto-entered validated number equal to 1). Adding of record through relation…

I apologize for posting this question in the wrong area (if I indeed have). I'm new to this site and am in desperate need for help. I've been using FileMaker for about 4 months now. My "Thanks" in advance to anyone with the time to help me out. I'm going to try to state this as quickly as possible: I have a "Customer" table and an "Invoices" table. I want to show a filtered Invoices portal within the Customer Table. I'm using a global field "zInvStatus" in the Customers layout as a check box set that relates directly to the calculation field "cInvoiceStatus" in the Invoices table. This allows me to show either "Receivable", "Partially Paid", and "Paid" Invoices …

Hi everyone, Is it possible to change the size of a field box without using the mouse? I have a field box that I want to make a little bit larger, but when I click and drag using the mouse, the next size it will allow is too large. Is there any other way to change the size of the box to make exact changes? Thanks!

Hello everyone! I'm stumped on this one. I've got this layout with a portal. (I've attached a copy to the post.) For some reason, even though I do not have "sliding left" turned on, the fields within the portal are sliding when I print. It shows up this way in print preview as well. I've tried turning sliding off and on for both the portal and the individual fields but neither has helped. The fields don't appear to be collapsing, but just "jumping" over a little bit for printing. Any ideas? Haines-Improved_Clone.zip

Hi, I think this has been covered in the topic http://fmforums.com/forum/showtopic.php?tid/199890/ but as a beginner im not 100% sure it applies to what im doing/ i dont fully understand the structure. I have a customer record and that customer has several Hydrants. Each hydrant is inspected anually. On the hydrant detail layout (which displays all that hydrants specifics) i want to display a portal of all previous inspections related soley to that hydrant. (then i will be able to review previous years inspections as needed) I have a portal that works but of course it displays all inspections from all hydrants, not just the one which im looking at. S…

Hi, i think this should be fairly simple, but cant seem to figure it out... I have a portal which displays some data from a related table... the problem im having is that i am able to edit the data in the portal but i dont want to be able to. I only want to click on the row and goto the related record to edit there (this is working fine). I do not have the Allow creation boxes checked in my relationship, nor do i have the Allow deletion box checked in my portal setup.. Not sure what im missing. Thanks in advance for any direction you can offer.

Dear Community I have a POS solution and I have a portal So every time that I want to select a data from this portal I click in a row of the portal and the hit a button , the thing is that I need to make the row a button of itself to make it fast but I need to be activated when I hit the row with a double click in order to make the action of the button. Help Please, I don´t know if this is clear enough. Thanks everybody BluiSh

Hi everyone, I'm working with a database that keeps track of companies and contracts that we have with them. Each record is for a separate company, and within each record I have a list of contracts. I'm trying to create a columnar report that lists each company *and* all of the contracts for each company (plus a few other fields, contact data for each contract). Essentially I want to have something like this: CompanyA ////Contract1////Phone# ////Contract2////Phone# ////Contract3////Phone# CompanyB ////Contract1////Phone# CompanyC ////Contract1////Phone# ////Contract2////Phone# (where //// represents a tab) Within each record, …

I had created a file with two layout inside. This two layout are One Delivery Order and One Job Process Record. All this two layout is relationship with a field can Job No. And at the Job Process Record Layout I create a field call Invoice and with drop down list of COMPLETED, NOT COMPLETED and TO Bill. I also had another field call Billing and been set like below: Case ( Job No = Delivery Order::Job No: and Invoice = "Not Complete"; "To Bill" ; Job No = Delivery Order::Job No: and Invoice = "Completed"; "Completed" ; Job No = Delivery Order PEARSON::Job No and Invoice = "Completed"; "Completed" ; Job No = Delivery Order PEARSON::Job No ; "To Bill" ; Job N…

Greetings, I have another table that contains the data for the Attribs Colour, this table has the field Attrib_ID, Value, Product_ID, Sort_ID. You click on the script it opens a new window, you then select the colour that the lingerie comes in and then close the box, however i want it on the first screen "Products" layout to show a list of the colours; for example: Please Select, Black, Blue, Pink instead of where atm it shows this Please Select Black Blue Pink I don't know which option to use so that it will show the list like that, anyone have any ideas? Thanks

Hi all, First post here. I have an invoice table that works fine, buy what I want is a complete list of all invoices that have been created, with InvoiceID, InvoiceDate, InvoiceName, InvoiceTotal, InvoicePaid and InvoiceBalance as the headings. The list could potential be hundreds of invoices so would need to be able to scroll thru or maybe select by start and end date. I don't know whether I should use a portal or the way to accomplish this. Any help would be appreciated.

