Portals

Hi All, I have a portal on a layout to select a pert number related to my customer. so the drop down list displays from my products table. But I dont want to see all the products. I want to be able to select the chapter from the products list and then only the products related to the chapter must be displayed. please could you point me in the right direction to accomplish this. I also want to take it one step further. in my products table i have a tick box to select pre defined products, When selecting the products from drop down box, I only want to see the products that has been pre defined. And is it possible to import only ticked products…

Hi, I have a drop down in a portal, how do i filter the drop down box to only display the record relating the record in focus on the active layout where the portal is inserted? example: I have a customer selected in my customer layout, the customer has several products related to that customer. when I click on the drop down list in the portal, I only want to see the products for that specific customer. The drop down is in the warranty portal, products are saved in the product table with a reference to the customer. Please could you assist?

Hi All, I have a portal in layout customer in the portal i have a drop down list to select only the items which is relevant to the customer in focus on sure how to accomplish this as all the items displays in the drop down list

I have a portal that displays data from a related table in my layout. In that portal, I have a button (displays in every row) that will gather data from that portal row and end it in an email. This works ONLY for the data in the first portal row. HOW can I capture the data that is in the SAME portal row as the button that is being clicked? Jason

Hi i have 3 Tables Property , Units , Tenant. Each property has many units , Each unit has one tenant active but may have many inactive tenants from previous years. All working fine BUT..... i would need to show a table in the property layout of the units and each one only with its active tenant. The portal is based on the units table. However the tenant just show up the tenant that was first input to the unit. My question is , how could i get that only the active tenant should show to the unit? i would really appreciate it someone could guide me on this.

Good morning. I have a portal which has two fields displayed: a check box (a field with 0 or 1 in it), and a name. What I am trying to achieve is generate a FIND based on the names that are ticked in that portal but am not sure how. The portal may have - for example - 30 names in it, but I select 10 names from it (by ticking box against each name). I then want to extract(?) the names from that list to then do a FIND with as many New Request; Set Field [for_each_user_selected] commands as necessary. I'm not sure how to achieve this. Anybody have an idea please? Cheers, Greg

I know this type of question has been posted several times and I have read every thread I can find on how to accomplish this. I think my confusion comes from not understanding the correct syntax the portal filter uses. So here goes. I have a portal that lists records inside Commissions_Detail table. I want to only show records in the portal that meet the following criteria: 1. The Sale_Date field is within the current month and year (This will only show commission records that are from the current month and year) 2. The Employee_ID field is equal to the $$Current_Staff_ID global variable (This will ensure that records that are in the portal that m…

I have tried all combinations of portal with/without scroll bars but cannot make scrolling happen when using finger swipes. It is possible to 'pin' down the scroll bar with a finger and then pull the scroll bar (same as a mouse) however cannot scroll when swiping up/down in the portal body. This has always worked in FM14 and FM15, but does not work in FM16. Any one else have the same experience, or fix? Thanks

I have a many-to-many relationship with a join table between two tables, X and Y with join table XY. While viewing a record in X I have a portal of all the join records in XY that are linked to X. I'd like to show a portal of Y of all the records not linked. I sort of have a solution. I have a cross going from X to Y and a filter with the following calc: IsEmpty ( FilterValues ( x_Y~cross::id ; List ( x_XY::y_id ) ) ) This works as soon as I edit the filter calculation, but as soon as records get linked or unlinked, the filter is wrong. If I edit the filter calc, it updates. Refreshing the portals and window, even going to layout mode and returning to browse m…

I love the new pre-existing self-join portal option for displaying a portal that is reflective of the current found set and navs to the record clicked in the portal on the currently layout. I was hoping to add some functionality on top of this by buttonizing the fields displayed in the portal so that if a Shift modifier key was pressed when clicking, the clicked record would open in a new window to allow side-by-side comparision of the current record and the newly opened one. Otherwise, if the Shift key was not pressed during the click, the script simply terminates and the default nav behavior takes place. However, it looks like the behavior of a pre-existing self-…

I have a small database and in a portal I have data from a related table. I have tried many ways to dynamically sort the portal column (customer_name) by having the field name passed along to a global field (g_sort) via set field script (get Script Parameter) and then a calculation of getfield("g_sort") by to pass the field name to the Portal Sorting engine. All seems to work up to the getfield("g_sort") is not passed to the portal sorting. the portal is set up to sort via the result of the getfield("g_sort") calculation, unstored and text result, and then refreshed via the script.. No matter how I do it, it will not sort. my conclusion is the field "name" I would li…

Good Morning, I have been tasked with creating a school database for our academy to use to track the students that come here to live. So after doing as much research, reading, and etc. I have came to an issue that I just don't know which way to proceed. I've read about global fields and using loops and etc that seem to do what I am trying to do but with no luck.. Im turning to the community for feedback... So basically I am seeking what way would be best do the the following: Database is based on People - I have it selection for People Type and based on that selection "Applicant - Cadet - Parent - Mentor - Staff" will take you to a…

I have a portal (linked to "Items") that the user can populate with multiple items (records) at once from another table on a layout linked to the TO of "Order". Each group is assigned a header which appears in the row above the items. For example, Apple, banana, pear might fall under the header "Fruit". When a new group of items is added to the portal they're all assigned a unique "groupID" and the header is also flagged "1" inside "groupheaderFlag". I have successfully gotten the groups to expand and collapse using a variable with the following calc: Case ( IsEmpty($$toggle) ; True ; $toggle ≠ Items:groupID & Items::groupheaderFlag = 1 ) A button set to di…

