Portals

I am building a customer database for the salesperson at our company. I have 2 tables. The first contains all the customer contact information. The second contains contact notes. The contact notes table has 3 fields: customer name, note, and date/time note was created. I am currently trying to design the layout. I have created a portal that displays records from the notes file, but it isn't very user friendly. To add another note to this table, you have to scroll to the bottom of the portal. As the table grows, this will require more and more scrolling. Ideally, I'd like the portal to only displays the 3 most current records for the customer. I'd also like a sep…

I have a situation where I'd like to have a "Person" layout use a portal for display of possible multiple "locations" like a home address, vacation address, work address. I'd then ALSO like each "location" portal row to contain a display of possible multiple phone numbers (voice, fax, modem, etc.) that might be associated with each specific location. My first attempt was to simply place a "phone" portal inside the rows of the "location" portal. Doesn't work... naturally, the "phone" portal is always evaluated in the context of the current "person" record that is the basis of the overall layout. It always displays the SAME set of numbers regardless of which "locat…

Hello, Generally: I want to track which products are featured in some catalogs. On my Product table I have 2 portals. The first just creates the entries in the green Placement join table. I'm able to see fields from the distant Retailer_Catalog table just fine. In the second portal I would like to show only catalogs the product has appeared in in the past. I created a calculation for each entry in the Retailer_Catalog table to determine if it's in the past, present, or future and it looks like this: Let ( Today = Get ( CurrentDate ); If( Today > Catalog_Deactivation_Date; "Past"; If( Today â�¥ Catalog_Activation_Date and Today…

Good Morning all I need some help with a 4 table solution which will make up a Routing document on how to build a product. Background: table 1 is a header table. this contains information to the build (customer, parts involved, yadda yadda) and is identified by a serialized number. The header ID is related to another table called Routing Steps. This is just a list of steps which describe how to build the product. The steps are contained in a separate table which I use for a value list to assign these steps. Finally there are work instructions unique to each step for each build. So the TOG has one header related to many routing steps via the headerID. An…

Hi all, Suppose there is a portal with thumbnail images ... ... is it possible to make it scroll sideways ? (ps This is like grasping at straws and I kinda know the answer, but just in case someone might have a pleasant surprising answer ) Thanks, -Thomas

Hella All I have built a portal page which filters my catalogue records and displays them in a portal. It effectively enables to look for items without doing a search. For example; if you choose a "datefrom" and a "dateto" and a "category" (all dropdown global values lists) the portal will only display those related records. The problem is that if someone filters the portal and wants to leave a blank value, the portal returns nothing. This is logical as no records have empty fields. So, I'm rying to devise a way that when one or several criteria are left blank the portal returns ALL the records for that category. Bassicaly I'm trying to tell the system th…

I am very new to FMP, just a home-use type amateur and I could sure use some help here! I created a database to keep track of all documents I have in my computer and paper files. I am a genealogist, researching my family history. The DB has two tables: Ancestor Records has the main fields such as name, dob, etc, and an identifying field, ID#. The other table is Documents and contains only two fields ---- ID# and a container for the actual scan (reference only, not the actual document.) In Ancestor Records, I have created one record for each ancestor. Then, below the basic fields, I created a Portal where I can enter in type of record, date, name of scanned record. I …

ok i have a table. in this table there are completed and noncompleted jobs. noncompleted = 1 completed = 2 i made a self join relation from the "check" field that hold the values 1 or 2, to a calculated field "check_calc" that = 1. check = check_calc the portal is supposed to show all noncompleted jobs in a portal and not any completed ones. what happens is on records with the value of 1 the portal displays All records, and on records with the value of 2 the portal displays NO records. i want it to show all noncompleted records only not matter what record you are on.

