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Portals

Portals, how when and where.

  1. Started by Jonathan Smith,

    hello, I am attempting to prioritize rows in a portal. I have tried having a field that is a drop down with the values 1-5, but the fields stay the same, regardless of what data i pull from related tables. has anyone else had experience in prioritizing related information in portals?

    • 11 replies
    • 1.6k views
  2. Started by Daniel Shanahan,

    I am working through Excelisys' Hierarchical Portals (http://www.excelisys.com/services/fmp7/tips_tricks.htm). The MainID is a vital part of the ParentPathID. However, when I read the accompanying white paper, I can't figure it out. Has anyone used this hierarchy before? Can anyone help me figure out how to append the MainID into the ParentPathID? Excelisys_Hierarchy.pdf My_Hierarchy.pdf

    • 1 reply
    • 1.2k views
  3. I would like to thank everyone ahead of time for the help they give on this forum. If you could help me out, it would be appreciated. I have 3 tables: Location, Bid Items, and Location Estimate. In Locations, I want the address of the work, and some random comments. In Bid Items, I have 3 different bid items for three different types of work with their respective prices, unit of measurement, and specific codes. Now the tricky part: I have a Location Estimate table where I want to mingle all of them. I want to be able to on the top of the screen pull up a location by a pull-down screen, then on another pull-down field pick a bid item. Once the …

    • 1 reply
    • 968 views
  4. I would like to reorder the records that appear in a portal. Can this be done using the small black up and down arrows that appear in a sort dialog box? Or in the scriptmaker dialog box? Basically it's a click and drag the record to the row number you want it to be. Click row 5 and drag it to row 1 and then it becomes row 1.

    • 1 reply
    • 1.1k views
  5. Started by Totes,

    Hi, Been struggling with this for a few hours now. I have a portal on my layout and one field is a Yes / No field, at some point I need the user to be able to change the yes/no field in the portal to a “Yes” answer in all the portal rows which show up for that record.. I have tried the setfield script but it only changes the first portal row field to “Yes” Is there a way to change the yes/no field in all the portal rows for a particular record at one time. Thanks, James

    • 5 replies
    • 1.6k views
  6. I would like to show a summary from one file in a portal of another, and can't seem too... File 1 - [color:red]Orders shows each order as a single record; File 2 - [color:red]Items if you order 5 red widgets and 3 blue widgets, each widget is an individual record in Items ie a total of 8 records. [it needs to be that way for other functions] In this example, I want a portal in Orders to show the two related records with the quantity [summary] of 5 and 3 respectively; I can get the summary field working in the Items file with a self relationship but can't get that field to show correctly in Orders. It may not be relevent but the records in Items are no…

    • 0 replies
    • 711 views
  7. Started by dimension,

    ...Is there a way of using a portal instead of the traditional columnar list to display records (all records of a single table) on a layout? Frank.

    • 9 replies
    • 1.6k views
  8. Started by FM-Monster,

    I want to be able to "put" word documents in my database (in browse mode, for the user) and be able to open, edit, save and create them inside the database. So when I click on a document in FM it will open in Microsoft Word and I can edit it and then save and close it and it will be saved in FM. I've tried to use the container fields and it doesn't seem to work very well. Eventually I will have a portal to another table that will have all of the documents that apply to a certain customer. Is there a plugin that I could use? I would like to just have to backup my FM DB and it will back up all of the word documents. To take it even further I want to take…

    • 0 replies
    • 1.1k views
  9. Started by Lizzy,

    Hiya... I'm working on an Event's database, that incorporates attendees info, events and the people who organize events. Event teams tend to be fairly static with people repeating roles regularly. As they are an Event team member, they also show up in the attendees table, as they've attended an Event. I'm wanting to display events that individual attendees have been involved with, and the specific role they played... ie, Jane Smith 'ORGANISED' 'EventID' 001 & 'ASSISTED' 'EventID' 002, on the Attendees / Contacts layout. So far I can display through a portal Event Team data, but I want data that specifically and only relates to the individual. …

    • 0 replies
    • 887 views
  10. Started by bluearrow,

    Hi, In a clients table I have: - PORTAL1: A contact portal. - PORTAL2: An address portal that shows addresses for the selected contact. A button in PORTAL1 sets a global field and allows the user to show related addresses for that contact. The problem is when the user moves from one client record to another client record. Because the global remains, the user sees the wrong PORTAL2 information in every client record. I have scripted the navigation, so I have he option to empty the global field every time the user moves from one record to another. However, I just do not like this solution. Once the navigation gets complex, I am sure I will get lo…

    • 4 replies
    • 949 views
  11. Started by csharpmin,

    I'm working on a database solution for my babysitting business. Things are coming along nicely, but I'm having a problem showing data in a portal. The portal is based on the table occurence Job_SitterAvailability. The portal should show what sitters are available for a given job. The 2 tables have 2 joins: JobDate=AvailableDate (which shows what sitters are a availble for a job based on date) and YoungestChild_n > ChildOlderThan_n (which limits the available sitters based on the youngest age child they are willing to sit for versus the age of the client's youngest child.) Job_SitterAvailability portal works fine with just the date match, the child portion makes th…

    • 3 replies
    • 943 views
  12. Started by Derry,

    I have selected a record in a portal. Now I want to go to another layout in which I have set up all the editable fields I want the user to be able to access (these are not portal fields). Programatically, I would like to say, go to such-and-such a layout and display the record whose (say) companyID field = $$ID. This seems like such a basic request, I'm almost ashamed to ask for help. I'm an experienced programmer, but I'm still wet behind the ears in Filemaker.