I built this case management system for Filemaker 14 Advanced and have since upgraded to Filemaker 16 Advanced. Everything works fine (apart from this new bit I’m trying to add). I thought it be handy to add a feature which automates the generation of invoices. The company I previously used to generate my invoices has suspended trading and there are not really any others around that are usable, so I thought this be a great feature to add to a system that I presently use. A very brief summary of how things are prior to my edits: 1. A case is created and a solicitor is assigned. A client is also assigned. 2. A solicitor can have many cases, but a…

I'm using FMP 13 for a medical records database. Have a portal row with 22 fields, including 5 repeating fields. Would like to know if its possible to copy the entries from one portal row's repeating fields to the next using a script or function

I have a portal that has about 100 'names' in it. This list is longer than the portal is 'tall' so the user must scroll down to find a name. After the user scolls down to find 'Smith' and clicks it, the portal 'scroll elevator' jumps back to the top. I would like the portal 'elevator' to stay showing 'Smith' I have set "Reset scroll bar when exiting porgram" OFF but it doesn't help. Thanks for your thoughts. Ron

(I'm sure this has been covered before but nothing came up in my search criteria) I have a Year (number) field in a portal where I want to force the entry/recording of four-digit years but no matter what validation criteria I set for in the field definition, it won't fault to produce a validation error message if a non-four-digit number is entered, even with a script trigger using a Commit Record script step. What am I missing to get the validation to work? Thanks in advance for your help.

I have the following portal on FM16 on my MacBook, which to all intents and purposes looks fine with regard to field size, alignment including borders etc. But when I look at the same portal in FMGO, you can see that things don't look quite so neat with regard to the click button and the first two fields. Everything looks ok in inspector with regard to field sizing and positioning etc. Just wondering if there's an easy way to square all this up so the appearance is consistent on both platforms. Is it trial and error, I have had some success with other fields in sending them to the back and front etc but I'm struggling with these last three.

Assalam u aliqum dear Brothers I am creating a database for a Bricks Kilns. Though me being a beginner i have managed to make it somewhow but now i am stuck in making a portal of customers where i enter bills and the record should go tot heir related filed. I have following tables Customers (linked to with foreign key) Challan (further liked to) Challan Items The portal shows only one customer related record where as i want a portal where when i cretae record it goes automatically to related customer record. Sample file is attached Mushtarka_Bricks.fmp12

Hello there. First of all im newbie in fm. I use the filemaker 16. I want to make a new base that keeps track of pages and especially registerstations and log ins. So i created 5 tables: "sites, user_names, passowrds, emails and account_descripion) I linked the tables with relationships. I created a portal witch have fields from three different tables, a field user_name from table user_names, a field password form table passwords and a field email from emails table. When i insert the first line(raw) in the portal ιτ seems to work. but if i try to insert values in the second line (say in a site you vave two accounts like facebook one ofiicial and the othe…

Hello, Could someone help me with this question? I have a row in a portal in wich i would like to make a calculation: Bedrag= Cases*Prijs, but if Hoeveelheid is filled in then it should calculate Bedrag= Hoeveelheid*Prijs. The fields are all numeric. The calculation should be possible on one row, in this example i have made it on two. Yours sincerely Frans

Happy holidays, everybody! (Please refer to the attachment.) This is a portal that lists company names from the CompanyName child table. On its right is a field (SortOrder) that contains a numeric value that a user would enter that in turn, causes the company names to change their sort order in a different part of the solution. That part works fine. To make it a little more elegant/easier for the user to enter a number in SortOrder, I'd like to create a dynamic value list from which it would list numbers from 1 to X, with X being the count of records inside the portal, e.g., if there are 8 company names within the portal then the value list would contain the num…

I have set up a portal which correctly shows the records I need. I want to be able to select the data from one of the fields - say there are 5 fields across one row of the portal and there are 5 rows of data showing. Is it possible to create a script which I can assign to a button which would copy the data in field 3 row 2, say? Thank you.

I’m trying to setup a portal that filters records with a calculation field. I have a set of Disk table records that have the fields Disks::Title and Disks::FirstLetter = Left(Title,1). The user selects a letter from a value list attached to a global field gFirstLetter. A dropdown displays values A through Z. The portal TO, FilterDisks, is a self join, using the “x” operator. It uses the filter criteria FilterDISKS::FirstLetter=FilterDISKS::gFirstLetter. When a value (A to Z) is selected by the user I expect the portal to display only records beginning with that letter. However, it does not display the records properly. Sometimes, but nor always, by c…

Hi, Can anyone help me how to solve this ? I have a 2 drop down list field on my portal with two values in each field . Is it possible When I select the first or the second values from the first field it will change the second field values based on the value of second field using the conditional formating Formula...? e.g field(1) have two values from Drop-down List (Pass) and (failed) field(2) have two values from Drop-down List (Good) and (Bad) If I select (Pass) it will change the second field values to (Good) automaticly and commet the record Or if I select (failed) it will change the second field values to (Bad) Ahmed