I am having trouble getting a portal to display records that are related using a calculation. The Portal is in the Third_party_Payers Database. I am trying to get a list of all the patients who are on account with a particular provider (third_party) and owing using a calc of a line items scenario whereby the fee is taken from the paid producing a calculation that is “Owing” or “Paid” My portal stubbornly refuses to show just the “Owing” but rather all patients of that provider. I am at a loss and am sure that it is something simple but it is well beyond me. I have attached my stumbling effort for all to laugh at! Any help would be very gratefu…

I need to have a portal showing all all people I need to call back. I only want my callback records to show in the portal. In Access you just base the subform on a query. How do I do this in FileMaker? TIA

I'm having trouble figuring the frustratingly simple action of add new records into a portal (without adding records in the main table). A portal I created is designed to record sales contact histories for each client. I placed a "New" button inside the portal and at first it created new records in that portal just fine. While testing, I created 3 records inside it. Later I mistakenly deleted the "New" button, then realized I still needed it, I put it back inside the portal again. As before, its script created a new record. But now the new record is in the main table. Meanwhile I am stuck with just 3 history records inside my portal, even though the portal has 5…

I should probably know how to do this...but I'm a bit stumped right now. How do you get a particular related record based on a variable? In other words, I've got Companies related to Employees and their job titles. Now I want to produce a columnar report with all of the Companies running down one axis, and the jobs on the other...and the employees in the grid. This seems like it should be easy, no? Do I have to go the html route? Is there a good sample solution I can dissect?

hi, I am working on a event DB for a non-profit. I have 4 tables T1.Members_contact T2 Daily events T3 Events T4 Members_Participated 'Daily events' and 'Events' are Related 'Events' and 'Members_Participated' are related also. In the daily events layout I have a DateField and and portal . The Portal has two fields from eventstable, 1. sl no, 2.eventname In the events layout I want mark mebers participated using portal from the table Memebers_participated Everything workrd fine for me the only problem I faced is that nothing is showing in the second portal which I want to mark members participation any help would be appreciated …

In this example I have a Tape and a portal layout with scene info. How come when I add tapes I can see all of the scenes from all tapes in the scene detailes window. Is the Table set up the right way?? Could someone please look at the solution and see if this is done the right way! Thanks T dvready_Scene_Delete.fp7.zip

Hi! to all how to scrip the button link the Correct record to detail page in the Portal row please open the file thanks!!! fage order_test.zip

hello again everyone was great the last time i needed help so here we go. i have a portal based on a table tracing various district attorneys and the trial they handle. in some cases there are two da's on a single case(lead-assisting). this info is entered by a value list containing an ada_id and ada_lastname. the problem is if i search for the da whose name is in the second portal row(assisting ada) the search results only shows me the result of the first portal role(lead ada). any ideas on how to search on the various portal rows to get the desired result. thanks in advance

I feel like I'm either clueless or having the worst luck. I have this task that should be simple--entering orders for more than one month's of services in one statement/invoice. Rather than using repetitions which are difficult to filter by (in my limited experience). I decided to make a related table using Order# and slap a portal in there. On the layout, I have the business contact information, an Order# and some basic order specifications. In the portal, I want to specify the month of each item and some other descriptors. However, it is not allowing me to enter more than one item/record into the portal, even though I have room for 12 records. Am …

Hi all I just reworked my relationship table and smoothing out some of problems I getting with portals not showing within layout even through there is relationship?, if you have chance to have look at the attached FHPRO7 file and look at the layout Job instruction there are two portal one "items" and other "amendments" can any one see why I not seeing them? (As use them to enter data about the job instruction I very stuck here, looking forward to seeing peoples suggestions regards Damian print_specs_Clone-v6.fp7.zip

FEEL LIKE BEING CREATIVE? YOU CAN HELP ME!!! I am not sure this title covers my question, but let me give it a try. My file setup consists of a server part and a part that users have locally on their own computer, as many times as they have projects. The local file uses the data that are kept on server. When users make their selection from these data, they do so via 8 portals. Each choice filters the available choices in the next portal. I have two questions, hoping for solutions / alternatives that i am overlooking. NOTE: I do NOT use plug ins (not allowed to due to budget cuts) and I am not familiar yet with VB etc. NOTE2: there is no opti…

Hi all, I've been very impressed with these forums and I have a simple question, I think. Referring to the Relationships.png: I have a portal in the (blue) Product table that views the (green) Product_Surface join table. I have value lists created dynamically for the (grey) Finishes and (grey) Base_Material as well as a static surface treatment value list. Referring to the Choosing.png: The only way I've gotten it to work is that the ID's must be present and remain there. This looks ugly and will confuse my simple minded boss. I've checkmarked the box on the value lists that says "Only show values from second field" as you can see from Choosing.png. …