    • 4 replies
    • 1.1k views
  13. Hi Everyone, This might belong in the scripting section but since it is all about portals I thought I would start here. Attached is a work in progress for me. If anyone wants to look and help me out I would appreciate it. I am up against a deadline and can't afford to much more time for on the job training. The account name is Admin, there is no password set. The open script should take you to the layout and fields in question. If you look at the "embroidery layout" you will see two portals on the far right side. One portal displays default coloring information taken from the related EMB Designs table, the other portal displays self joined "historica…

    • 2 replies
    • 885 views
  14. Started by dharkin,

    Hello, I would like to give a user the choice to delete a specific portal row (not first, last, next etc.) Is there a calculation that I can use to do this? Thanks in Advance

    • 5 replies
    • 1.3k views
  15. Hello everybody, I have a situation where I have created a layout that would act as a dialog box to select values from. My plan is to have a portal that would display Attendance records. When a new record is created, to get the value of what type of Absence this is, the small layout would appear next to the object in the portal that the script is linked to. I have the object named and am using GetLayoutObjectAttributes to get the exact pixel location of where the box should appear, right next to the object. This works, but only on the first portal, because that would be the first named object. My question is how would I distinguish what object it is. I…

    • 3 replies
    • 1.2k views
  16. Started by xtrim,

    Hi, TableA (f1 , f2 ,f3 ,f4 ,f5) TableB (f1 , f2 ,f3 ,f4 ,f5) RelationshipA: TableA::f1=TableB::f1 AND TableA::f2=TableB::f2 AND TableA::f3=TableB::f3 through a portal on a TableB layouy I am trying to get how many instances there are of X (or any other kind of aggregate function). X is a value of,lets say, TableA::f1 I need for each X in TableA::f1, its number of instances in the portal. Basically with sub-summary report you can get these results because of the use of grouped data. But I need to export these numbers, so the sub-summary report is useless to me. I found a way with exporting and then importing back…

    • 13 replies
    • 2.5k views
  17. Hallo, As titled: In my portals, the values lists of the related fields, which are perfectly working in there original files as non-related fields, dont work anymore. Or they at least dont pop up anymore. Ralf from Kampala ???

    • 1 reply
    • 838 views
  18. I'm trying to avoid the above scenario, where I in a selfjoin portal use the recordID to point in a List( of related ID's in 3 tables, and use it to pluck values to each line from the 3 related tables, take a look at the graph above! I thought I could use Fabrice Nordman's CF: http://www.briandunning.com/cf/684 To change the portals to the left, if where putting the two others to the left of one with a scrollbar ...but allthough it's a cool CF will it only tell you a relative position in the portal if you're typing something in it, or you're under script control that in forces a calculation thru by entering the cursor in the field which should have acted as…

  19. Started by pcline,

    OK, I go through the process of creating a portal with the appropriate fields, etc. It shows up on the layout (layout mode of course) and there's the portal and it's fields. Switch to brows mode and the fields disappear. Switch back to layout mode and find that the fields are now behind the portal and I cannot bring them in front of the portal. One portal that I made the other day had this issue. Today I opened the database and I could enter data in the fields! But I wanted to move the portal and so I did, fields and all. Switch to brows mode, and find that the fields are behind the portal again! How do I get the portal fields to stay in front of the portal? Tha…

    • 7 replies
    • 1.1k views
  20. Started by Macaddict,

    I have a related field within a portal on a report page that I only want to show if the "sort by" field in the Leading Sub-Summary has a certain value. The Leading Sub-Summary is a "Products" field. When that field is "ProductA", I want the related first and last name fields for the clients who own that product to show in the portal. When that field is "Other", I want the related client first and last name fields AND the "othersDiscussed" field to show in the portal. How can I get the "othersDiscussed" field to only show up when the Product field is "Other"? Thank you for your help, Nancy

  21. Hiya, I'm a FMP newbie, so please excuse me if this is posted somewhere and I missed it, or if i don't explain well what i'm struggling with, etc. I have a one to many relationship database wherein i have many records with totals in them. The parent table is just so i can have a summary of each of the schools with their respective totals. So in order for the portal relationship to work, all the records in the child database have the same child key. What I want to do is to be able to use the parent database with the portal, click on the portal entry i want and be taken to THAT record within the database. I only know the basics of scripting. The problem as …

    • 2 replies
    • 890 views
  22. Hi everyone, I thought I had this nailed but it is not working as expeceted. Here is the scenario: I have run out of screen real estate in one layout. because of this I want to script a button that opens a new small window with a portal(s)at displays the infomation I need. In this case 2 portals...One is for default colorization, the other historical colorization. Then I want to be able to set the information from any row in the window portal to the portal row being worked in the current "main" layout. Basically I need to set field: PORTAL A Row XX on layout 2 to PORTAL B row XX on layout 1 Is this possible? I have no problem …

    • 2 replies
    • 779 views
  23. Hi there! I'm working on a very extended catalogue(about 700 pages). This catalogue is being designed in quarkXpress. It is about music cds and dvds. In its final form(in a quark page) there should be appearing these items: Artist name Title Barcode Catalogue number Price range and of course the tracks. The tracks should be appearing in a specific form: Mister Sandman / The Poor People Of Paris (Jean's Song) / Boo Boo Stick Beat / Alley Cat / Travelin' / Yakety Axe / Yesterday / Blue Angel / Theme From "Zorba The Greek" / Snowbird / Steeplechase Lane / Jerry's Breakdown / Black Mountain Rag / Fiddlin' Around / Somewhere My Love (Lara's Theme …

  24. Started by SteeRod,

    Hi, I have a Project DB wich includ related phase to the project, I'm abel to do a sub-summury report of all the material I need for each phase for a project. But what I want to do is to view the sub-summury of the material in a portal. Now in my portal I see all the dupplicate record of material. Is it possible to show just the sub-summurry and not all the record of the table. Can somebody help me on this?? Thank Steeve

    • 1 reply
    • 945 views
  25. Started by H.P.,

    Hi all, I tried to put a portal in a portal but it doesn't work well. It only displays one single item in the second portal. Does anyone know if portal in a portal is supported in Filemaker? Thanks, Ha Pham.