Hi I am trying to set up a database to review some surgical cases of mine. The basic structure seems to work fine. I have attached an abridged section of the database with four tables: Patient --< ProcedureEvent --< PrimaryProcedureEvent >-- PrimaryProcedure What I would like to do is: When looking at the Patient layout (Grandparent) be able to see a summary of all of the Primary Procedure Events (Grandchildren). The attached file has some text dummy data on the Patient layout to show what I am trying to achieve. I have tried using portals bu I can only get the first "Grandchild" to show Thanks for any advice and help…

Quite recently I upgraded from FM11 to FM16 and converted a bunch of files. I since appear to have a portal that isn't always displaying the correct records. The first screenshot below, shows the layout based on the Route Packs table, with three portals based on different tables stacked down the left hand side. The portal that is displaying strange behaviour is the bottom most portal, although on this record (Armley Jn - Dockfield Jn) it is displaying the correct records. The uppermost portal is showing two records which are the route pack sections that make up the route pack (Armley Jn - Dockfield Jn), the middle portal shows the Train Drivers that have this ro…

Hi Everyone, I need help with portal show records. I have attached the example solution. There are four tables. Office, Staff, Asset and Assign (Asset assigned to staff). On Asset layout i have portal based on Assign table i want the portal to show only staff members which are related to specific/related office not all staff. Maybe its already answered or its simple to solve but i couldn't find any after searching/googling. If any answer is already in forum please give me link or modify this solution i shall be very thankful. Thanks in advance for help. Assets.fmp12

For an inventory management database, I'd like my main screen to be able to accept pulls from three related databases: - Serialized (valuable tools, which I track and want back - the paintbrush); - Replenishable (cheap tools that I buy by the yard and if one gets left behind I don't care - the paint-mix sticks); - Perishable (disposable tools that are left on the job site - the paint). These will handle their related requests differently. The serialized I'll be tracking properly to make sure we keep track; the latter two I'm looking for more like a system of 'tick marks' to help me know what we use on job sites. We print our barcodes. For ease of use, …

How can I count the number of rows in a filtered portal? Filtered being the operative word. I can get a count if I don't filter. I've able to solve all my previous problems using the answers on the forum, but I just can't find the answer to this one.

Hi, So i want balance field to be red when it is less that the amount_due and green when it is equal to amount_due. How do i do that? there is a simple calculation in the balance field. I tried conditional formatting both value and formula but didn't work. Thanks.

I've got 2 tables in an invoicing scheme: a primary table1, and table 2. Table 1 (invoice) shows a portal into which (Table 2) Invoice Item records are created, and which show in a portal field in the current layout (Table1).. On the layout (Table1), i'm showing a summary field (which totals all invoice items in Table2). IT maintains the correct amounts and updates, but does not automatically update every time a change is made in Table 2. Say for example if i change qty or change amount in one of the items in the portal, the summary field doesn't automaticallyupdate in my current layout. in order to force an update, I have to force the window to…

I am struggling with something that should be simple, but cannot figure it out. Below are three tables: Contacts, MaterialsTransactions, and MaterialsTransactionLineItems Within a layout showing records from the Contacts table, I created a portal showing records from MaterialsTransactionLineitems (so contacts could see each item and not just each transaction) Layout = Contacts Table; Portal = MaterialsTransactionLineItems The field on the left is MaterialsTransactionLineItems::Transaction_fk; the field on the right is MaterialsTransactions::TransactionDate Given the relationship, why is the date not showing correctly? Instead, just showing f…

Hello I have two related db which returns a proper result in a portal I created As the records involved are many how to write a script to only find the populated records and then export them to a tab file for additional work? Thanks and Regards Dan

I have a portal within my main layout that I use for all phone log comments and documents. Is there an example or a (best practice) way to create a search field that searches within that portal only and shows the correct records searched?

L&G, I have read the guidelines for posts in this forum. Therefore I did not enter the Post title that came first in mind: Do I understand portals (aka do I understand Filemaker) and I do not emphasize now on being new in Filemaker issues. I am trying to achieve something simple at a first step of a big plan: Entering recipes in a Filemaker testversion database. The longterm goal should be a database in which I can enter my collected recipes. Followed by tool for a weekly menu plan for my family and a shopping list coming out of the database after taking care of my fridge's stock => so far so good, but currently this is a plan for the next ten …

Hi Folks, I can't quite get my head around this one.. I have a portal that contains basic info about pieces of music. Each piece is either a work or a movement. (pieces are either self contained or consist of movements). I'm using 2 globals and 1 local field to filter down the list of pieces: 1. Composer 2. Title 3. Work ID This works almost as I'd like: ( ( IsEmpty ( Resources::gSearchPieceTitle ) or PatternCount ( Piece_forResourcesMenu::Piece Title ; Resources::gSearchPieceTitle ) ) and ( IsEmpty ( Resources::gSearchPieceComposer ) or PatternCount ( Piece_forResourcesMenu::cComposers ; Piece_forResourcesMenu::gComposerSelect )…

Hi...Please Help! I am designing a database for out maintenance guys. I have a table called "Machines", this contains all the machines we have with serial details etc, I then have another table called "Service Info", these are linked with a primary key called MachineID. On my machines form layout is a portal that shows all the services for that particular machine. I want to create a script that adds a service file for that particular machine and copies over the last service date, how ever what I tried doesnt work because it take the last record within the whole of the service info table and uses that, in otherwords it copying another machines service date. This is th…

I have a portal with more values than fit on the screen. I scroll to a value and select it. If I leave the layout and return, the portal does not automatically return to the active row. I would like the portal to scroll and make the active row visible when I return to the layout. I've tried using Get(ActivePortalRowNumber) but can't get it to work. Is there a way to do this?