Hello, I often seemed to run up against this kind of problem and I haven't found a satisfactory strategy for dealing with it. I think this is a pretty clear example, which I've created to hopefully simplify things. Let's say I'm trying to keep track of baseball statistics. I have two tables: player table: playerID_pk, name, Bats_LeftRightOrSwitch yearly_stats table: playerID_fk, year, batting average percentage (note: we do this out of 1000 (=100%)... we just do, that's why.) Bats_LeftRightOrSwitch field values can be: left (bats left-handed), right (bats right-handed, or switch (switch hitter- bats either way). Obviously, it's a one to…

I have a portal that has multiple records and each one has a unique ID. Sometimes it is necessary to have 2 of the same records in the portal, in the image for instance 2 delivery records are sometimes needed, yet in the total field (which is from the layout called invoices, the portal is from NonSerial Inventory) which has a calculation of Sum (tbl_NonSerial_Inventory::NonSerial Price) Yet, it will not sum the price if there is more than 1 of the same item. I'm not sure why, unless it won't add it because it is the same record? Any help would be appreciated. Thanks - Jeff

hey guys, I'm not sure how to do what i want to do, here is the basic idea of what i want to do: I want to create an inventory list and be able to build packages to rent out from this list. I have a whole inventory layout where you can fill in the date purchased, make, model, price, and so on. I also have a place to show which package it is in and where within that package it is located So say I have Products 1 - 10 and Packages A, B, and C. Package A has compartment 1 and 2. - Product 1 is in Package A compartment 1. - Product 2, 3, and 4 are in Package A compartment 2. - Product 5 and 6 are in Package B - Product 7, 8, 9, and 10 are in Package C. H…

Hello all, I've searched all over the web for a solution, and I think I must be using the wrong search terms, so apologies if it is a simple solution. I'm in oceanography and setting up a database to hold information about all our samples. My real database is quite complicated, but I think I've boiled it down to a super simplified seteup that illustrates my problem. Hypothetical setup: I have three tables. Lets say they are: 1)Expedition 2)Stations (aka location) 3)Samples Expedition might hold info like the dates of the expedition, staff, name of the ship, start and end locations, etc. Each Expedition might have many Stations. Stations mig…

I have been stumped on this for a while and can't find an example of what I am trying to accomplish. I have a calendar system and it keeps track of locations, time, and Date. I am just dealing with a people table and a shifts table. I want a portal on my layout dealing with people to show shifts grouped in location and totaling the time for that location like this Location 1 | 5:00 Location 2 | 3:00 Location 3 | 6:00 Location 4 | 9:00 but as close as i can get is... Location 1 | 5:00 Location 1 | 5:00 Location 1 | 5:00 Location 2 | 3:00 Location 3 | 6:00 Location 3 | 6:00 Location 4 | 9:00 Location 4 | 9:00 Location …

I have two tables: - email addresses - notes. I have set up a layout with notes as a portal, and using a status on the email address I'd like to be able to add a note to the portal that is address is invalid and it's being removed from the record. Every way I try to script this I can't get a note record written in the portal if the portal does not already have a note in it. I have checked to see if you allow creation of record is checked off (though on the relationship table these two tables are not directly related) Any thoughts about what step I am most likely missing? I've tried both go to portal row first and next, and then replace the f…