    • 7 replies
    • 1.7k views
  26. Started by csharpmin,

    I'm working on a database for my babysitting company. In this example, there are three tables. Client, Job, ClientsChildren. I want a portal listing ClientsChildren for the Job. That's easy enough. But I want to be able to remove ClientChildren from the job with a script, without removing the ClientChildren from the client. So far if I delete row from a ClientChildren portal in the job layout, it removes the child completely from the database. A real life example: The Johnson's have three kids: Jimmy, Timmy, and baby Claire. For this hypothetical job, the sitter will sit for Jimmy and Timmy, but the Johnson parents will keep baby Claire with them. In the j…

    • 2 replies
    • 873 views
  27. Started by Pat,

    I’m doing something wrong because my portal information went away after I changed a field to a calculation. Here is my set up: Table A layout: a global field with a popup menu of values from Table D (shows the number of disease categories currently in Table D) Table B: a calculation field as a text result that gives the same value as one of the possibilities in the popup menu based on a foreign key from Table D. Table B is a list of diseases, each assigned a disease category based on the foreign ID of the disease category chosen. The calculation is based on a relationship defined by the disease category ID, that uses the disease category name matching the ID. …

    • 1 reply
    • 698 views
  28. Started by archipelaga,

    I have a very basic question re: portals. I have a database that holds contact info. We are now trying to add donor info in the easiest way possible. i have created a donor table to do this, but dont know how to create a primary id to relate the tables. i think that this would qualify as a one to many relationship because for each donor they have given multiple donations over the year. but i have no idea what to do with this info in terms of setting up a relationship. also i have created a portal on our main database contact form, so we can see how much each person has given for each of our fundraisers. i wanted to know how create a report from this so that we…

  29. Started by seraph_nyc,

    Hi all I am trying to find a way to create top ten lists with either self joins or multi-key relationships. Basically I have a list of questions and I want to see the top ten responses for each.

    • 14 replies
    • 1.6k views
  30. Started by eric46,

    Hi, First post - here goes, I have a database where i add notes for appointments, what i would like is when i create a new appointment which is linked to a client, go to the notes section and add new notes for that appointment but to also have maybe a portal?? showing all notes from previous appointments (maybe even when you click on a portal row, the notes fields displays that record). many thanks in advance. Eric.

    • 2 replies
    • 871 views
  31. Started by ulna,

    Hi all I have a order table & a order_row table. In the order layout I have a tabbed interface with 4 tabs. Articles are added to the order_row table via a portal in the second tab. The information in the order_row tab are huge on each article added, so I can only show one article at a time, to see next article I have to scroll down in the portal. This makes it difficuld to get "the big picture" since I can't see all the articles. So, I made a second portal to order_row beside the tabs and only show the articlenumber for each article on the order. That way I get a good overview of all the articles. Problem: Is there a way for me to click the articlenumber in…

    • 9 replies
    • 1.8k views
  32. Started by Jim Turner,

    Hi All I am having trouble with portals when using my database via a web browser. At the moment I have a database with a layout that has two portals both related to a second database using the same relationship. One portal has 10 or more rows shows a small thumbnail image from the related record. The second Portal has only one row (quite large) showing a larger (though same) image from the related record. I have used this script: Set field [database name:Field name;Get (portalRowNumber)] Go to object [Object name:"large portal name"] Go to Portal Row [database name::Field name and I have applied it to a button within the smaller portal wit…

    • 0 replies
    • 837 views
  33. Started by edmonton,

    I have 3 tables Client, GLCodes and ClientGLCodes. One Client can have many GLCodes and one GLCode can be assigned to many Clients. Hence ClientGLCodes table is created. On the Client Layout, I have a portal for ClientGLCodes where the Rate for the GLCodes can be updated for every client. So the ClientGLCodes portal on Client Layout has the following fields- Master Rate (Comes from GLCodes table), Client Rate, Rate Modified Date. Only the Client Rate can be modified here. Modified Date is defined as "TimeStamp" field in the table definition. The problem is that whenever a rate is modified, the Modified Date gets changed only after the user clicks out of the portal. …

  34. Started by oakbridge,

    I've inherited a layout that has multiple portals. In the second portal, I'm trying to let the user jump to the portal record in the related table but when they get there, they cannot make any changes because the record is "being modified in a different window". I thought I could add a 'commit' in the script that executes the jump to the related table, but once the commit step is executed, the portal becomes inactive and the 'Goto Related Record' step doesn't execute correctly. So then I thought that I could capture the portal row number and just go back to that row after the commit is executed. But because the portal is no longer active, it's not working eithe…

    • 3 replies
    • 875 views
  35. Started by David Jondreau,

    I have a portal showing records from a table one step away. I've placed a button entirely inside the portal row, and set it to run the script step Go To Related Record. GTRR is set to Get related record from the same table the portal is displaying, and set to Show only related record, match current record only. This script step brings me to the correct layout, but showing all the records in the portal, not just that one. Is this expected behavior? Is there a way to just get that one related record from the active portal row? Thanks DJ