I currently have a portal that I am filtering with 3 different global fields, all work fine. I would like to add a field to filter by a months block from current date. There is a sale date column in the form of 8/29/2017. The date drop down filter field would have the following entries. The filter will be referenced to the current date. If "3-6 mos" were selected only records in Dec 2017, Jan 2018 and Feb 2018 would show ( 3, 4 and 5 months from today's month). This would be the drop down. All Dates < 0 mos 0-1 mo 0-3 mos 3-6 mos 6-9 mos 9-12 mos >12 mos This is what I currently have with the date filtering, using a custom func…

Is it possible to filter a portal based on another filtered portal content where a relationship exists. My question stems from a scenario where I have a jobs table and a plant (being machinery) table. I am trying to figure out a way to filter a complete list of plant to only show those that are not allocated to a specific day on the job table. I guess I am just seeing if it is at all possible or is there a better method to do it.

I'm a novice, and would love some help. In the attached file, I have portals for notes and documents in an applicant's record. The button above the portal creates a new document record in the new document layout, and I have a 'save' or return button to return to that applicant's record. A button over the portal row takes you to the related record of a document . the button is set to be invisible when the document primary key is empty A delete button in the portal row deletes that portal row. The problem is that when I delete a record the button remains (in an empty row) - when it is pressed, it takes you to an empty record, and then the back buttn does…

I have a product catalog solution [Database A] that consists of a "master" record and several related records through a parent-child relationship. A separate solution [Database B] tracks shipping/receiving of these products. I would like to create daily records in this separate solution (B), and copy information via a related field with the catalog (A). **Easily done via lookup or auto entry calculation.** In addition, I would like "replicate" the related records, via the parent-child relationship, so that the shipping/receiving solution has the same related records as the product catalog solution. In other words: MasterRecord1 --> ChildRecord1 …

Hi, I have a bit of a dilemma that I've tried a number of solutions to sort out, to no avail. I have a portal that lists the participants in a class. In each row is a checkbox that can be used to indicate whether that participant has withdrawn from the class. I've used a summary field to count the number of checked boxes and have a field that subtracts that number from the total of records in the portal - easy peasy. Where it gets tricky is that, one of the fields relates to the number of children associated with a participant (a mum may have 3 kids in the class if it's one of the playgroups). Now I need to know how many kiddies there are in the class. I ha…

Hello forum I have 2 related DB in FMP Advanced 13 In the portal I have various fields I am interested in. In the realted db and portal I have a Movie clip. Can I create a script which will go to the related db layout and open the Movie clip? Thanks a lot Dan

Hi Folks, I'm sure this should be quite easy, but I just can't get it to work! I have a portal that gives the results of a search. I'm using PatternCount and filtering in the portal itself rather than using a relationship - this means I've got more control of the filtering. I would like to hide the portal if no records come up so I can reveal a create new button. (This is for an iPad so there's not much room on the screen) How do I do that please?! Many thanks! Mike

Hi everyone! I am so close to completing my little database and I have one more thing I would like to be able to do. I have a "Look up" section where I can see the details of an individual. I want to do display which activities they have attended. Activities are in a separate table. People are connected to activities via the affiliation table. I am selecting people who attend an event by a portal. I just cannot get this look-up portal to work. I do not know what is wrong! Any ideas? You guys are the best People and Activities_Jul20.fmp12

Hi Can anyone help please. I am new to portal's. I have a timesheet database I have made and in the timesheet layout I want to be able to add new crew into the portal. I can input data but only in one row... I tried a script to add a new row as a single script on a button but that didn't work. I am stuck on how to add a new row. Am I also right that using a portal is the best way to add new crew so I can list what crew I have in each day and track their hours and overtime. username is admin... there is no password.... I used filmmaker pro 15 on a Mac. Thanks Sarah Timesheets_Tester.fmp12

I guess people are using a similar technique for creating and editing portal records after the new FM16 card window feature, any posts or links about this? In any case, this is how I'm doing it (sample attached) ... any feedback appreciated! Create or edit portal records.fmp12

Table 1 (Visits) is a clinic visit table, with numerous fields of data. Table 2 (Prescriptions) is a related table for prescriptions given on a particular visit. Table2 is related to Table1 by fkey - - - T1ID. Table 3 (Patient) is a patient table (contacts). PatientID is the identifier for Patient and is related in Visits,Prescriptions, and Patient I need to have (in a Visits layout) a portal (self-related by PatientID), which shows a list of previous visits to the clinic by this patient. On this portal I need to show any (1 or many) Prescriptions (from Prescriptions table) which would've been given during that particular Visit So it's in ess…

Hello everyone, I have found a stange behaviour with filemaker. I have two tables linked by a third one. I want to navigate using the portal. But if I use a script on layout exit, then the behaviour is abnormal. Please have a look at the enclosed database and try normal, then abnormal layout. Please tell me if you consider that it is a bug or not. If it is a bug, should I report it to Filemaker Inc. and how? Thanks for your help, Regards Possible bug.fmp12

Hi I have a database and in each record there are portals which contain lists of characters, which you can add to or take away. You can then generate a report via a script that will list the characters under each date. I wanted it where it lists some of the characters in a different colour if they contain a certain word. I have managed to get it via conditional formatting but it then changes every character in the portal under that date rather then just the character that contains that word. Is this something that is possible or am I chasing a unicorn?? I have attached a screen grab of the report. EG. under the first section I wanted out of the 3 dif…