Hello guys, I'm trying to implement a navigation bar based on the user's privilege set. I have a table called navigation where I have 3 fields: button_name, privilege_set current_privilege_set (a calculation field equal to the user's privilege set). I have created an other instance of the same table called current_navigation and I have set up the relationship between the two tables (navigation.current_privilege_set = current_navigation.privilege_set). Now I would like to place in each of my layouts a portal to display the available navigation options. I have tested it using a dummy layout and it works but here come my issue: is it possible to show within a po…

I have a sales prospects table with name, phone, addr, etc. I created a portal that shows related fields from a contact history file but just date and short desc. I am displaying multiple rows. This portal works just fine. But I want to be able to scroll through this list and display additional fields from that same record else where on the screen, right next to it to be precise. So as I scroll through a list of dates and short descriptions I'll see the fields containing the additional details I want on another part of the screen. It's the second bit I don't know how to do. Thanks

Hi, This should be a very simple question, but I just can't figure it out. I setup a portal with "Alternate background fill" check. It looks nice when I look at it. If I need to add records into the portal, some rows' alternate color just disappeared. The whole portal looks inconsistent, some with all white and some part has alternate color. Is there any way to make the portal nice during record entry? Thank you very much for your help.

I have a portal to show records from child to a parent layout. I put a script to delete the row of the portal-child record but FM deletes the parent not the original record in the row of the portal. Why is this happen? Pascal

Hi there, I wonder if somebody can help me with a portal problem. As background here is the structure of the database In my database the fields common to all records are stored in a single big “base” table, with relationships to other tables based on “type” of data, that hold the other pieces of information. (Each type requires some specific fields, that’s why.) So, each entry consists of a “base record” that is related to one “type record”. For example, there is a table for the type “Topics”, and a table for the type “Resources”. Relationships between entries are being established via a join table using the base records’ keys. As each entry belon…

How do I add in the column names in the portal field? Basically I would like to see what the fields are at the top, and right now I can't get them to display? Thanks!!

FM newbie but long time fan. I have a Clients table and layout that has a "Contacts" tab. I would like the portal on that tab to show all of the records from my Contacts table that work for that client. I believe I understand how the relationships work, but for some reason I cannot get the portal to pull up the right list. It just pulls up every record in the Contacts table. I searched the forum for this, but did not find a similar topic. I apologize if this question has already been answered elsewhere. Thank you all in advance! My friend and I have been really appreciative of the help here on this forum and our FileMaker 9 Bible in our quest to get th…

Greetings, Maybe someone can help - I have 2 tables 1. Quotes which has a unique field QuoteID and a global field gQuoteLocation and 2. Quote_Detail which has QuoteID, QuoteDetailID and QuoteLocation. I've set up a layout with a portal so I can see the one to many relationship between Quotes and Quote_Detail. When I have the relationship set only for Quotes::QuoteID = Quote_Detail::QuoteID everything is fine. And then I have to go and get fancy. I added a relationship so that Quotes::gQuoteLocation = Quote_Detail::QuoteLocation. Everything works as expected, that is, I can filter by location, as long as there's something in the Quotes::gQuoteLocation …

Hello, I'm trying to figure out a way to prevent a single record appearing more than once in a portal. I don't know how to work with the data in the portal fields since they aren't treated as part of the table I'm trying to affect. In the attached file, I've got two tables, contact and company, with portals connecting them. I've set up a button to create a new record in the other layout (i.e. create a new contact from companies) or to go to an existing record. My problem is preventing the same record from showing up multiple times in either portal. I apologize if I'm not explaining very well, I'm a filemaker newb and I welcome all suggestions and feedback. Thanks for…

Hello. I am trying to create a project management database for my company. I had planned to set up tables as follows [color:yellow]................company[color:yellow]...................phone number [color:yellow]............./[color:yellow]................[color:yellow]............../ Project[color:yellow].......................contact - email address [color:yellow].............[color:yellow]................/[color:yellow].............. [color:yellow]...............personnel[color:yellow]..................mailing address I created the contacts, phone numbers, mailing address, and email address tables, and created a relationship between contact and …

Hey everyone, I'm looking for suggestions on the best way to setup a portal with radio buttons. For example Topic A 0 0 0 0 0 Topic B 0 0 0 0 0 Topic C 0 0 0 0 0 Topic D 0 0 0 0 0 Where the 0's are radio buttons. Does this make sense. I can email a picture of what it's supposed to look like.