  36. Started by Jarvis,

    I have a database that keeps track of the tasks that need to happen in my cabinetshop. Each time a task is noted, a record is created with information about the task. These tasks are prioritized with the values 1 thru 10. I would like to view these top ten priorities via a portal on another layout. As the priorities are re-arranged, I would like to see the portal information reflect the changes. I can sort the records according to priority & I can perform a find to include only records with a priority between 1 and 10 but I have not been able to make only this found set show up in the portal. I have tried a single portal with 10 rows and I…

    • 5 replies
    • 1.2k views
  37. Started by Baylah,

    <> Should I list my solution for others who might have the same question? Hello all, I have never had the need to try this technique so I don't know if it is possible, but I am hoping it is. I tried searching the archives but did not find anything that specifically addressed this question. Is it possible to set the contents of one portal to another portal where the relationship in that portal "allows for the creation" of records? I can get it to work for the first row in the portal, but not the next one down that does "not yet exist." Thanks if anyone can help. Steve

    • 0 replies
    • 736 views
  38. Started by jeffmcg,

    When I create scroll bar in my portal it is invisible. The scroll works but i just cant see the scroll bar. the portal tool makes room for the scroll bar, and the portal looks different when show a vertical scroll is selected, but invisible. Anyone seen this?

    • 4 replies
    • 1.2k views
  39. Started by garrys,

    Hi, I spent so much time trying to accomplish this in a portal but I can't get it right. I would like to present an "on-screen" customer account as below: I have a customer file & transaction file and they are related via custid. Custid: 1234 Customer: ABC Company Reference.....Debit......Credit.....Balance --------------------------------------------- C/F......................................50 Invoice1....................100.........150 Invoice2....................200.........350 Pay1............100.....................250 Interest.....................10.........260 Any help would be highly appreciated. Regards, Garry

    • 2 replies
    • 1.1k views
  40. Started by durian,

    I've looked around a bit and not found what I'm looking for, so here goes... For each Contact record I can have several phone numbers. The Phones are in their own related table and shown in a portal window on the Contact layout. What I want to do is allow one and only one of the Phone numbers for each Contact to be marked as "Main", thus making it unique in that portal for that Contact record. If I were doing this in MySQL I'd index the combination of "Main" and "ID", making the combination unique, but I don't see how to do this in FMP. I tried working it by creating a new field that combined those two fields, but I can't make a calculation unique (or can…

    • 3 replies
    • 928 views
  41. Started by Phillip Anthony,

    Hello, Is it possible to enlarge a container image if this field is viewed via a portal? In my experience, portal fields are only large enough for alphnumeric characters which results in container images impossibly small. I would like to be able to adjust an image to about 1-inch in height and also be associated with the portal fields to which it is associated. Or perhaps there is a way to script a larger version of the associated image in the parent file? At the moment, the image has been inserted into the container field, but is too small to be of any use. To be clear, I sell a line of greeting cards and I want to be able to view the actual card…

  42. I am using 8.5 adv and I am trying to fill a field in my Assignments TO from a related Position TO. I am filtering the portal by programs. I have a dozen programs and almost a thousand positions all total. The filter is working. When I select a program from the filtered global field it enters that program key in the foreign match key of the assignments TO. It also filters the positions for the selected program in the portal of the Position TO. In the portal I have a button with an "Assign" script which is supposed to simply take a value from the selected row and enter it in a foreign match key field in the Assignments TO. But the Assign script is not working. It is: …

    • 0 replies
    • 902 views
  43. Started by moonunit,

    I've been working (for some time!) on creating a personal accounts solution and I'm currently into my second revision. One table is given over to Petty Cash transactions. Petty cash has been isolated from two other transaction tables in order to produce two separate results. 1) Sending some detail along with other summarised info, via scripting, to another table. [Currently successful.] 2) Producing a monthly statement for printing, inclusive of running totals, brought forward and carry forward totals - and this is where the problem is. I have been able to create a working report from within the Petty Cash table utilising a sub-summary part and breaking …

    • 2 replies
    • 893 views
  44. Started by csharpmin,

    I'm working on a database for my babysitting business. Right now, I'm trying to create a portal in the Jobs page that shows what sitters are available for the given job time and date. I have successfully created a portal that shows available sitters but it uses a script to work. I'd like the portal to automatically populate availible sitters for the selected job using time and date criteria. Can anyone help? I've included the work-in-progress database. It has little formatting, and I have yet to include some of the more basic fields needed for full functionality. (Client addresses, etc.) Thanks in advance for any help or pointers. Sitters_5.zip

    • 0 replies
    • 1k views
  45. Started by Kicker3,

    I have searched all omit portal row's in this forum, but none of them work for what I'm trying to do, I need help. I want to omit the portal row in the Purchase protal if it has been "Sold" I have been working on this for a long time & I can't fugure it out. Stocks__Copy.zip

    • 11 replies
    • 1.8k views
  46. Started by Jimjmn,

    I am wanting to place a portal on my layout that contains data from the records that are created and stored in the same layout and table. What type of relationship do I need to make?

