Portals

Hi, I'm just learning FileMaker Pro about 1 month. I have some difficulties on creating a portal. After I created a portal in layout mode, I cannot type anything in browse mode, is my steps of creating portal wrong? My steps of creating portal as follow: 1. click to layout mode 2. click "insert" on the menu bar 3. clike "portal" 4. select the "show related records from" 5. click "ok" Thanks. Crystal

I am trying to get information from one portal into another portal. Here is my setup: Products: Product ID Projects: Project ID ProjProd: Product ID Project ID Proj Item ID Sales Orders: Invoice ID SalesProj: Project ID Invoice ID In the Projects TO I use the ProjProd for a portal, which creates a unique ID for every line item. In the Sales Orders TO I have a SalesProj portal to extract the items from Projects, both regular fields and the ProjProd portal. The SalesProj portal has the following fields in this order: SalesProj:Project ID (drop down menu to select project name) Projects: Name (pulls correct proj…

I have a database with the following tables: Contacts, Quotes, and Products. In the list view of Quotes, I have all quotes listed with the contact information of the contact associated with the quote. I want add to list, all the products, quantities, and prices of all the products for each quote inside a portal. I inserted a portal in the list view of Quotes and in browse mode it only shows up inside the first record. As you highlight the other records, the portal displays the prodcut ID, qty, and price of the highlighted record. How do I get the portal to show up in each individual record of the list view, to display the individual records product info?…

Hi all, I have this layout. Where it says 'Country list', that is a portal and that portal can get really long at some points (in this picture there is more data but you cant see it). I have to print this out but the printout doesn't show all the data in that portal. any suggestions? Thanks

Hello, I have a portal that I have selected to show a vertical scroll bar, but it doesn't show up. It is functional and I can find the up and down boxes, if I fish around enough, but I can't see them. Any suggestions??? THANKS, Tom

I have 2 tabs. On each tab I have a table occurrence for the primary parent table and a table occurrence for the child table. When I delete a record from the child table portal and click the other tab - the record still shows in the portal UNTIL I click on the layout and then the screen will refresh and the record disappears. I'm using the Refresh button with the cached join option. Any ideas?

I need to create a field that will show a field value from the second row of a related portal record I have two tables. Students and Grad info I would like to display in a field "grad Year" created in the Students table that shows the value of the second portal value from the "Grad Info" table. I have been able to pull the first value but have been unable to pull the second. How would I create the calc for this.

Hi Group, I have never had the need to use filtered portals and have consequently never taught myself the technique. Does anyone have a white paper that explains how, why and where filtered portals are best used? Does anyone have a small sample file that demonstrates how filtered portals work? I am working on my most ambitious project yet and I think a filtered portal (by the function the name implies) will help me display a set of data that would be difficult to display otherwise. Any help would really be appreciated. Thanks, Steve

I have searched the forum, but can't find this topic, though I am sure it is here somewhere. I have a portal that is based on a self-related table. The relationships are name=name and X=status. The X field is a constant set up in the table. The status field has an X inserted as appropriate based on where the item is in the work flow. The primary problem is the portal is showing blank. We added some navigation tools and found that what it is doing is showing only one record at a time. Without the navigation tools, it is locked up as blank. With the tools, you can navigate to a record. It's like it is sorting via X instead of Y. With navigation, it is …

After a portal is created, how do you add new fields? I always have to delete the portal and start over. Thanks.

I have been struggling with a Window Refresh problem - have found a solution but do not understand why the problem occurs. I have a script which adds new records (in a new window) and then returns to the original window with a portal containing those records. The new window is closed after adding the records. The portal uses conditional highlighting to show the record just added and has a GoToField step to open a related record on the same layout, ready for editing. The script looks like: New Window [ Name: "Updates"] Go To Layout [ "Updates (Updates) ] {Various Set Field steps follow} Select Window [ Name: "Home" ] Refresh Window [Flush Cached Join…

Ok, i thought I could do this but need some help. I have the following tables: TableMetaData ColumnMetaData It is a one to many join between table & column meta data tables. The tablemetadata table contains all of the names of our tables in our sql database. the columnmetadata table contains all of the columns of the tables in the tablemetadata table. Here is what I want to do: On my tablemetadata layout, I have a portal showing the list of columns for the selected table. It is just a one column portal. I would like to have another portal on the layout that would show the details of the column selected in the first portal that lists the column…

I was setting up a portal to filter data so that a user only his OWN, OPEN actions for ACTIVE projects (so 3 criteria). My layout is based on table occurence MyStuff, the portal on its related table occurence ActionLog. The relationship between both occurences is based on the following criteria: MyStuff::Account (indexed txt with value user's accountname) = ActionLog::lu_Executor (stored/indexed calc txt with lookup of accountname of the user who needs to execute the action) MyStuff::calc_Projectstatus (stored/indexed calc txt with value "active") = ActionLog::lu_Status (stored/indexed calc txt with lookup of value "active" or "closed" in related Projects…

I have a portal that creates a list of activites, I want to grab that last portal row and get it to display in another field. Example I worked on something I gave it a date and description and Location This is a table that displays on another table in a portal. I have it sorted so the first record by date is the one I want. I want it to show on my next table in two fields one field is the date the other is description. I use this field in other layouts so I do not want the portal in every layout. That is it. Thanks in advance. I know this is easy I just seemed to be off a little.