Hi Everyone, Is there a method that I can apply to a layout that features a portal based on "Events". The Events table was populated to display time values in 15 minute increments. I'm wanting the portal to only display the records that have data in the title field of the Events table. The current relationship is Days:Date = Events:Date. Thanks, R

[color:orange]Short Version: Is there anyway to resort a table by a specific field so that the record numbers are renumbered? For example: Record Number::::Field [color:green]1:::::01/01/2008 [color:green]2:::::07/01/2008 [color:green]3:::::03/01/2008 [color:green]4:::::12/01/2008 Becomes after you sort: Record Number:::::Field [color:green]1:::::01/01/2008 [color:red]2 ([color:green]old number 3):::::03/01/2008 [color:red]3 ([color:green]old number 2):::::07/01/2008 [color:green]4:::::12/01/2008 [color:orange]Long Version: I have a timesheet database and have a problem with displaying subtotals. The Main table, Clients, has clie…

Hi, this is what I have: a table (NAMES) with a relationship that is connected by a unique number with the X option (showing all records in the portal). [color:brown]My "problem" Nr. 1: after a FIND the related database still shows all records, what´s the trick to synchronise these 2 tables? I want both tables to show the same data, i. e. if I'm showing only names in "Frankfurt", the relation should behave the same. [color:brown]My "problem" Nr. 2: I have a script (got to record next) to move within the table and want to move within the portal. When all records are shown, a "Go to Portal Row[select, recordnr]" works ok. This of course does not work if a FIND…

I run my application via FileMaker's Instant Web Publishing. When you click on a portal record with a lot of information from within FMP the portal record extends down so you can read the entire field easily. Not so with IWP: portal rows don't extend down if they contain a lot of information. With Internet Explorer I can enter a portal row and can scroll to the far right end of the row in order to read all of the information that that field. With Foxfire that can't be done. You can only read what you see on the screen and you can't scroll. So I want to display the information from a field in the active portal row in a separate large text box with wrapping so that t…

I am creating a timesheet database where employees can input time they spend on each project everyday. I use a portal and each row is actually data from another table called timesheet element. proj. Mon. Tue. Wed. Thur. Fri. Proj. Total A 20 30 20 200 20 350 B 100 100 10 C 200 Day Total Proj. Total is a calculation field in timesheet element. It recalculate every time I click away from a cell so it always shows the updated number of time spent on a specific project, which is what I want. Day total is a summary field from timesheet element and it does not work as I wanted. My questions are; …

Hi all, Our student database has 7 digit student numbers. The first two digits represent the year eg. In the number 9876555, 98 represents the year 1998. In the number 0129292, 01 represents the year 2001. Now I need to include the 19 or 20 (ie the full year) to these existing numbers so that: 9876555 becomes 199876555 0129292 becomes 200129292 How do I do this?

[color:brown]Set variable [ $Portalrow; Value:Get( PortalRowNumber )] Go To related record[ bla, bla Go to Portal Row[select; $Portalrow ] Seems straight forward. My logic: Where was I?, change to different record, move to the row in the portal where all this started of. Doesn´t work as expected! Does work if I leave out the step [color:brown]Go To related record[ bla, bla. The variable contains the correct value (i.e. 34) but the [color:brown]Go To related record[ bla, bla seems to reset the rowcount to 1. So I get an error since I am trying to reach a row > 1. Any ideas?

I have a database that shows a portal on an encounter that lists all the medications a person is taking. It is linked through a join table to the visit table and the visit table is set by the date seen. Is there a way to show the portal and data associated with it of a previous date for the same person on the date of their current visit. When I create new file for a new date then the join information is no longer visible. Most often patient medicines remain the same so seeing the previous list will allow me to know what they're taking and also set up a simple Portal Dupe to transfer last visits med list to the new visit.