    • 14 replies
    • 1.8k views
  47. Started by EZ,

    Hi Folks, I have a contacts/events managment database. I have a layout for event information on which I have a portal that displays event materials - in this case files. I created a script to add files to this portal but all of a sudden it's not working. What happens is: 1) The script doesn't work if the portal is empty (i.e. a new event record) 2) It overwrites the last file added Here's the script: Set Variable [$eventid; Value: Events: Event_ID] Go to Field [Event_Materials::Title] Go to PortalRow [select;Last] SetField [Event_Materials::Title;1] SetField [Event_Materials::Title;""] SetField [Event_Materials::For_ID;$eventid] Instert F…

  48. hello. i have a database similar to an invoice system. 3 tables: (1) Invoice w/UID (2) Products w/UID (3) Line Items w/UID I have the line item table linked to the Invoice table via InvoiceID. I put a line item portal in my invoice layout. And I have both "Allow creation of records..." and "Delete Records..." checked on the line items side. But if I make a mistake and clear a row in the line item portal on my invoice layout and re-enter a product, the Line Item record is not deleted. This is a problem for me, because I have a separate PRINT INVOICE layout which shows blank rows for Line Items which I thought i cleared (and deleted.) How can I dele…

    • 12 replies
    • 1.7k views
  49. Started by DrMonkey,

    I have two layouts. 1st - Has a portal for rows 1-17 2nd - Has a portal for rows 18-50 1st also has a grand total field for rows 1-50. The grand total works fine. But how do I get a subtotal on the 1st layout for rows 1-17 only?

    • 3 replies
    • 2.6k views
  50. Started by K1200,

    Find via Tabbed Portals ... need a simpler method. The sample file below shows a very basic version of a technique I've been using to enable the user to specify three different groups of results and have them available as tab-selected portals. It has worked just fine up until now. The problem is that I now want to expand the layout to support up to 12 portals. Before I launch into a brute-force expansion, I was wondering if there might be a simpler technique that wouldn't require a dozen table occurrences and global fields ... or should I just stick with what works? Thanks in advance for any advice. TabFind.fp7.ZIP

    • 3 replies
    • 883 views
  51. Started by T Howard,

    I have a portal on my Purchase Order layout that shows all payments based upon the purchase order number on the main layout. The payment history table and the PO table are linked by the PO #. I created a summary that shows the PO total less payments = balance. The problem is the payments total that is a summary field in the payments table won't update when the PO number is changed unless you click in the field and then out of it. Please help.

    • 4 replies
    • 914 views
  52. Started by cknight,

    I've got no problems with my portals but i have an asthetics question and mb someone has run into this? After i create the first record in the portal row Filemaker seems to automatically jump down and create a new row below and iam seeing the go to releated record arrow i created and some of the calculation fields show zeros etc even though i havent selected something on that row yet. Is this a bug? or is it something i just have to deal with if i want to use a portal.

  53. Started by Aban,

    Hello, I would like to view all records from a table in a small screen on a layout while entering a new record in the same table. I tried to use a portal, but we can only display on a portal, information from an other table but not from the table the layout is based. Any help is appreciated Thanks

    • 2 replies
    • 956 views
  54. Started by aapl,

    I am looking for a way to schedule appointments and view them graphically, for example something like this: How is something like this set up? Are these grids Portals? Any feedback or suggestions would be great, thank you.

  55. Hello, I'm trying create a script that will let me print all Work Orders that are related to a single Job ID, but I just can't seem to wrap my head around it. Right now we have have to click a button in the portal line to go to an individual Work Order. From there we can print just that current Work Order. Any ideas or scripts to do this?

    • 6 replies
    • 1.3k views
  56. Started by odedd,

    Hello. I've been struggling with this for days, reading everything I can but still not being able to pull this off. :qwery: I'm creating a simple (or so I think) music collection database. I have the following tables: Songs - A list of all songs Artists - A list of all artists Albums - A list of all albums AlbumTracks - A table containing a SongID, ArtistID and AlbumID (since the same song may occur on several albums, and be performed by different artists). What I'm looking to do is to filter a portal of records in AlbumTracks based on a search string that could be a part of the song name (stored in Songs), the artist name (stored in Artists) or…

    • 3 replies
    • 1k views
  57. Started by agility,

    The FileMaker Knowledge Base says this: In order to delete a record represented by a portal row (a related record), check the 'Allow deletion of portal records' check box in the Portal Setup dialog window. Select the row by clicking it and choose Delete Record from the Mode menu. The dialog will read, 'Permanently delete this one related record?' Clicking Delete will delete only that related record. I have allowed deletion of portal records, and when I select a row and hit Delete it says "Permanently delete this one related record?" and when I click Delete, it deletes the entire record, not the portal record. I have another database that has a portal in it a…

    • 3 replies
    • 1.3k views
  58. Started by Fred in Thailand,

    Is it possible to number seguentialy the rows in a portal? Let's say you have a portal with 10 rows. Can FM number those rows automaticaly 1 Thru 10? Thanks

  59. Started by tomp,

    I have a layout with multiple portals. I allow the user to delete portal rows in one of the portals through a script. The other portals do not have the 'allow deletion of portal records' box checked. When the user clicks the 'delete item' button, a script executes the 'delete portal row' script step. This step will delete the selected portal row no matter which portal has been selected. This can create havoc in the database. How can I be sure the user has selected the correct portal before I execute the 'delete portal row' step? I use a custom dialog box to ask the user to verify the desire to delete, but they may discover that they can delete anythin…

    • 4 replies
    • 1.1k views
  60. Started by hondacur,

    I'm am trying to find a subtotal from 2-tabbed portals. My SubTotal/Total/Tax/Discount/Shipping fields are in the Transactions table. TransactionDetails_Parts (related to Parts table)and TransactionDetails_Labor (related to Labor table)are related to Transactions by TransactionID. Each tab has a Part/Labor (respectively) portal for line items. Each line items totals properly in the ExtPrice Fields. I need to find the SubTotal for all ExtPrice Fields (parts/labor)to finish up the Transactions layout.