I have a contact database that has a separate table for phone numbers. This allows us to have multiple phone numbers for each contact. Each record in the phone table has a phone number field, a type (home, business, fax, etc.) field, and an ID key field. The question I have is in displaying the phone numbers in the Contact database. I can easily create a portal to the phone table and show all the related phone numbers for each contact. However, I would like a little different functionality, but I'm not sure if it is possible. I am envisioning a portal with only one row, showing one phone number. Next to it, I envision a pop-up menu field displaying the type of …

hi im trying to create a searchengine that searches a through some portalrows in my contacts table. it suppose to search the portal at the first contact, then go to the next contact, search that portal, next contact, search, and so on. when ever it hit the right value it suppose to stick it in another table. the problem is that i cant get it to find the first portalrow in my contacts table. i use the gotoportalrow[first] but i doesn´t seem to find it, it only highlights the contact_id, which happend to be the first field i have. the really funny thing is that if i manually highlight the portalrow (clicking on it) everything works fine... i cant stickt the button…

I'm building a solution for a parts catalog. The records in the main data entry table are called PageSets, which are created on a layout called DataEntry. A portal on the DataEntry layout lists the Parts for the particular PageSet. It does this by way of a match table, LineItems. Related LineItems can be created in the DataEntry layout, within the portal. The key field for relating LineItems to PageSets is an auto-enter serial number in PageSets, PageSetID. Often, when adding a new PageSet, its parts list is very similar to that of an existing PageSet record. So I go to the existing PageSet that I want to duplicate to use as a starting point, and then choose Rec…

I have created a Form with the desire to diplay specific p/n data from FMParts. I have inserted a Portal in that form that contains fields from FMParts. You can see the relationship in the attached jpg. When I do a search for a p/n that is containged in the FMParts file..the data that is displayed is not what I searched for. Help please.

I have to following tables - Project, Role and Address. I want the information added in Role to show in a portal on the Project table. I have done the following. Insert Portal. Show related records from Role. Specified how to sort the records. Number of rows 20 I have then added the fields that I would like to show in the Portal. Still I cannot see anything in the portal. I can imagine that I have not related all the tables right. In define database the following are related ProjectID (Project) = ProjectID (Roles) I am aware that it might seem like a stupid question, but as a rookie I would be very greatful for all advice i can get. Best wish…

I hope i can explain this clearly. I have a parent TASK table. Two children tables, BUDGET and FUNDING, tied to TASK On the main layout I have portals for both children tables. A button script adds a new portal row in BUDGET. When i add a new portal record, I would also like to add a new FUNDING portal record and any data that is typed into BUDGET will get copied into FUNDING. I hope to allow the user to manipulate the data in FUNDING, without touching the fields in BUDGET. How would i accomplish this? Thank you!

I am wondering if it is possbile to only show a specific value of a field inside a portal. For example, If I have a drop down value list where I can choose either birthday party, group event, or coporate, I only ever want my portal to show the values for the birthday parties. Right now I have my relationship(self join) based on reservation type and I am getting all three(birthday party, group, and corporate) to show up in my portal. If anyone could help it would be appreciated thx

Hi all, I've got a portal on my main layout which links to a "Notes" table, where the "Note" field for each record linked to my main layout's "Task" field is displayed. Some of the "Note" fields can contain a LOT of text, but when I browse my layout, it gets truncated to fit inside the field as drawn in the portal. How can I make the portal field 'grow' to show all of the Note text? Many thanks, Steve

I can enter data into a portal and it creates related records, however the data entered into the portal then disappears! The related files remain. I cannot see my related records from the portal. Parent table: Volunteers Related table: Volunteer notes Any help would be appreciated. I am trying to get this database completed.