Ok 2 files, acq.fp7 and photo.fp7. I built a relationship serial = serial for each file. Now when the serials match, the image should show up in the portal...right...not so. I get nothing. other portals work just fine, except this one. Any advice? (click the upper left corner of acq and password is blank, Admin is user)to get filemaker menu's MIADS.zip

Portals only show up in the vertical position, but is there a way to make them show in the horizontal for a slide show of images?

I am creating a music cataloging database and I'm trying to copy data into a portaled field if there is data in another field. I would like to do this without a script, but I am am not having any success. I've attached the file to this post. Thanks in advance for your help! Sam Music_Collection_Test_Solution.fp7.zip

Hey everyone. I put a filtered portal on a layout; in the global filter field the user can key in his search term and gets a list of appropriate records. Works great. Two questions: 1. I’d like to make it possible for the user to show all records. The only thing I can imagine at the moment is to put a separate button next to the filter field attached to a script like „show records from the not filtered table“ (= the one that is the basis for the self-join). 2. To make it possible for a user to key in just the first few letters of a record’s title (truncated, like in find mode), I set up my relational key to the filter field like Left ( Title ; 1 ) &amp…

Hi everyone, I wasn't sure where to post this but here goes. I have a solution that has a job table and a Job line item table and a unit table. I have a portal for the line item table on the job screen. when I enter a unit code, it populates the description, price and unit of measure from the unit table based on lookups. That works fine, but I also need it to populate a region field based on a lookup from the job file. It does not populate on the first line just every line after that. I assume it has something to do with the relationship not being committed in time to look up the first line but I am not sure. Is there a way to insure that this will o…

I have multiple portals in a single layout. The script step "Go To Portal Row [Last]" doesn't work. It seems like the script doesn't know which portal to target, so it just targets the first one it comes to. Is there a way to get that script step to act on the correct portal in FMP Advanced 8?

Need some help. Setup: Welcome_page::State_Name x States_page::State_Name I have a portal on the welcome page that list or counts all of the records in the database for each state. The relationship between the two tables is not (equals but Does not Equal) This way it shows all the states not just one state. California 10 New York 9 Etc... This works Perfect... THE PROBLEM: I would like to make this portal list only the records through a certain time period (a range of dates). For all States. This would be Easy if the date I wanted to sort was on the States table but it is not it is on a different table not associated wit…

I'm new to the group and FMPro so thank you for taking the time to be helpful. I have a table of actions that our staff do day in/out. I'd like that table, which has no relationship to any other table, on a layout so we can scroll through it and then when we see the action we need, click on it and it'll insert itself into a large note field. Currently the portal doesn't show any records. I know this must be so "elementary my dear Watson". Thanks, W

Hello all! I'm developing a simple solution for my office and I need help in one thing. I'm making a portal that will display the tasks for all employees. This task portal is filtered by employee name and task status through two drop down menus. I need to be able to create a report with this data. I must be able to select the employee, the task status and print a report. But I can't figure out how to create a found set of this records, based on the data displayed in the portal. Is there a way to do that? I'm newbie on scripts. Thanks in advance.

Hey guys, I have yet another query I can't get my head around. I have searcheda bout, read some material and followed the calendar tutorials online for filemaker, but nothing quite seems to suite this application. Essentially, I need to create a visual map for all the employees of a company (approximately 15) whereby it shows dates across the top, employees down the side (like a grid) and each individual day for each individual employee can be changed:i.e. to represent where he is in the country on that day. I have tried several methods but ended up with ridiculous strategies like having 31 fields, numerous scripts etc etc. all suggestions, references …

So, I am sure someone will make me feel stupid here shortly by pointing out the obvious that I must be missing but all help is appreciated. This is the what happens: From a project profile screen a user clicks "Assign Project Contact." This button opens a new window, creates a record in the PROJ_CONTACT table and sets the _PROJECT_KEY to the corresponding PROJECT:__KEY. Right, that was a mouthful. This new window shows a layout holding a portal with all the contacts (they can be filtered dynamically but thats not important here). So now, the user has two options: 1. Choose a portal row and click OK in which case PROJ_CONTACT:_CONTACT_KEY is set to CON…

I have a database with two tables. These tables are related. One of the table layouts has a portal that displays values from a field in the other table. Right now it displays ALL of the values. I would like it to only display the values from FOUND records. How would I go about doing this?