    • 3 replies
    • 1.2k views
  61. Started by RobinReumers,

    Hi, I hope I'm posting this in the right category. At the moment we're having a module Mail/fax to send an email, when you send an email however, it goes to your email client and send it through there, is there maybe (plugin / script) that can do this automatically with the right SMTP settings? I hope someone can help me with that. Thanks. Robin

  62. I have been using a portal for a number of years now and all has worked well. The portal brings in records based on a match between two files on the "ParticipantID" field. I have added a second match field and setup a new relationship with the "ParticipantID" as the primary match and "AcademicYear" as a secondary match. The match fields are of the same type. This relationship brings the correct number of records into the same portal but repeats the data from the first portal record in each of the subsequent. portal records. Any thoughts regarding this problem will be much appreciated............Ray

  63. Started by kenseye,

    I'm displaying an Examinations portal in a patient record and want to display only post-op examinations and not all examinations for that patient. Is this possible... ie showing only a select group of records from all of the patient's exam records within the portal?

    • 9 replies
    • 1.6k views
  64. Started by trevc,

    Have a table structure sumthing like this: [People] –(#1)---<[MeetingFees]>--(#2)----[Meetings] Where #1 relationship based on: peopleID = fidPeopleID and #2 based on fidMeeting = MeetingID I want a Portal from People that has the ability to control what’s viewed in it based on Year AND Quarter of the Meeting (i.e. show all Meeting Fees in Q3 of 2007) I immediately thought to create a relationship based on a calculated fidPeopleID in MeetingFees (i.e. If meeting year = requested year then fidPeopleIDCalculated = fidPeopleID) … but that goes down the path of globals and calculated fields that you just can’t do relationships on.) The r…

    • 13 replies
    • 2k views
  65. Started by enki,

    Hello everyone, I have a Parent table- P, Child table- C, GrandChild table- GC, and GreatGrandChild table- GGC. [Each uses its letter as a pk so Parents key is P_pk] I am a novice from MSAccess and am trying to figure out how to generate a GGC, based on a specific GC, from a specific C from a specific Parent(p). I have a layout for the P from which i can create a child in C. My question is -Do i need to create a new layout so i can see/create a GGC from the Parent layout? and if so does it neccessarily involve global fields(which i don't understand)? From a parent table i can create one child in C(lets call him charlie), but i don't know how to selec…

    • 0 replies
    • 1k views
  66. Started by tjklein,

    I'm trying to create a database to track customer repairs for my company. So far I have created a customers table (similiar to a contacts style), and a defectives table (for each defective item). What I would like to do is to have the defective items for each customer to be displayed in a portal below the contact information (which I somewhat have worked out). I'm using a unique customer number to link in the defective items for that customer. The problem is that I would like to be able to click on one of the items in the portal of defectives and then have that link to the actual item on the defectives table. How would this be possible? Sorry if this is obv…

    • 2 replies
    • 958 views
  67. Started by cmb917,

    I'm sure this is a straightforward request, but I'm unable to find any post that addresses this requirement. I've created a standalone runtime solution that is accessed via CD-ROM. The solution has portal that filters a result set based upon several criteria selected by the user. I've set up a button beneath the portal that prints "records being browsed". Requirement: I'd like for the end-user to be able to print only the output of their filtered criteria. What I get is 6 blank pages and 2 pages with half the screen printed. I appreciate any help within this regard.

    • 2 replies
    • 785 views
  68. Started by edmonton,

    Hi I have a portal refresh problem. I unchecked :Reset Scrollbar when exiting record option. I also enter new records in the portal fields. Since the portal row changes while adding a new row, before adding, I save that portal row number in a globa field. In the End, I say "Go To Portal Row (global field), but it still goes to the first row. I need it to stay where it entered the row. Any help please... Thanx

    • 0 replies
    • 815 views
  69. Started by Cassetti,

    I have a layout that contains a filtered list of results. In this example, it is a quoter database. I have user preferences table that is related to one table instance of quotes to list items based on user filter settings (active quotes, closed quotes, and quote date range) My boss is being picky, and complained about not being able to use the arrow keys (shesh, make everyone happy by giving users the ability to use the scroll wheel, and the boss wants to use arrow keys!) Is there any way a user could use his keyboard to scroll a portal up and down?

    • 1 reply
    • 1.1k views
  70. Started by Kball1,

    I am new to FMP, but have done quite a bit of database design work in MS Access. In access I could create a "subform" (i.e. - portal) that had both vertical and horizontal scroll bars. I could even "freeze" columns so during horizontal scrolling I would be able to see the key field - for example a part number - and its corresponding "technical specifications". I have tried the same type of arrangement with a portal, but it appears as if it is severely limited in its ability to handle more columns of data then what fit in the portal. Am I missing something? Is their a different way to accomplish what I am trying to do?

    • 8 replies
    • 1.9k views
  71. Started by WarrenK,

    I am new to Filemaker. I am working with an old version 6 before deciding whether to upgrade. I am trying to build a very simple application in which I scroll the contents of a table as a pick list, and insert a field from the selected record as a value in a new record in a separate table. I am having difficulty wrapping my head around how to implement this in FM. I think I understand that lookups (which is the term I would use for what I am trying to do) is reserved for use with hard-coded selection variables. My reading of the manuals leads me to believe that what I want to do will be via a portal. However, I haven't found a good example of how this is done. Also, …

    • 8 replies
    • 1.2k views
  72. Started by William Mead,

    I have a layout with a portal to related records, but because of space limitations I need to keep the portal small. I can put a scroll bar, but how to I get the new portal record field to be at the top instead of the bottom? I don't want to have to scroll to the bottom to make a new record through the portal. Anyone have any ideas?