I have portal showing related records from one table to other one and I want to find a way to sort the records inside the portal dynamically according to any of the portal columns Thanks Fathy

Using FM 8 Is this possible: I'm setting up layout and table,'Frontpage.' Here I have a portal from a table, 'Matchdates,' with fields: 'date,' and 'team.' I want to make a button inside the portal row wich set the fields 'date,' and 'team, in the 'Frontpage' layout and table from the record/row of desire in the portal. I have managed this through a self relation, and hoped it could work from another table.

I have 1 file with 2 tables (students, faculty). From the students file, I would like to "assign" up to 3 faculty to a student via a Portal. In the faculty file, there is 1 record for each teacher. On the student file I have a value list "Faculty" that is calculated with each teacher's first and last name. How do I relate the 2 files? I tried passing the the StudentID field to a Faculty_LinkID in the faculty file. I have the relationship set to Create New Records. I think I am missing a simple step. I appreciate any help or thoughts. Thanks, Jon

Hi Comment, Your input is ALWAYS invaluable... I'm on a Layout entitled PROJECTS, on which I wish to include a set of tabs which displays projects according to status (eg, Active, In Development, Cancelled). I'd like each "tab" so to speak to display a portal of projects of like status (eg, a portal showing only Projects which are "Active" on one tab, and Project which are "In Development" on another tab). I set up a calculation field in the PROJECTS table for each Status value (ie, "Active", etc). I then related each calc field to the Status field in the same table. I then created a PROJECTS layout for each Status portal to show records from the app…

How do you get individual line items to populate a portal which is referencing another portal? Here's my situation: Products: kp_product name kp_Product ID ProdRecipe Join: kf_Recipe ID kf_Product ID Recipes: kp_Recipe ID MenuItems: kf_Recipe ID kf_Meal ID Meal Planner: kf_Meal ID Grocery List Generator: kp_Grocery List ID: Meal Planner 2: kf_Grocery List ID In Recipes there is a ProdRecipes portal to select Products:kp_product name, amount, and units In Meal Planner there is a MenuItems portal to select kf_Recipe ID, kp_recipe name (via Recipes TO), kf_Product ID. This TO creates a new record for each…

Try to edit the result of a calculation field with a full-access account and get this message "This action cannot be performed because this field is not modifiable" What I try to accomplish is using calculation to create username and if there are duplicated, append a 1. At the moment, my script is not working so I have to do this manually.

I've search and searched but can't seem to find a way to dynamically set the number or rows that show up in a portal. Here is what I have. I have 120 schools, each with a number of teachers ranging from 5 to 180. I need to be able to create printed copies of a layout that shows basic school info at the top, and a portal with the teachers in the portal below. You can see the problem here is that I have to set the portal rows to 180 even though there are some campuses that have substantially less than that. The end result is a printout (PDF actually) that can be emailed to each campus. Is this possible through some sort of script? I know that a work-aroun…

Hey folks, I have created an application that allows stores to login and select quantities of products to order each day. It works great, but it is very slow to create a new order, as it has to create hundreds of portal rows listing products for order each time. I have a table for Orders, a table for Inventory and a table for Orders_Inventory which handles the details of each order. To create the list of products for order, I enumerate the items in the inventory and create a new row in the Orders_Inventory table with the PK of the new Order. Inventory details are added using lookup fields. When I run the database locally, it is very fast (< 10 se…

I have a portal showing data from a table and it works well. My problem is that the portal rows are too small and not appropriate for showing some of the data in the record so I want to display the active portal record's other data elsewhere in the layout and I need it to refresh as portal rows are selected. Imagine a contact list for a given company where each contact has specific and in-depth instructions for how to handle a transaction. When I list the contacts in a portal, I show the name, phone, etc... but the instructions need to be shown in their entirety. I want to show the instructions below the portal and used the <> format in a text box which s…

In one layout I create bank accounts. That information is copied into one new record from the main layout. In that main layout I have a portal with the names of the accounts. The relationship between those tables is marked "X", so every account appears on that portal. On the main layout I have another portal with the bank statement and balancefrom the transactions layout. The problem is when I want to navigate from the portal with the account names on it. Maybe is too basic, but I can't find a way to make it work with the "Go to related record". Any ideas of what I'm doing wrong? (or not doing right?) Thanks from Mexico

I have a one to many relationship and a portal showing all my related records needed to print. My problem: When printing, near the head edge and in the feetpage it always "eat" half of my fields printing half of then or dont printing then at all. I know it sounds a simple problem but ive tried everything already.