Howdy, all: I have this filter for a self-join portal: Let ( [ indexValues = List ( TEACHER::_kplt_TeacherID ) ; searchValues = List ( TEACHER::Name_LF__lct ) ; index = ValueCount ( Left ( indexValues ; Position ( ¶ & indexValues & ¶ ; ¶ & TEACHER_X::_kplt_TeacherID & ¶ ; 1 ; 1 ) ) ) ; prevValues = LeftValues ( searchValues ; index -1 ) ] ; IsEmpty ( FilterValues ( TEACHER_X::Name_LF__lct ; prevValues ) ) ) The filter works fine as-is but I also want to include in it another constraint where names will only appear if the Status__lxt field (for each name/record) is set to "ACTIVE". I tried different permutat…

Buongiorno a tutti, mi sto chiedendo il vostro aiuto, mi sono bloccato e non riesco a trovare una soluzione. Io uso di FileMaker Pro 15 avanzato su Mac. Premessa: ho sviluppato una banca dati composta da due parti: registro di fatturazione In padronanza ho i dati dei clienti, gli agenti che seguono i clienti e fornitori con il loro marchio, che vengono gestiti da agenti. Ogni agente può avere diversi fornitori; Ogni cliente ha un solo agente, ma può avere varie marche. Ogni produttore può avere diversi agenti che distribuiscono il proprio marchio. In fatturazione, ho bisogno di essere in grado di inserire i dati per commissioni degli agenti stagionali. Posso cer…

Hello good afternoon, How can I make a distribution list only for "actives" customers? I have a Table Clientes(ID, name, email, status); Distribuicao (ID, date, distribuicao); ITEMS "to be distributed" (clientID, DistributionsID). i built layout based on Distribution table with one portal of Customers table and another portal of DstLine table that should received only actives selected Customers or all customers. i tried this script, working only in my computer, when i load on server, becomes to slow and freezes. It has more than 700 customers.

I am currently building a database to handle the inspection sheets used by our Quality lab. Here is the relationship layout: For each revision on the Revisions table, I have a differing number of Dimensions that need to be measured (some parts/revs will have 5 dimensions, while others will have 15). Each dimension has a specified type of instrument used in measurement, and a max/min value. The instrument used is a drop down menu that references a list of instruments/gages that we use. Here is how I have my inspection sheet currently laid out: The portal on the left points towards my dimensions table. It shows the data corresponded to the specified Par…

Hi...I have created a database using a "modified" anchor buoy method and so far everything works great...but...I have a portal in a "join table" that works fine...however, my button that is supposed to open the record in the portal row does not function...it returns nothing. The records are indeed related (see RG) as the fields show up from the related table without relational conflicts, but this button that is supposed to open the "library" table with the related record pulled up simply does nothing. I have attached the DB. Also a screen shot of the table where the portal is (it is actually a join table layout, this may be the problem). I don't understand how the b…

Hi, all: I tried implementing the following technique into my solution and for the life of me, I can't get the portal to show records when the filter is enabled; without it enabled, I see the duplicate values just fine so at least I know the parent-child relationship is working. I was wondering if you could take a peek and see if there's a subtle or glaring error with the technique as written: https://scarpettagroup.com/filemaker-portal-show-distinct-value-tutorial/ I wrote to the author for clarification but I haven't heard back from him yet; I'm under the gun to get a project done this morning, if possible, so if you don't see any errors with the techniqu…

Hey... Here is the scenario... Contact table joined to Contact|Event table joined to Event table Portal in Contact table of Event table to see all Events linked to a particular Contact Needing to link 100 (or any number) of Contacts to 1 Event in Event table Do not want to do this manually. I have all the tables and relationships set up and everything works. All I need is a way to create multiple records (joint records in Contact|Event table) in multiple Contact records so I don't have to enter them in one by one...which of course I can do. I figure this would be a script...but I don't even know where to call the script...in the Contact…

Hi, I am trying to hide object (Parent::Temp 4) if the field in the initial portal row 4 is empty. IsEmpty ( Child::Text ) I don't know how to specify the portal row in the calculation, Please help... Thanks Temp.fmp12

Hi, I hope that someone on this community is able to assist me in a rather complex dynamical filtering of portals... I am working on a pretty complex CRM based on this demo for dynamical filtering of portals by Sara Severson: http://www.soliantconsulting.com/blog/2013/03/dynamically-filtering-filtered-portals But I have an issue when trying to dynamically filter the portal based on several relationships, that someone here maybe can answer... This is my situation: Filemaker file A (the CRM) contains a portal which I filter. The portal show posts from file B (Contact database) with the use of a relationship X. The relationship match fields in the two files ar…

Hi All, When I add records to a quote they may be added in multiples until the Quote is accepted. When a quote is accepted I now have to change any multiple service Products to single products to allow for the creation of the barcodes,(serial numbers), used during the service so that any parts used on the product are recorded against that particular product. I created a script which checks for any service Products that are showing multiples and duplicates them the required number of times. The duplication works fine in the QuoteItems layout but unless after duplication, I select either the department or product, then the items do not show in the QuoteItems portal on the Q…