    • 4 replies
    • 1.3k views
  73. Gurus at Large, I am working with invoices containing serialized products. I have two tables of data that should be identical, but unfortunately they're not. So I need to compare the two tables and and match up the records. Both tables have several levels of granularity; ex. invoice year, invoice month, invoice day, invoice number, part number, serial number. The problem is that in one table, a serial number for a part might have a leading "S", while in the other table the "S" has been lopped off. This is just one example of multiple permutations that defeat using serial number as a match field. I want to build a user interface that will allow a user …

    • 4 replies
    • 1.2k views
  74. Started by MintonMagic,

    Hi all, I have a table with some event dates and I have a "home" screen where I would like to show only future dates from this table. Is there anyway to do this? I thought I might be able to with a portal, but I have failed miserably. Thanks in advance!

    • 1 reply
    • 865 views
  75. Started by fredo22,

    Hi Everyone, First post here. (FM 5.5) I have a portal on a layout for 'Tasks'. I have a script to create a new task, which performs an external script in the Task file "Create Task" and the script is supposed to end up in the portal, with the new record having a task name of "Untitled Task". My intention is to have the new task selected so that the user will know that they have to add a name for the new task. My script is not highlighting the new task. Can anyone tell me what I'm doing wrong? My strategy so far has been to set a global in the main file and then use "set field" and "select/perform" Perform Script[subscripts, External: Tasks.fp5 Set Field […

    • 2 replies
    • 1.2k views
  76. Started by shomsky,

    I have gone over this and over this, following every step (which doesn't seem complicated) and I can't get the look up Auto entry to work at all. It worked yesterday, but not today. I'm sure with my monkeying around with the layout I might have inadvertently changed something, but I can't find where I screwed up? I am a beginner and would love somehelp other than the manual. Thanks in advance.

    • 3 replies
    • 778 views
  77. Started by Greg G,

    I'm just stumped on this one. I have a portal that displays a calculation field. The result of the field is a container. The Problem: The field does not display its contents when it is in the first row of the portal. All other rows display just fine and as soon as I add a row above it then displays properly. Thanks in advance.

    • 6 replies
    • 1.4k views
  78. Started by Thomas An,

    Hi all, A question: There is a portal with a single row There is a script that sets this portal row to a specific number. Once the portal row has been set and then we switch to "Preview Mode" the portal resets back to its first row contents. Why is it that preview mode does not preserve the portal state ? Thanks, Thomas

    • 4 replies
    • 1.1k views
  79. Started by macman_84,

    Hello, I am a complete newbie to FileMaker and I need help creating an application. I would like to create two databases. The first one would contain a log of communications containing date/time, contact's name, company, and notes from the communication. I would like the information in a form and a table so I can sort by company, most recent, etc. The second would be similar to an address book. It would contain a contact list. Then in the form view it would contain detailed contact information, company information, as well as a small table (on the form) that would contain a list of the most recent communications with that contact's company from the other da…

    • 2 replies
    • 726 views
  80. Started by jtscott,

    I have allowed the creation of new records via a relationship, so users can simply type into a portal to create new related records. However, I want this in only some layouts; in others, I want the same users NOT to be able to do this. Is it possible to set this selectively, according to which layout a user is on?

    • 2 replies
    • 1k views
  81. Started by shomsky,

    I've read the posts that are related, and reindexed the fields. unindex, get out of program, back in program re-index. I have a portal (in Lab dip tracking table) with auto entry look up from another table (Color Table). When I make a selection color code and color name a ghost code appears. If I select again the correct color is displayed but isn't saved (although the ghost code saves)?? Please help. I am trying to allow several drop down/pop up colors to be added to each record.

    • 0 replies
    • 748 views
  82. Started by tmas73,

    Why is it that when I have a portal with a calculated container field with a image in it wont display Each records custom image it will display all the same? It works fine with text fields. Thomas

    • 3 replies
    • 953 views
  83. Started by edmonton,

    Hi I have a portal with 15 rows displayed and a scrollbar to view more rows if there are any. When I scroll down to the last record using scrollbar and click out of the portal, the portal moves back to the first row instead of staying on the row that I was on. Any help in this regard would be very helpful. Thankyou

    • 2 replies
    • 1.6k views
  84. Started by ktalent1,

    Hi, In layout "Video Data Entry" I have a portal to table "Video Data." In that table, I have a field "Date" that I have set to auto-complete from "Value of last visited record." Unfortunately, it doesn't work. Can anyone tell me why? (I've attached a picture of the "Video Data Entry" layout if needed). Thanks! Andrew

  85. Started by mickey1050,

    hi, i'd like to duplicate a record and all the portal records attached to it. any good ideas of how to code this so that my end users can do it seamlessly? thanks!