Hi, I hope someone can help me with this problem â�� I don't understand Portals! I hope you can understand me, I am not English. I have a database with Contacts, Invoices, Payments and Zones. I got the Invoices Portal to work with help from another forum. I am trying to set up a Portal to keep track of open invoices. I have a table for Contacts, Invoices, Line Items, Zones and Payments. The Relationship for the Invoice is from Contacts by Contact ID, from Invoices to Line Items (Allow creation of records...) by Invoice Number, Line Items relationship to the Zones Table is by Zone. All is working just fine! Now to the Payments table: The Relatio…

So I'm trying to create a skills inventory database for use at our non-profit in boston. I have four tables: skills skill_type (used to filter skill types based on skill area) proficiency user the skill table has the following fields: skill_id skill_area skill_name skill_type i have included screen shots of my entity-relationship graph and hope someone can help out! i am trying to create a portal on the user layout to show all related proficiency records based on a specific skill_area and skill_type that is entered but it isn't showing anything related properly. actually i'm not sure how it is figuring out which records to show and w…

I seem to remember somebody asking whether you could make adding a new record into a portal, the "first row" of the portal rather than the last... (but I can't find the post) Is this possible - is there a link I could follow I dont mind if it was UI rather than actual portal settings etc - I just dont want a user having to scroll down 100 entries each time (if that is possible) Many thanks Simon

I haven't found an answer to this one in the forums. BTW, any recommendatons on better reference books than the Missing Manual is appreciated (I hate having to ask questions all the time). I want to diplay a list of records via a portal based on two fields from another table. Here are my tables: Products: kp_Product ID kp_weekly Items (text field to choose "Yes" or "No" kp_product name Grocery List: kf_Product ID kp_Grocery List ID Grocery List Generator: kf_Grocery List ID In the Grocery List Generator I want a portal to show all the product names that have been selected "Yes" as a weekly item. I am not sure how to have a por…

Database has a parent client records table and a child client billing table in a portal with a 1 to many relationship. Duplicating the client parent record is easy, but I would like to duplicate his portal billing records to create a second set of billing records for his second entry in the parent client file, in order to save a lot of typing. Any way to do this?

I need to omit records that have no records showing in a portal. So far I've been able to isolate records with specific data in the portal, but can seem to do a find for "=" to isolate empty portals. Is there a way to do this?

Hello, I have a ton of Access experience, but just picked up Filemaker Pro last week. I would appreciate any help you can share. I am developing a database for a law office, and what I want is to have one table that holds documents of various types that many different portals display depending on the document type. I have designed a layout with multiple tabs, each with a portal for a specific type of document. I figured out how to do it with different tables for each type of document, but one table and therefore one input interface would be nice. Is this something that FMP is capable of? Thanks again for any input, Rebecca

Stumped at trying to provide a scrolling static text. The requirement is that it must show the scroll bar indicating there is text below the edge of the container regardless of what field the user happens to have in focus. (aka works like a normal web or application interface). This is instructional information and not a "field". I cannot be entered or edited per requirements. I am probably making this too hard but any clues are appreciated.

Hello, If there is already an answer to this, please point me to the link, my searching came up empty. I am trying to build a Meal Planner where I can select Recipes and Products for each meal for every day of the week. Here are my tables: Products: - kp_product name - Product ID Recipes: - kp_recipe_name - Recipe ID Join Table: - kf_Product ID - kf_Recipe ID Meal Planner: - Meal ID In Meal Planner I want to be able to pick the recipes and products that go into each day's breakfast, lunch, and dinner. My thought was to create a portal for each day's meal and use a drop down menu to make the selections. This worked fi…

I'm new to filemaker and need some help getting unstuck. I'm building a database for the school i work at and want to display the courses for a particular month (i.e.-for the month of October) in a portal. How can i do this? I've tried a few different ways but now I'm just lost. Thank you for your assistance

I've got a database with parent and student information. On one layout I've created a "find" portal based on Matt Petrowsky Many Faces of Portal Filters. The user types the first few letters of the parents last name and the portal filters to show matching records. It's worked great for several weeks, but we've found one instance where a parent shows twice in the portal. I've checked and there isn't a duplicate record. The duplicate show with 3 matching letters, not one, two or four. What's up with this?

I have a portal that pulls records correctly from another table with a field in that portal that has a calculation for Get (PortalRowNumber. So its basically like this: FieldName = Get (PortalRowNumber. My FieldName is just a calculation with the get function in it is all. The issue is when i go into browse mode, all it shows in that field for every record that is listed in that portal is 0 for the portal row number even if i have 7 records in that portal. They still all show 0 for the portal row number. Can anyone tell me what could be the problem? The relationship is correct and everything else works but the portal row number.