Good evening, In the table that I'm displaying data from I have a field "Salesperson" that is auto-populated when a record is created by the username of the user adding the record using "Get ( UserName )". I'd like to filter the records shown in the portal by that field based on the user that is currently logged in. In other words, when Joe Guy is logged in, he will only see the records he created in the portal. I'd also like to filter the portal by another field which has values like Won, Lost, Pending, etc.. In this case, I'd like to filter out anything that has the value of "Won". Pobably basic, but I'm stuck. I appreciate any help you can provide in adv…

Hi all! I’m hoping you can help me out with a portal problem I can’t figure out. I’ve probably just overlooking something obvious. I haven’t posted to the forum before but have been a frequent visitor ;-) For clarity, I've attached the screen shots in a PDF. If necessary I can also post the file. I have a portal that creates child tables and it all looks fine, but I would like to have one field that is keyed in outside the portal (fos_file_name) but then used in each of the child records. I have this set up so the fos_root_name is at the top. When that is keyed in I would like to have it placed in each of the child records in the portal w…

I am so frustrated after two solid days of working on this really simple join table example. I am trying to create a little iphone application in which I can quickly track my homeless outreach contacts on the fly. I have been so frustrated. I made a lot of progress at one point by just deleting the portal and starting over. I attached two databases, test which works just the way it is supposed to. A simple widget model based on something I saw on youtube. and Client test which is my attempt. Test works fine. Client test is very similar with a couple of extra fields including a calculated full name field but nothing significantly different. Right now the problem i…

It has been nearly 9 years since I posted in this forum and equally years not doing anything in FM. My FM version was not eligible for upgrade anymore and I had to buy the newest version. I feel, and I am, a beginner all over again. This question might be easy stuff, but not to me. I would like to make a tool for finding content in wikipedia urls and other sites, based on tags over subject I have tagged in each record containing one URL. In the example attached, there one table, two layouts. One layout for inserting URLs, and one layout with portal in a self relation. In the portal layout, I would like to find URLs witht several tags, which are different subjects. Ta…

When I click create New Record all fields should be blank. But my Portal, which has fields inside, pulls data from a different record. I am not sure why it is doing this but since it is a New Record all the fields in the Portal should be empty. Please any advice is appreciated.

Hi! I have two separate questions regarding portals and how they work. Before I start let me describe what I'm doing. I'm constructing DB for local karate club. I have one table/layout with general info about members, I have second table/layout with records about belts (including color of the belt, when & where the belt was obtained, the mentor of the member & sparing partners of the member etc.) and I have 3rd table/layout that shows various activities of each member (there are also several other tables but not important for this topic). All tables are connected via key field (ID number) QUESTION 1 I have no problem creating portals on 3rd layout t…

Hi - I have tried to do this before and although I was give a script that did what I wanted (which I could not really understand!) I still wonder if my problem can be solved using FileMaker features without scripting. I have three tables People--<Employment>--Occupation In other words I want to record a person's job history. I have set up Employment as a join table, with allow creation of records in this table checked. I have made a portal to record the employment history and this seems to work; populating an employment field in the portal via the Occupation foreign key using a value list based on the Occupation Name from the Occupati…

Help please! I am trying to write a solution to help manage the rewrite of an examination question bank. I am going around in circles trying to get one of the portals to work. Each original question can have multiple derived questions created from it; thus I have a table: QuestionOriginal and a table: QuestionDerived. I am trying to show the derived questions in the original question form via a Portal. I have set a one to many relationship: QuestionOriginal -< QuestionDerived and set the relationship to allow creation of records in the QuestionDerived form However, when I try and create a New Record by clicking in a field in the Portal (C…

Hi i have an event table and a coordinator table. Until now each event had only one coordinator. There has now become a need that at some large events require more coordinators - could be upto 5. I have a login for the coordinators where they could see events which are assigned to them. The relationship is that the cordinatorID in the coordinator table matches the coordinatorIDF in the event table. I created a coordinator2IDF in the event table and tried to relate it aswell to the coordinator table but what happens that it even breaks the first relationship. How could i modify my table it should work like that with my already created table which w…

Hello, Any help with this would be greatly appreciated as I am confusing myself! Basically we have a spreadsheet that keeps peoples hours on certain job numbers. I have 2 tables in filemaker one for jobs and one for hours. I want to import the hours from my spreadsheet into the hours table and have a portal on the Jobs table so that you can view who has done what hours on any particular job. I have created a relationship between job number on hours and job number on jobs. This is all working well. We update the hours on the spreadsheet weekly and when I import the records I choose "update existing records in the found set" which gives me a running to…

Hello everyone, i am new to filemaker. Recently, i am developing a tour database to my client. So there are 4 tables. University, Hotel, Airport and School. i have considered to use portal to present my data so i create Tour table and tour details table and link them up. The tour guide of a specific people will be shown in tour details table. Due to the difference of these data, for airport, flight time, airport, check-in time and check out time. For school, address, school name, visit time, etc. i use hide function to hide the unwanted fields when the user choose a specific category which is a text field. In the tour layout, the user can choose the catagory first, …

Attention: Before posting in the general discussion forum please review the other forums that would best suit your topic. If you cannot find one then you may delete this text and post your topic in this forum. can i ask for help , y have a portal whit many arrows and I wanna go to diferent presentation whit de entry in the portal I made a script and this show me the first relation in every serch even if I have more entrys en portal

Good Day all, Should there be a design preference for using SetVariable, SetField versus Lookup and what are the advantages of either especially in processing as this is for a mobile solution.