    • 3 replies
    • 1.5k views
  86. Started by tmas73,

    I have a tab with 3 sections. Passwords, Cards, Reminders. In each tab there is the same portal row that displays a field of a record. How can I show different found sets in different tabs? For example password shows all records with passwords and reminders just shows records that have reminders in them in the portal? Thanks Thomas

    • 15 replies
    • 2.1k views
  87. Started by mscholtz,

    I've got a portal in my app that's a selector - user clicks on a row, and that determines what is displayed elsewhere on the screen. I've got now problem making this work in general. My question is about visuals for the selection portal itself. Normally I might go with the native portal highlight, or script a container field in the protal to change the background. However, some rows in the portal will already have a different background color, as this is used as a visual metaphor in the app (for newness). Not open to suggestions to change that. So I need an alternate method of highlighting a row, that doesn't involve the background color. I'm lookin…

    • 4 replies
    • 1.4k views
  88. Started by ncheneweth,

    I have seen some solutions wherein you can highlight a record in a portal view and in another portal view right next to it all the related records highlight. So, rather a portal selection filtering to show only related records, it continues to show all records but highlights the related ones. How is this done?

    • 10 replies
    • 1.7k views
  89. Started by Rehoboth,

    Hi I'm not sure if I am in the right area. I am entering data and creating a new record each time. I want there to be some kind of eit box automatically displaying the information that has just been entered, (info from all records). Thanks Trevor

  90. Started by Raymond Gonzalez,

    hello! i want to know what calculation should i do in a field so that it displays the count of fields in a portal. Thanks!

    • 3 replies
    • 990 views
  91. Started by hayesk,

    Here is what I have done: On a layout I inserted a movie (audio-only) that plays back perfectly. When I switch to another layout that contains the same record, but in a portal, when I try to click in the container within the portal, it asks me to record a new sound rather than playback the movie. If I then re-import the file in the portal, then it plays back. Question: why won't it play back in the first place? Why do I have to re-import it from within the portal before it realizes there is data there? It's as if the portal isn't getting the data the first time. Thanks.

    • 0 replies
    • 983 views
  92. Hello, This is my first post on here. Great forum design! I have a situation where I want to have a table that contains "Quotes" (sales quotes) and want to be able to move that data to an identical layout (just different field names) "Invoices" with the click of a button (script I would assume). The data on the Quotes and Invoices are both in an identical portal minus where they display info from, etc.. Not sure if I'm giving enough info, but would really appreciate a tip or two on how this can be accomplished. Thank you Dave

  93. I have three records that contain a phone name and a phone number, and they are all related by a store number. For example, the records contain: Store Number - Phone Name - Phone Number C0001 - Store - 404-555-1212 C0001 - Truck - 404-555-1213 C0001 - Office - 404-555-1214 I need to create a text field that I will use to create a label to place on the back of each phone (they are cell phones), where each label will have the phone number of itself followed by the two other phones. So, the label for the Store phone would look like this: Store 404-555-1212 (with Store in bold type) Truck 404-555-1213 Office 404-555-1214 And the la…

  94. Started by Norvin,

    Here’s what I have: a text field on a layout and a portal of related values (names of people) along side the text field. Here’s what needs to happen: when I click a name in the portal a value from that related record is inserted into the text field wherever the cursor was located prior to clicking the name. Here’s what’s happening: using the Insert Calculated Result script, regardless of which name I select in the portal or where the cursor is located in the text field, the first name in the portal is always placed at the end of the text. With Filemaker I knows there’s a way. I’m just hoping it’s not to complicated. Thanks for your help. It is really apprec…

    • 2 replies
    • 1k views
  95. Started by Brainiac58,

    Is there a way to make portals automatically resize based on the number of records found in a given search? Along those same lines, is there a way to make a report automatically move a portal to a new page when it hits a page break? Thanks.

    • 4 replies
    • 1.2k views
  96. Started by dbrowdy,

    Okay I have three portals on one page that have the potential for MANY rows. Certain scripts I run on this page will freeze the window and jump to another layout temporarily to do some stuff and then jump back to the original layout. Unfortunately when this happens, the portals all go back to the top. I would love a way to force my portals to scroll back to the last active record. I already coded something to grab the portal rows from each portal and store them in a global so they can be returned to. The "Go to Portal Row" script step will select the appropriate row but it won't scroll down to it! Any ideas on how this can be done? Thx, Dan

    • 2 replies
    • 1.2k views
  97. Started by RT,

    Hello, i have just changed a layout from repeating fields to a join table with a portal, all works well as you can see by the demo.it adds the line items up. or advise me if there is a better way. but i want to "sum" the total of all records, i have tried calc fields summarys but nothing works for me, and i cannot work it out. can some one please take a look and tell me where i am going wrong thank you. Robert expenses.fp7.zip

    • 5 replies
    • 1.7k views
  98. Started by consultgal,

    I'm sure I'm missing something basic. I have this exact set-up in one file that is working perfectly but, for some reason, am having problems in another. I have a field in a portal row which is defined as a button (basically go to related for further detail). For some reason, the button won't click. I thought it had to be something with the layout layers but even when I have brought the field in question to the front, I still can't click. If I take the field/button out of the portal, it works fine (other than the fact that it's not in the portal so I can only ever access the first record, of course). What am I missing?

  99. Hi, I need help on my DB, I have two portal ( first his Projet and second his Phase). I want to select (on one click) a row in the first portal and have apear the related record in the second. Can you help me on this....I came from ''access'' and I'm new too Filemaker and I realy love it! I'hope it's write correctly because I'am not bilingual...sorry.

    • 5 replies
    • 1.1k views
  100. Started by Hack,

    Hi I having trouble constraining portal. I have field which I have yes/no and I wont the portal to just show the list of related yes Does any one have some ideas here? I set up scripts before to sort and filer layouts with tables but not with portal Cheers Damian

    • 6 replies
    • 1.8k views

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