Certain data in portal not writing to record: Go to portal row [select;first] Go to (primary key) field [Registrant::RegistrationNo] Set field [Registrant::RegistrationNo = $$Reg_Nbr] Go to (secondary key) [Registrant::RegistrationNo_Sub] Set Next Serial Value [Registrant::RegistrationNo_Sub] (Did in layout) Copy Record/Request Problem: primary key wrote, secondary key did not. This portion of file structure: Registration PK Registration::RegistrationNo Registrants (1 - 4) PK Registrant::RegistrationNo SK Registrant::RegistrationNo_Sub (1 - 4)(max can not exceed 4)

Hi guys, hoping that someone can sort out this highlighting problem I have. I'm using a database that when you click into a portal, the colours of everything within it are sort of inverted (the dark grey background becomes light grey, cyan boxes become orange, etc). It's lurid and horrible. Now this happens under XP but not OS X (OS X simply applies a grey tone to selected objects). I wouldn't be surprised if this is an operating system issue rather than anything to do with FileMaker but after a long hour of searching, I've found nothing. I've noticed that any object within the portal that is static (a non-enterable field, the portal background, etc) is simply r…

Does anyone have a solution for resolving date and time conflicts? Here's what I mean. In a portal I'm displaying a series of collected timestamped events for an employee (Time tracking). This is the administrative view that allows an admin to edit, add or delete entries made by the employees. Being the feature it is, the admin could accidentally enter or edit an entry that overlaps the time value of another entry. Now I don't want to prevent that but I do want to display the result (conditional format) and draw attention to the conflict. Each record has a start and stop timestamp and the total time as the difference between the stop and start. I have to b…

Good afternoon everyone, I'm working on an application that generates invoices using data from a Timesheet table and a separate Purchases table. I've created a separate Summary table which contains the Timesheet records in one portal and the Purchases in a second portal. Often the time associated with jobs is part billed, so I've used a check box in the Timesheet portal to filter which records should be added to the final invoice (which is in a separate table). So far, so good. I can build the invoice correctly by placing portals for the Purchases and Timesheet on the invoice layout. However, I need to be able to produce an invoice history for each job…

Hello. Can somebody help me? I'm trying to make a recipe file that calculate the price of a recipe. I have a table with the ingrediënts and there prices, i want to use. Is there any example-file i can use?

I have a peculiar issue I hope someone can shine some light on for me. On one of my layouts I have several portals showing related data. Whenever I make changes to the related data in the portal, the last modified timestamp and username I have displayed do not update. However updating non-portal data updates the user and modified timestamp properly. Any insight would be greatly appreciated.

I'm trying to make a solution with clairvoyance like the on from John Mark Osborne, it just doesn't work, i have attached the file i made if someone could tell me what i'm doing wrong. test.fp7.zip

Hello -- I'm trying to setup a layout where I have a portal showing all records of, say, "classes". In this portal I need to match the current record of the layout to the row's record. all_classes is a cartesian product of class: class::id x all_classes::id I defined a field in class called "__is_current" as If(id = all_classes::id; 1; 0) Problem is now that the rows only match the first class record, not the currently shown. Example: Viewing class id 1, the portals reads: all_classes::id | id | __is_current 1 | 1 | Yes 2 | 1 | No 3 | 1 | No Viewing class id 2, the portal reads: all_classes::id | id | __i…

I have not seen a post that answers this, but direct me if this has already been answered. I have a line item portal on my invoice layout. extPrice has the following case statement in the definition: Case ( ProductCode= "ServAgr" ; ( CopiesAllowed * CPC) ; ProductCode= "ServAgrColor" ; ( CopiesAllowed Color * CPC Color) ; ( Quantity * Price ) * ( 1 - ( Discount / 100 ) )) When the first line item is either one of the two conditional items (servAgr or ServAgrColor), the calculation works AND all other line items will pull the correct price. It does not work, however, if one of these two conditional items are entered in on any other line except the first…

With our current software, users regularly enter customer numbers for invoices. If, however, they don't know the customer number, they can instead type in the first few letters of the customer's name and search through all the records that start that way, and then select the one they want. I'm wondering if this is at all possible in Filemaker with portals. Basically, the portal would link to the customer database, and a field above it would take in the name. Any customers who's name started with what the user types in shows up in the portal. For example: User types in: Ar Portal results: Ark Supplies Arol's Tool Depot Aroma Candles (these compan…

I have a main, sort of 'overview' form with a number of portals to show the progress of jobs through a production cycle. I realise I need TO's of my Jobs table to filter the different portals but what is the best way to exclude records that have no date in a particular field? TIA