I have a related field that displays in multiple rows in a portal. I need to create a list in sentence form using the related field as it presents sequentially in the portal (Field occurance 1, Field occurance 2, Field occurance 3, ...) Would I best do this with a script that copies each portal row and pastes the data into global fields, and then concatonates the globals in a calculation? Is there a more elegant way to do this? Thanks

Hello My (grossly simplified) situation is this: I have two tables called Apples and Oranges. They are linked properly using one field. Apples is the main table with records from Oranges displayed in a portal. Apples can be locked to prevent editing or deletion via scripting and the access in the Accounts & Priviledges setup. When this occurs, there is a script that also enables the Oranges records in the portal that prevents them from being edited or deleted. So far so good. My problem is this: Creation of the records in Oranges occurs from the portal on the Apples layout. Once the Apples record has been locked from editing (and at the same time …

I want to be able to sort the rows of a portal manually. If you happen to be a member of Netflix, in order to manage your queue, you rank the movies you want to see in the order you'd like them sent to you. You get an ordered list of every film in your queue with an editable field pre-populated with its current numerical position in the list. For example, if I wanted to move "The Big Lebowski" from position 9 to position 1 in my queue, I'd replace the "9" with "1" in that editable field and hit submit. "Lebowski" jumps up to the top and the previous number 1 film drops to number 2, while the previous number 2 film is reranked to 3 and so on and so forth to number 9,…

Is it possible to have 2 or more portals, both of which access data from the same table yet are sorted by different criteria on the same layout? For example: Portal 1: accesses data from invoices and displays the current weeks records. Portal 2: Displays all invoices for a particular customer. Both portals access data from the invoice table but are sorted differently. Thanks. Rick

I'll bet there is a simple answer to this that I am missing. How do you set a checkbox with a script? It's not working consistently for me with records viewed through a portal. I can uncheck by setting the box value to null. However, setting the value to 1 only works for one record. The checkbox is only there to indicate that a record has been related with another through a join table. I just need checkbox on and off.

I would like to display a found set in a list-like format, using a portal on a Form View rather than using a List View. (I'm placing it on a tab layout which is in Form View.) I thought I could do it by creating a relationship between Contacts and Contacts_SelfJoined, and having the portal show records from Contacts_SelfJoined, but it only shows the current record, not the entire foundset. I think GTRR must play a role, since it allows me to specify "Show Only Related Records matching all records in current found set" but I can't figure out how to use it. Any help would be greatly appreciated! Chap

I am building a task management solution. The main screen contains a series of (one row) portals which display the most recent activity a worker has been engaged in. If the worker is currently engaged in that activity the portal is highlighted from behind with a yellow container field. This is pretty handy. At a glance you can see what everybody is up to and who's on board right now. I would like to be able to click onto a portal row and go to the related record for that row. I would like to be able to view that record from a different layout where I could include more information. My portals are presented as separate rows because of the yellow…

How do you get a portal on one layout to display the found set from another layout? My portal holds 5 records. I would like this portal to only display records which have the STATUS FIELD set to "active". Right now this portal shows the first five record from the other layout. It does not sort for the characteristic "active". If anybody can tell me how to accomplish this I would be your most humble servant. Jarvis

Hopefully I can explain what I'm trying to do clearly. The table I'm working with has records for each student. There is a portal in this layout that lists what number the student ranked each studio. It will always be ranked 1-9. So the portal just contains the field Rank and Studio. What I need to do is summarize a count of how many people ranked each studio 1,2,3,4,5,6,7,8, or 9. The other problem is that I want this at the end of a layout. The report above it is a listing of each student and their respective studio rankings. I attached a picture of how it looks now which is how I want it to look. But I had to create 162 fields just for t…

Hello, I have a problem with displaying related records from a match field in a portal. Ok I have a field that users can enter search criteria. Ex) If they enter pr I would like to display everthing in the portal beneath the search that starts with pr. I have a self join relationship with the search string(text,global) to a calculated field with the product including the number of characters. Search_String <-> Left(Search_String;Search_String_Length) (I also create the search string length from the first portal and set it as a global to create the calculation field). I can not get this relationship to work, So if any one has any advise I …

Hi, I'm a newbie. I thought this problem would be easy to solve for me but I was wrong. I have a table that contains- RecordID, CustName, UserName, Password. I want a layout that would show a list on the left side of the layout containing all CustNames (with scrollbar), a user could click on a name in the list and the Username and Password for that record would show up in two fields on right side of the layout. Can anyone start me off in the right direction? Thanks, Kevin

hi, i have a layout with a portal in it, it displays fine in layout mode. however, when i print it it always shows an extra record. the 'allow creation of new records' is unticked for the relationships. any ideas? thanks