I have reviewed many of the developer solutions for calendars, but they are too elaborate for what I need. Part of my solution tracks courses, times and days on a quarterly basis, so I do not need a perpetual calendar. The courses do not change days or times during the quarter. I am hoping to create a calendar bar graph (I have forgotten the term for this type of graph) with a layout to see which courses are offered on which days and at which times for a particular quarter in 20 minute increments. My thought was to create a collection of portals that butted up against each other to represent the length of time for each course and to evaluate overlap. However, I …

Hey all, I have a portal which contains a sort based on a field called ItemName. I have used a custom sort order based on a value list called SortOrderA. The thing is, if a certain condition is met, I would like the field ItemName sorted by value list SortOrderB. Is this possible? Thanks Jalz

Hi, this is my first post here. I am very impressed with the power of Filemaker Pro. I think of myself as between novice and intermediate user. I am in the middle of creating a database for an office. I have a question regarding layout sizing and portals. At the moment, in layout mode, my layout is 1024 x 768. I have auto sizing on to fit onto different screen sizes. Everything was working out great until I hit a bump. My portal is in this layout. I have the portal to resize when in browse mode. This works well. However, my problem is this: There is a lot of room in the portal in browse mode however, since in my portal size is small in layout mode, I am not ab…

Hi! I have one portal problem that I simply don't understand. I have a layout with two sets of 3 portals. First set displays different data from related table 1 & second set from related table 2. First set of portals works fine. The second set also works fine except on one particular record. What is even more strange is that from 3 portals of second set, one portal always works on that record, second never and third started to work only after I recreated the record! This problematic record does not have any problems with first set of portals. Also, data of this record is not different from data of other records. I'm not sure what to do. If I judge by other r…

I have a Dashboard layout that is based on my Personnel table. I have a portal on this layout that is based on my Project table. Personnel is related to Project by Personnel::Employee UID = Project::PM - so that the person who is designated PM (Project Manager) on the project sees his projects in this portal. The portal is filtered by whether field Project::PM_Count is greater than 0, where PM_Count is a calculation (number) with this definition: ValueCount ( FilterValues ( List (ProjectTimesheet::eReview Status ) ; "PM Review" ) ) --- (This counts timesheets that the PM needs to review.) Currently, with about 160 projects with PM_Count greater than 0…

I have a time entry layout based on my Personnel table, with a portal to a related Timesheet table. Several of the fields in the Timesheet table are validated for "not empty" (aka, they are required fields) When users add several timesheet records in the portal without committing after each record, if validation fails on any record, it gives them the error message: "FieldName" is defined to require a value, but is not available on this layout. Use another layout to assign a value to this field. (And of course, if they revert, they lose ALL their uncommitted records, not just the one that failed validation.) These fields ARE on the layout, but via porta…

Hi everyone, I have created a table that holds 3 fields, - id, email subject and email text. These will be used as templates for emails. The idea is that the user creates the templates ( I can create new records) and then whilst on the Owners layout a portal will show these templates (the same list of templates for each Owner). How do I create the relationship between the OwnerEmailTemplate table and the Owner Table so this will display correctly? Thanks in advance.

Good morning all, I am trying to insert two portals in a form but, I have followed other samples but for some reason I cant get it to work in my database, I am attaching a sample of what I am doing hopping a guru can tell me what I am doing wrong. In short I have a ticketing system and I want to be able to enter ticket status on one portal but at the same time be able to view the status history in a portal below. Thanks Rudy Portal.fmp12

Hi Guys, I've been trawling google and many forums for the last couple of days after numerous failed attempts, I'm now relying on the expertise of all of you. I currently have the following calculation: If ( IsEmpty ( Invoices::Search ) ; Invoices::Product Category Filter Popover = All Products | Popover::Category ; PatternCount ( List ( All Products | Popover::Item ; All Products | Popover::Supplier ; All Products | Popover::Internal ID ; All Products | Popover::Resale Price ) ; Invoices::…

Hello, I am newbie to filemaker pro but love it Said so, I am struggling a solution that I am building for management of holiday apartments, based on FMSP. I have created a table for bookings, and apartments, and now I am working with another table call Daytariffs that would give the price for each day of the year for each apartment. So far I have being able to show the available apartments for a range of dates, but what I am struggling now is to show the prices for those days. Basically, what I have done on the DayTariffs table is to load 365 days (records) then I have created a field called "Range" and put a calculations that shows "YES" if a date is within the d…

I'm very new to FileMaker design, so I may be missing something very basic, but I cannot figure out how to make this work. I've got a working portal set up, showing the correct records. I can add new records using the blank line in the portal, and those records then show in the portal window. However, if I go look at the actual table that the portal links to, the new records are not being added there. Are they going somewhere else instead? I need to actually create new records, not just display them!

Dear Friends, Here i want an calculation for getting filter records by dropdown value list.Dropdown value list contain timeframe text. Here is some pics for the same.