After following the threads and also receiving excellent help on this forum, I am one piece short and pulling my hair out - and I'm no spring chicken! I have 5 tables: Students, Assets, Transaction line items, transactions in, transactions out... The purpose is to allow students to checkout and return equipment and keep track of it. I may have done this wrong... but you can see the relationships. Everything seems to be working except (and this is where my thinking may be WAY OFF)... the checkin area. Is it wise to have two different tables - one for check outs and one for check ins? The checkout area works fine... I can enter a student ID and get the relate…

hello.. i have a second table occurrence of a 'contacts' table showing related contacts working at the same company. This is fine, but it's very rigid. For instance, contacts at "Widget Corp" and "Widget Corp, Inc." aren't showing that they're related. short of forcing every company to be spelled EXACTLY the same, what can i do to make this relationship 'bend' a little? the only 2 ways i can think of at the moment would be either: 1. adding a new 'tag' field.. and typing the common word ("widget") there. Then basing the relationship on that.. OR 2. somehow exploding each word in the Company string and doing an "OR" type of comparison.. somethin…

i've got a self join 'notes' table, containing a client's call history. Some of these note will have a follow up date attached to them. right now, when i (brian) log in, i see the last 5 notes left flagged with my name. I also have a global field to allow adjusting the date range ('show brian's notes scheduled over the next [5, 10, 30] days'). i'd LIKE to see only the notes that have a follow up date. Can't figure out what to add to the relationship. Thinking of creating a calc field that sets itself to "1" for notes with a follow up date and doing something with that, to filter out the non-important notes (the ones not requiring a follow up).. other sugge…

One of the interesting features of the Web Viewer is the ability to display almost anything you can throw at it. Attached is a simple demo file that shows how to do something similar with just one table and either a list or portal view to that table. It is a method for displaying data held in a Filemaker list (text field, global text field, or $$variable). The idea is that you make a set of records, in a table called Array. In it simplest form, there are only two fields. A number field "Index", going from 1 to N. And a calc field, Display, GetValue( $$array; Index). Now ANYTHING you put in global variable $$array will be displayed in the record list f…

I have an accounts portal which shows 'invoices' and 'credits' with summary fields below showing total credits, debits and the balance. My customer will get commission on these entries, but I also need to be account for cash sales but exclude them from the portal and summary fields or my commission figure is thrown out. Any ideas?

Hello, I have a portal that I am using for entering data on various contacts (which is stored in a CONTACTS table) that are associated with a particular piece of media (found in the MEDIA table). I have it setup so that the name of the contact auto-completes based on previous entries. However, it would save a lot of time if the other fields (address, phone number, etc.) would also auto-complete based on name selection. In other words, if I type in a name that already exists, the other fields that are associated with that contact will automatically populate. Is there way to do this with my current setup? Hopefully, I've provided enough information. If I have…

Hi, I have a portal that sum up all the orders a customer as made in my client's layout. I'd like to print a summary of that portal so I can see all the orders made so far but can't figure it out. How should I do ? Thanks

I have 12 portals on one layout (relating to ordering a range of products). When the manager orders one of the products listed on one of the rows of a portal, they press a button (script) to change the status of that item (order placed), and it disappears off the portal as a result. The trouble is, even after running the script, its only when you actually manually click off the portal, onto the background, that the portal updates. I cant find a command to do this - I tried including Go to Object in the script, but that didnt do it. Refresh window doesnt work either. Go to next portal row doesnt either.....

Hey guys, following tables: VendorContracts - Devices - SLA all with tables in between since multiple vendor contracts can be attached to devices and multiple devices are attached to 1 SLA. Now on the layout of SLA I have a portal which shows a list of the devices BUT i want it to show a list of all vendor contracts aswell. Is this possible with some kind of portal in portal setup? Thanks in advance for replying

These items just make me feel stupid... I created a database with three tables: assets, clients and transactions. I plan to use for clients to checkout equipment from me. I have created relationships between the tables. I have a Clients:ClientID matched to Transactions:TransClientID and Transactions:TransItemNumb to Asset:ItemNumber. I am trying to have a simple layout using the transactions table that will allow me to type in multiple item numbers (like an invoice) and have it return the item name. I can do this with a single item either in a portal or simple related fields, but I cannot figure out how to do so with multiple. Seems so simple! I am mi…

This is not really a problem, but more of hopeful outcome. I have portals setup in a list to display information about several different product series. Right now each portal displays the same amount of rows regardless if there is one record per product series or 100. What I was hoping that FileMaker can do (and I'm not holding my breath) is to dynamically adjust the number of rows in the portal to the amount of records per product series (1 row for 1 record, 10 rows for 10 records)

I am trying to create a database for my company, but I am not sure that can FileMaker pro 9 do this or not. Here is the scenario: We will get inquiries from customers everyday and we need to forward those inquiries to our suppliers (equipment makers) in order to get the net quotation, then we will send or print out our final quotation back to the customer after we add our profits to each item. Here are my procedures: 1.First, an inquiry has many types of equipments and each of them has many parts. We need to type in the equipments and the related parts for this inquiry. 2.Second, I need to select suppliers for this inquiry so that the selected supplier…

Is there a way to force a portal to move an exact number of portal rows when one clicks its scroll bar, so you avoid the first / last rows becoming partly concealed as you scroll up or down ?