Hi I've been working on a pretty large (well for me) database for a while now and the client has one final request, which has me stumped! I have two portals each containing a list. When I click on a row in portal 1 it appears in portal 2(All thanks to Reed : - Topic#174330 for those who would like to check out how to do this). What I now need to do is omit the item from portal 1 when it is transferred to portal 2 and visa-versa when it is removed from portal 2. Hopefully that makes sense, because I could really use a hand with this one! Thanks

Hi, I have a problem and I need some help. I’m a very beginner. I use FM8 on XP for the first time and as usually, it’s painful when you don’t know the software and especially scripting part. This is my problem. Let say I have one layout with portal, the main table and the related table – it’s in the portal. Now, if I have some records, it’s displayed in the portal. One record in the portal has ID record form another table. I would like to know: 1) how can I check the number of records in the portal (tab: Class & ScheduleClass) ? One field in the table ScheduleClass is populated from value list based on the table Plage. 2) if there are some records…

I am creating a bookings / scheduling system using FilemakerPro 8. I have two tables, one containing all the booking details and one containing client names, addresses, phone numbers etc. I want to be able to do the following: 1. Create a new record containing the booking details. 2. Have a pop-up menu showing a list of companies from the client list table. The user then selects one, for example Acme Industries. 3. Have another pop-up menu listing only the people who work at that chosen company. The user then chooses which person from Acme Industries. 4. Have the phone number of the selected person (this is stored in the 'clients' database) displayed automati…

Hi, Need some more newbie help, cant seem to locate info or figure this one out on my own. I currently have 2 tables, I have a portal from table 2, but what is messing me up is the first field from the second table. I have 4 fields in this portal, for some reason the first field will reproduce the same data in each field. For example if I enter the following via the portal: (each number will represent data into a separate field) 1 2 3 4 (all is well, until I start to enter more data below if I enter 5 6 7 8…this is what shows up 1 6 7 8. So what I have is: 1 2 3 4 1 6 7 8 1 9 0 etc. The first field keeps changing to the…

Hi, Newbie question i think. I have a related field that displays in multiple (26) rows in a portal. I want to put all the information from this portal into a field that I can insert into a calculation so I can email it. to someone. How do I get the contents from the portal into another field that I can email? Much Appreciated

Hello I am kinda at a stand still with this one form I am working on. Ive attached it for your visual reference. Heres what I am trying to do: Its a contacts page using a Tab Controlled Form to seperate contacts by groups. Then using portals to retrieve that information and display it the correct Tabbed page. So for instance, if Company Test 1 was associated with Group 1 from the drop down menu, I would like that Company to show up only on the Group 1 Tabbed Portal. And say if Company Test 4 was associated with Group 3, I would like that Companies information to show up only on the Group 3 Tabbed Portal. I am kinda getting some results from the 'gues…

Some of my portals defualt to having an extra line to add a new record, while others do not have the extra line for quick, new records. How does one turn this extra line on and off?

Hi, I have a traditional Invoice layout containing a portal that lists the Lineitems. Until now, line items are added/deleted/modified as portal rows. No problem. Now I need to implement an edit that cannot reasonably be done by editing a field in a portal row. For this, I want to open a new window, show the LineItem record, allow the edit to be made, and close the window. I placed a button in the portal row layout, which runs a script that creates a new window and does a Go To Related Record (to display the LineItem record in question). The layout here contains about 30 checkboxes that set a multi-value field in the LineItem record. It works, except on "new…

I know this should be easy but... I want users to only information into a portal, not see the file where the info is kept. I have a button that creates a new portal row, but when I try to click into it and enter information, it selects the entire row and won't enter into any fields. I've got "Allow creation of new records" turned on. Can anyone tell me what I'm overlooking? Thank you!

Newbie here. I have a self join relationship for Tasks. I have a layout that shows a portal of a few fields for all the tasks. I want to be able to select one of the portal rows and open it in a new layout to show all of the details for that task. How would i script this with an "open selected task" button on the main task layout? Thanks for any guidance.

I have a many-to-many relationship between Contacts and Companies. I want to add a new Contact from a Company Layout. Do I... 1. Use a script to set the ID field relationships? 2. Use a Portal from the CompanyContact Join table? Using the Contact Portal in the Company table does not seem to work in this case. I know 1. & 2. work, but what would a pro do?