I am using the Purchase Order Tracker solution program that came with FMP8. I have modified it a bit and I have a quick question. (it will be quick for you) I have to determine popularity of a given item. A lookup, not a calculation, because I need historical reference as well. We place items on a purchase order to be ordered. Each line can contain one item. I have a Purchase Order table and an ItemsOrdered table. When we order an item, we specify the item and the quantity ordered. I need one more field (the lookup) that will tell me how many of that item I have ordered over the last 6 months (I can change the time frame later)

I know this questions has been asked about 1000 times on this forum, but after reading all of them I think I might be more confused. Outline: Policy_Page [has basic info on a policy ie policy number, face amount etc...] Policy_Note Page [has basic info on what is typed in on the portal ie: date, subject and check boxes to indicate which categorize the note should be filtered in] Relationship: Policy_Notes::Rel_PolicyID = Policies::PolicyID Policy_Notes::Chk_1 = Policies::Chk_1 Question: Is there a way to use the check boxes on the portal (On Policy_Page) to filter the portal. Ie: I click the check box "1" -- want it to show only items r…

Is it possible to filter a portal in Filemaker v5.5. I have a portal based on a date (job date), which shows all of the jobs for that date. Now I want to filter out the jobs which we do in house. These jobs are designated with a check box. If possible what is the best way to do this. Keep in mind I am using FM v5.5. Thanks in advance...

Hi all, I am currently facing two situation with a portal which I believe to be related to relationship. This portal reside on a Job form where each row relates to a record in the [color:brown]Job_Lines table. Each job gets assigned to a [color:red]customer. Problem 1: The first column of the portal contain the [color:red]Product Name field (value list of all the product). Once selected, the rest of the line get populated as well. In column two however, two different values can be inserted: [color:red]Product Code or [color:red]SKU. [color:red]Product Code is taken from the [color:brown]Products table and [color:red]SKU comes from a [color:brown…

Hi All, I have a table of students. To group those from the same family I use a self-join relationship based on surname & home phone and display them in a portal. Both the relationship and the portal are sorted by student contact hours, descending. I need to calculate a family discount rate so that if the student falls into the top row of the portal, they calc as 1, otherwise as 0.9 Since there seems to be no First() function, I changed the relationship & portal sorts to descending and used If( Last(MyFamilyMembers::NameFull) = NameFull; 1;.9 ) My flawed logic: "If I am at the person at the bottom of the list, give me a 1, otherwise giv…

Hello, I have been using FileMaker Pro since version 6, and now using version 9.03. My question concerns using multiple portals on one layout and from the same table. I am using a relational database Payitems--workorderlog----entryform Heres my setup: I have place a portal with 1-20 rows on the top half of the entry form and a portal with 1-6 rows on the bottom have of the form. The data is being pulled from the same table; in this case, "work order log" The pay items contains the labor cost and material cost which automatically populates the line items of the workorder log and entry form Within the workorder log I have material line- item f…

Hi, I'm an infrequent FMP programmer. Here's my dilemma: Consider a table of People with field Lastname (to simplify). I want to create a portal that filters based on matches to a last name search criteria that I enter in a global field. So, if I enter "J" in that field, I want to see all the names starting with "J". If I instead enter "Jon", I want to see those starting with "Jon", such as "Jones", "Jonsa" etc. After digging into other posts, I understand that my previous attempts failed due to a relationship based on an unstored calculation. However, I fail to see how to solve this, even using "Ugo's Method". This seems like a very basic need. Is …