Hello I have a layout which has 2 portals on it. The first portal is the child of the overall layout table and the second portal is the child of the first portal. The database record creation configuration is set to match this: the overall layout table has record creation ability in the first portal and the first portal has record creation ability in the second portal. The problem I am having is when I add a record the second portal, a record automatically gets inserted in in the first portal--its parent. However, this should not be happening since the child has no ability to create records in its parent. I can separate the portal tables on different layo…

I have designed a stock management and ordering database. Tables: Stock Orders Suppliers So an request-order gets created - new record, with name of stock item. Lets say vinegar. But there are two suppliers of vinegar - A and B. The staff entering the order randomly just selects one of them. When the manager comes to place all the orders, they go to a portal which shows all the items requested by staff, organised under by supplier. Now, I want to extend this. So that although the request was for vinegar/ supplier A, I want the portal somehow to also show supplier B, and the manager will then make a choice as to which vinegar to order. But I still wan…

I have a DB called Quotes. When I receive a quote from a supplier, I create a record and enter a Quote Number (unique), a Part Number, and the Quoted Price. Let's say I receive 4 quotes from several suppliers for the same part, each quote with a different price. I want to be able to take the 4 quotes for that part number, take the highest quoted price, and enter it in a Highest Price field in each of the four records. Likewise, I want to take the lowest quoted price and enter it into a Lowest Price field for each of the four records. I created a self-joined relationship based on the Part Number field, and created a portal. The record shows the part number, and th…

Hello. I'm in the process of designing a database that keeps track of inventory and clients. As inventory is tracked through the database, I thought it would be easy to add an estimate layout where I can create an invoice (so to speak) for a client. Essentially what I want is, once creating a new record, a portal which let's me choose the product or item id number and for the details to appear in the portal row (manufacturer, price, etc (all from the inventory table)) and to then advance to the next row so I can repeat the process over and essentially create a receipt. A similar method was discussed here for creating recipes, but that uses multiple tables. I would like t…

I have created a portal in a recipie file. The ingredient gets selected from a list, quantity gets put in etc. Its a self join relationship. So, I create a new recipie, and theres the new portal, with the first line available. I fill it in, but then then next record in the portal does not appear. I can duplicate that first line, but I cant get another line to appear automatically after the first line is filled in.

can i copy or duplicate an order in a portal; i have a portal on the order page which has a selection of items with prices and quantities etc. i want to duplicate the whole order in one shot for another customer. can that be done

I have a portal displaying many records. I want to create a filter so that only records contain a specific word to display. For example, my portal has a Description field. The user can specify a key word, such as "car", and the portal only show Description containing "car". I want to do this inside the portal without leaving the current layout.

Hi, Sorry if this has been covered before, but I'm currently stuck on this one issue. I have a portal displaying a list of cases, and if the user clicks on one of them it displays details of that case in the other half of the screen. What I'd like to do is allow the user to preform a search using any of the fields in the "details" half, and then display the found results in the portal. All of the cases are in the portal, so the search would just narrow them down. I tried scripting my way through it but I'm getting bogged down. Is what I'm describing possible? Thanks for the help!

Here is my relationship diagram of the section of the database I am having trouble with. Tables (and some relevent fields): Software Software ID Software Manufacturer Software Title Software Version Software Installation Software Installation ID Installation Date Various fields from Software table Building (from Computers table) Room (from Computers table) Computer Name (from Computers table) Computer ID (from Computers table) Computers Computer ID Computer Name Building (from Location table) Room (from Location table) Location (for Conditional Value Lists in Computers and another table) Building Room Relationship: Software ----< Sof…

Hi, I want to use a bunch portals on a layout to give me an overview from various tables such as future appointments, outstanding accounts, people to contact etc. However, I can't see how to do this as FileMaker always asks for a related table and all I need it a list of all records from various tables in date order. Any Ideas?

Is there a way to specify a specific Portal Row in a calculation in a way that is similar to specifying a specific repetition in a Repeating Field? For instance, if it were a repeating field and I wanted the 4th repetition, I would write "Field1[4]". If I want the data from Field1 in the fourth portal row, how would I do that? The actual context for this is that I am working with a very idiosyncratic website and I have to transform a lot of PDF files that have a lot of tables into web pages. (The reasons for doing such a dumb thing are too complicated to go into.) I have to have the normal content in plain text, but the tables have to be transformed into …

Greetings, all. I have two Portals on a layout. Portal A has multiple lines of data. The intention is for each record in portal A to be copied to records in Portal B. In actuality, my script (currently using mostly Set Field) would take data from, say, Line 1 of Portal A, transfer it to Line 1 of Portal B, return to Portal A and take data from Line 2, transferring it to Line 2 in Portal B. etc. etc. Suggestions, please?