Hi I have two tabs under the scenes layout. They have some of the same fields but a few of the fields are different as they have different calculations. How can I stop fields filled in under the no free hours showing up in the 2hrs free tab and visa versa. When I click on the second report button on the right I would need it to collect and put the report together with all the data within that date range. That's why I was thinking it renaming the fields slightly for each portal would not work as I cannot then see how they would both show up in the report as it needs to be a single report for both portal tabs. I tried a filter but that didn't s…

Hi I have in another database a button that adds a new row to the portal when clicked. I copied across the button and also the script, but it simply seems to go to the first field in the portal rather then adding a new one. Can anyone help me. The button add crew is the button I set up to add a new row and it uses the script new crew. username is admin and password is pirates. The layout is scenes. Thanks Sarah Production time tracker.fmp12

for some reason my portal field has stopped showing the scroll bar and will not create new records, but alters the last record, effectively wiping it out. This is hell on the billing, since these are essentially purchase orders. I have scroll checked in the portal layout box, but no joy. When I invoke the inspector, the appearance and position tabs work fine, but EVERYTHING in the data tab is grayed out and I cannot check the scoll bar function there, or any other box. Adding to the mystery, when I duplicated the layout and replaced the portal with a new one, the scoll bar reappears, but as soon as i revert to Browse mode, the layout goes back to the original, dysfunction…

Hi, I’m really Stuck , any suggestions would be most appreciated. Problem : I need to replicate a particular behavior of the PopOver that is inside a Portal. Behavior: When inserting or editing portal Rows via popOvers, the data updates in the portal before “committing”. Solution: Trying to replicate this behavior according to this rules: -. Using Transactions and Data modeling. .- Data not updated at the portal before committing (refreshing portal by trigger or exiting a field doesn't work). .- Data not updated at the portal as inserts or edits are been made (same as above). .- Inserts or Edits are…

I created a database to track permits by building. Each permit type is stored in its own table. The only link between tables is the Building Name which is the physical location where the permit exists. Tables: v_Buildings (fields include building name, ID, building status, address, city, state, zipcode) Air (ID, Building Name, Expiration Date, Days_to_Expiration, Type, etc...) Water Food Elevator ...9 permit types in all, and I will add more in the future Each of these tables has the same fields in common: BuildingName PermitExpirationDate PermitOwner Days_to_Expiration I created a Dashboard layout with the idea that users could select a…

How can I create a merge field that contains the values in portal rows? For instance: Let's say I have 3 kids, and each kid has a list of food preferences, medical conditions, prescriptions. My kids are on a portal on the "minors" layout. Now, I want to put all of the kids data on a report for the parents. Kid1 -- (portal row1) Medical Condition: <<medical conditions>> (portal row1) Prescriptions: <<prescriptions>> (portal row1) Now, how to I list the next row in the portal? Kid2 -- (portal row2) Medical Condition: <<medical c…

I'm using a field-based value list in conjunction with a filtered portal based on a relationship. The filtered portal seems to be working fine. However, "1" and "0" are showing in the value list though neither of those values are in any records. Issue #2 is that unless I include "IsEmpty (fieldname)" in the calculation field used in the relationship, all my portal fields have to contain data or the record doesn't show in the portal. In other filtered portals, I've never added "IsEmpty" to the calculation field and records have shown in the the portal regardless of empty values (see yellow highlight in screenshot). Thanks for any insights on these two issues.

Environment: FM13 with FM13 Server, mix of Windows 7 and 10. Is there a way to set a script trigger on if this portal row is new? IE, a script to run if this new child/portal record is new. We have a parent record, and portal to Children records. The children records have 2 fields: Profile Name and Process type. Our user would like to enter a new child record (profile name and process type). if the process type already exists, we will need to archive the existing record (matching the profile type). There is more bI want to start with this first. I see script triggers to the layout "OnRecordCommit", but no similar script trigger for portals. Any ideas…

I need to build a table that totals the weight for a tunnel by the hour. 10 possible tunnels by 12 hours, columns any date. I can do it by filtered portals then loop through and total the weight, but that is 120 portals and scripting. Does anyone have a better suggestion? This data is drawn from an ODBC linked product database. I first do a find for the date then use the portals to filter by the tunnel and hour, then use a script to loop through and total the weights.

I have a user (only one currently) that is getting portal artifacts. Lets say they have 5 portal records. When they click in one of the fields and change a value, then all the values in that column change. But when they click on the new record at the bottom it goes back to the correct values. I am thinking it is some strange artifact thing but don't know. Thoughts? Windows 7 64 bit Filmaker Pro 15 Thanks Thom

I need your help as I am in a blocking stage and I am struggling to get a solution without success. Windows 7 - Filemaker Pro 11 Advanced I am working on a solution where you can select a Product name from a List of the same Layout and it displayed all details regarding that product. The problem with the solution is when I increase the number of products from 100 units to 5000 units it became extremely slow. I have attached the solution and I would be grateful if you could take some minutes of your time to solve the problem. Product List.fp7

I am having trouble showing all related records in a portal. I have my relationship like this. Issues -> Join <- Products (All products occurrence) _fkIssuesID _fkProductID Product1 Product2 Product3 And so on... I have another Product table occurrence that is filtered by a relationship to some other parameters. A portal of this table would show: Product1 Product2 Product5 Product10 I would like to be able to open products 1,2,5,10 and show a list of all related Issues within that set. The problem im encountering is that the list will not show up i…

I have a table named transactions with a field named ipn_status. The status can be either "Verified" or "Invalid". I'd like to make separate table occurrences that will display only Verified or Invalid records. In the past I would do this by creating a global field in the table called something like relVerified, and I would just put the value "Verified" inside this field. Then I could create a new table occurrence of the same transactions table, and I could setup the relationship like transactions::ipn_status = transactions::relVerified. This would get me what I want. Not long ago, though, somebody pointed out to me that this is no longer necessary, and ther…