Hi all - as part of my portal, I am using a calculated field to return either a value or a "blank". What I want to achieve is to then assign a button(script) to that field in the portal, but for this to only be there when there is a value present i.e. if there is a value the hand cursor should appear and the button can be pressed, whereas "blank" doesn't result in the hand cursor nor the ability to press the button. At the moment no matter if there is a value or not, the hand cursor is appearing and the button can be triggered. Clearly this is happening because the field is still there, its only the condition of the field that says whether something is shown or …

I have a "to do list" in a portal. Works great. When the to do item is completed a date is inserted. The not yet completed items don't have this date. How do I get a count of the not yet completed items? Something along the lines of: If (IsEmpty ( To Do::Date Completed ) ; Count ( To Do::To Do ID) ) This obviously doesn't work because once a completed date is entered into any of the items, it quits counting. I think I'm on the right track, just not there yet.

Hi, I'm trying to get information from a portal into a printout. Table 1 (T1) - File Information Table 2 (T2) - Notes (Date & Note field) T1 has a portal where users can enter data into T2. T1 will NOT always have records in T2. (Hence I cannot print the data from the T2 table) I need to print out a report from table T1 showing concatenated data from related T2 using a value list of related records then a field ValueListItems ( Get(FileName) ; "Notes" ) This works fine with the exception that the records in the field do not sort by date order. I tried using a portal on screen and locking it to the bottom of the screen so it will …

We have a 1:many relationship set up within a database. Is there anyway to associate multiple child records to one parent without using a portal? We want to be able to take advantage of the sliding functionality for the child records as they are of varying lengths but understand that sliding does not work within a portal. Suggestions?

I don't need a full blown calendar, just a way to display events/appointments whose date ranges overlap. Just need this in a simple field. For example, I have an event that took place over the course of a year. Let's call this event Age 13 (since I was 13 for a whole year). I am inputting some other events (journal entries) that also fall within this time frame. So, after I finish putting in the start and end date of the journal entry, it would show me in a text box or portal any other events that overlap. In this example, the event: Age 13 would overlap. I don't know how to do this. It seems like it should be simple. Help Please! Jeffrey

I have three tables: A: Casino Names B:Slot Machines Inventory C.Game Types Relationship A to B: a casino can have many games Relationship B to C: a game type can be on many games Keys Table A: Casino Name (1) Table B: Game's Location (1) & Game Type (2) Table C: Game Type(2) I would like to make a portal on the CASINO NAMES Table. I can get the portal to show all the games at the casino (i.e) [Portal] Row 1. Cash Gold Asset# 54 Row 2. Cash Gold Asset# 56 Row 3. Money Magic Asset # 58 Row 4. Green Cash Asset # 89 Row 5. Cash Gold Asset # 90 Row 6. Green Cash Asset # 88 But I would like the portal to show for a s…

Anyone know if it is possible to page down a portal window? thanks

I have what seems to be a simple relationship problem but am completely stumped by what to do. I have a database which include the tables 'jobs' and 'teams' Relevant fields: Jobs Team 1 Team 2 Team 3 Team 4 All teams (calculated join of all fields above) Hours Teams Team name Total hours (summary of Jobs:Hours) The relationship is All Teams = Team name This was all good before I needed to include the hours (this is the expected hours that the team will work on the job in the next week). This returns a total in the summary as it should. The only issue is when I need to have teams work on jobs for different amounts each week. I …

I have a portal that shows records from table2 in table1. The related fields are datefield (dateformat in table2) and timestampfield (timestamp format in table1). When the user picks a date in datefield the portal will display all records the user has done on that day. It works if i change the timestampfield to dateformat, but don't if i use timestamp. Is there a way of making the relation/portal to do right?

I want to show summary data in a portal. • the Parent table is "Projects" • the Child table is "Tasks" - it contains TaskName (e.g. Design, Production, Printing) and TaskAmount (which is a number) I created a self-join relationship in the Child table to sum the data for TaskAmount and this works fine. But in the portal in the Parent table I see ALL the related TaskName records (each one showing the correct sum of TaskAmount). Something like this: Design 1200 Deisgn 1200 Design 1200 Production 250 Production 250 Printing 600 Printing 600 Printing 600 Printing 600 I want to see only ONE of the related records which sho…