Is it possible to have 3 different portals on the same layout? I have 3 departments each tracking their own time and materials. They do this with a unique relationship between the dept. and our main job ticketing database. I want to be able to evaluate all 3 departments at the end of a job. My though is that I would try an put each of their portals on one layout. Doable?

I havent even jumped into this yet but I have an idea id like to make happen. I have gone over a tutorial and i think i have a pretty good idea on how to put some of what i want to do together. Basically I'd like to create an inventory sheet much like the excel sheet our merchandise manager is using now. We are dealing with t-shirts, cds, stickers, etc. Basically what they have going on is: item qty started with (in) qty added qty given away qty discounted qty left with (out) qty sold item price total sales the excell sheet lists all these items and has everything on one page. I started an inventory file and started on a portal but co…

I have a table occurrence for customers-invoices which uses the following criteria: _kp_customers_id = _kf_customers_id zc_date_low <= order_date zc_date_high >= order_date When I change the dates, the portal records don't update based on the new filter critera. If I leave the layout and return; however, the records on the portal are correct. I am assuming that the criteria is working properly, there is just something that keeps the portal from updating after changing the criteria. What am I missing? Thanks.

I have a setup very similar to that referred to by Comment in 196128 - Child records displayed in a portal, details for the selected child record are displayed on the parent layout All works fine and the selected child record details are displayed on the parent layout when a script is run - Set Field[ContactsPortal::GContactID; ContactsPortal::ContactID]. The problem I have is that if a child field is edited outside the portal, when the script is run again the child record on the parent layout does not change unless I click somewhere on the parent layout either before or after running the script. How do I recreate this in a script, I have tried Refresh Wind…

I have a simple Filemaker Pro 8.5 database. It has students' data in one table and details about the classes they take in a second table. A portal lets me see the student's class records. I want those records to display in chronological order with the most recent class showing at the top of the page. When I set up the portal, I checked "Sort portal records" in the Portal Setup dialog box, specifying to sort in descending order by the field "Start Date." Unfortunately, the portals instead always show the classes taken in the order in which those records were entered and I can't make the records in the portal sort by the "Start Date" field. Was I wrong a…

I'm trying to create a database that will (in part) be used for employee timesheets and job creation/monitoring, and eventually for billing and beyond. Right now, I'm stuck on how to get the different job operations to show up in a portal so that the user can select from them, then assign employees and estimates for them. I had envisioned a new window to display the 50-odd ops that this company has, then update upon a submit button. Now, the op numbers are stored as a value list, and upon submission, the portal would just concatenate all the selections the user made. Anyone know any tips?

Is there any way to display portal fields in a <> text or a text field?

My portal does not show records created in the original table, But when creating records inside the portal they do are created in their related table. I want the portal to show records from the related table and keep updating as more records are created in their related portal. I thought that that would be simple but aparentely and i dont know what i am doin wrong.

Hi, I'm trying to get a dynamic portal sort to work and it just won't. I've got a global field in table A and a calc field in the table B. THe global holds the name of the field I want to sort on. The calc is a case statement that calcs the field on which to be storted based on the contents of the global field. I've made sure that all the case statements result in text. THe portal is sorted on the calc field. I have buttons set up outside the portal that set the global field using the Set Field script step. But the portal is just not sorting right. It will change the calc field all the time, but it won't sort by it. WHy is that? If I go in and manually change the so…

I have a portal and I like to have Tabs inside the portal. It seems that the Tab can not be inside a portal on every portal row. Is their any workaround?

Hi I am trying to create a portal which displays the current found set of records with an alphabetical sub-title (see attached example file). So far I have managed to get the portal working via a relationship to display the current found and have added an additional 26 records to act as alphabetical sub-titles. However I only want the relevant sub-titles displayed when their are corresponding records. I'm sure this could be created via a series of calculation key fields and relationships but have not managed to achieve it yet. Any thought on a simple and elegant solution would be most appreciated. portal_list.zip

I have a portal of Contacts that displays as intended on a Company layout. However I want to be able to display checkbox options as a matrix across the portal so for each row the checkboxes are displayed without text - the text for each checkbox is used as a column heading on the layout outside the portal. Can this be done & if so how. Thanks

Phone Table contains Extension, Type (Phone or Fax) and Availability fields. I originally input data by Extension (primary key); however, on a related form, I want to filter the portal by Availability, sorting by Type. The portal works with the exception of the Sort Portal Records option. The records are still sorted by Extension. I tried sorting the underlying Phone table, but that did not affect the order of the portal. Is there a condition that causes a portal to ignore the sort specifications?

I have 5 tables, all related 1 to 1. I want to display a conditional Value List for Practice Groups filtered by Dept category. If I use an Edit box for the Practice Group, it works. However, the attorney may be a member of more than 1 Practice Group. As soon as I use a Portal (instead of an Edit box), the Value List no longer displays for New records. Records that already have a Practice Group(s) assigned display (and can change) the Value List correctly. I have attached a sample with junk data. What am I doing wrong? Thank you in advance. ConditionalValues2.zip

Hello I have not been able to make the 'go to portal record (last)' command work with the web version of Filemaker. The script that is executing this command is executing from within the portal and I am preceding this command with a 'go to object' command, which references the portal I am referring to. It always ends up at the first record in the portal. Any ideas? Joe

My table includes a category field. The records are sorted by category. When I display the records in a Portal, I want to display only the first occurrence of a category. Is there a way to hide a field if it is the same as in the previous record? Records may be deleted from the portal, which could change which record needs to display the category. Is there a (better) way to do this? Thank you.

I am trying to get a portal to display the label from the related table(s) and it keeps displaying the value/pk. The drop down select box to pick the record shows the correct label, but once selected it displays as the value. I've attached a screen shot that I hope may help see what I'm trying to accomplish. Any input would be greatly appreciated.

I hope this is the right place to post this ... Field A calculates a value based upon a related file. It will not update unless I click on the field and then, only for that record. Field B is a summary field totaling field A. It will not update even when field A's value changes as above. If I do something like redefine field B, then it updates, but not by changing field A values. Any help will be greatly appreciated. Thanks.

Hello again peepz, Please refer to the attached files for a visual idea of what I am trying to do. Basically when I click a row in the portal located on the right top half, it should display the details of the records on the right bottom half. However, I cant seem to find a way to do that. Could you guys tell me how to do that? I believe it has something to do with the relationships between the contractor and refurbishment tables but I don't know how to sort it out. Regards, Farah K.

Hello Everyone, I am in the process of creating a database for a Tradeshow that we host and I am having a problem with creating a report that contains totals from 2 different portals on one layout. I have searched for an answer in the forums but being self taught I am still confused. I believe a have to create a self-join? but have no idea how or what tables to use, etc. Right now, I have a parent table (main) that contains all contact information. I then have a portal for booth space sales and a second portal for all other sales. Since we do the show once a year, there is a year field and for all the sales, it is linked to another FM database for pricing and items s…

I have a Form layout showing records from an employee table. The form contains multiple tabs. A portal from a related table is defined on each tab. Ex: One portal displays all phones/faxes/cells assigned to the related employee. If New employee, a script writes 54 Tasks (each a record in a Tasks table, related by login) and displays in a portal on a Tasks tab. The Tasks portal contains Status field (selected from a value list). So far so good. I have created 2 buttons above the portal: Show All and Show Open. I want the Show Open to omit any Completed tasks in the portal ONLY for the current record (employee). Instead it is omitting the records (employees) f…

I have 2 portals on a layout, the left side is a portal showing all jobs to my attention. What I want to do in the right hand portal is show the details of the record I have selected in the left. Does anyone know how to do this?

Dear peepz, I have designed a layout where the portal shall display some fields of the records related to the primary record. The portal occupy the upper half. The bottom half contains textbox, etc which is the basically the more detail field content of the records display in the portal. What I intend to do is that, when I click on the row in the portal, all data related to the row will be displayed in the bottom half. This will allow editorial amendments. Can someone tell me how do I do that? Regards, Farah K.

I always get the message: "Record cannot be modified in this window because it is already being modified in another window" Is there a way to go around this one? Any magic fix? Cheers Greg

Is there any way to insert a new record into a portal without either leaving the layout you are on or opening a new window with the portal table in it and inserting the record? I want to be able to insert the portal record, but do not want to interupt the user in data entry. Joe

I have a Data base with people in it. It is filemakers contact management data base. I added a table for adding kids with there DOB, and so on. With a portal I display on the main table the Kids and there ages. Is there a way to display the portal on a list layout, I would like for it to display horizontal with the Kids name First name only. If you have seen the data file it is the second tab to the list view. Thanks in advance.

I am creating a database to keep track of three different things, I am not sure how to best set them up. Trucks Drivers Trailers I have developed a data file for each and after I have created them I feel there would be a better way So I am going back and creating tables for each. Now the question, I would like to create portals to assign the truck a driver and trailer. I need to be able to unasign the driver from the truck and trailer visa versa. Basically I need to keep track who is driving which truck and trailer it could be different each month. I do not know which way would be the best to set this up. I am trying to avoid red…