I have a script that runs by clicking a button in a portal row. In order for the script to complete its steps, I have to click anywhere outside of the portal. Is there a way to eliminate this step? Thank you

i am looking to use a massive portal filter/query in fm7. i have 6 fields of various types i want to filter with, and i want the ability to select "all" from each of the fields. i'm having trouble getting my head around a decent solution here and am still struggling through the new relationship model. it's a 1 file system and the portal will show records from just one table (of course). i just can't find a nice way to make the huge portal filter work. each record in the bugs table has the following properties, amongst others: status - can be 1 of 4 text choices from value list target - can be 1 of unlimited text choices from value list prior1 - can be 1 o…

I have been beating my head against the wall trying to figure this out! I want to print a record, but at the same time create a log of the record in a seperate file. Here is my code: Go to Field [select/perform; Office Copy Card Activity::Date] Go to Portal Row [select; Last] Set Field [Office Copy Card Activity::Date; Get( CurrentDate)] Set Field [Office Copy Card Activity::Time; Get( CurrentTime)] ... I have created a relationship between the 2 files, but everytime I run the script and expect there to be a record created in the other file there is nothing! Please help!

sorry if this is posted in the wrong location. I'm working on documentation for my latest solution which requires a lot of screenshots. To get a little better image for print I increase the view size to 150% to do my screenshot. Today I noticed that my portals were slighly off when viewed at this size. at 100 and 200 % they look fine as intended but at 150 they are off. In the "object size" palette they stays the same but viewed on screen they get a little taller as if they gained a few pixels in height. Can anyone confirm this as a bug?

I've went through and read all the posts i could find relating to portal sorting/filtering but i am still am having an issue. The issue being: I have a portal wich displays all the records in my "contractor" table. I have another table "FP" wich has info regarding our jobs. These two tables are related by a field called "recordID" in each respectivly. There are mutltiple "contractor" records, for every one "FP" record. The "Contractor" records that correspond to the "FP" record share the same "recordID". I need the portal to display only the records that have a "recordID" that corresponds to the "FP" record Im on. Sorry if this sounds a bit con…

Hi. I have a main table, contracts table and amendments table. Main can have multiple contracts and contracts can have multiple amendments. I have a portal for contracts on the main table. I can successfully add multiple contracts. Now I need to be able to select a contract row and be able to add an amendment (or several) for that contract record. How would this be handled? Thanks for any help!

All I am in need of what I thought would be a simple solution. No luck. I have 1 table that is a summary list of my clients. In it there is a unique 6 digit client id number. The second table has multiple records per client. There also exists the same 6 digit client id number in each record. As the number of times a client could pay is different, there can be anywhere from 1 to 4 (or more) different records per client in table 2. I have used the sum(child table::amount) calculation. It works. Kind of. I'm only getting a result returned for those clients that have 1 payment record. Those clients with more than one are not showing up. I know…

I am having tis problem when I lock one field in my portal for editing, all the fields in the portal become locked to editing. Any suggestions where I went wrong? :

I am having trouble finding an elegant solution to this problem. I have a portal which displays 50 records on a layout. However the found set can contain from 1 to 500+ records. What I am not sure how to do is allow a button to be created if the count of records is greater than 50, so the user knows that there are more records found and can click on the button to show those records in the portal and so on for the next 50 etc. This is exactly like the forums here, where x number of records are shown on a page with buttons at the bottom to go to page 2, 3, 4 etc. I can achieve this with multiple layouts and scripts, but I need one of each for each set of 50 reco…

Is it possible to display a "<>" from another table? If I add a ":" like <<:text>> it shows me the <> called?? Thanks TMAS

I have 1 Table called CONTACT Each contact has the following fields: Name (Text) ID (Unique auto Entry) ID_List_g (Global Multikey) Record_Number_cu (Unstored Calculation) There are two occurances of the CONTACT Table: CONTACT_RECORD CONTACT_LIST The relationship between the two is occurances is: CONTACT_RECORD::ID_List_g to CONTACT_LIST_::ID There are three layouts One using Table occurance CONTACT_RECORD viewed as a Form: CONTACT_RECORD_layout Two using Table occurence CONTACT_LIST viewed as a List: CONTACT_LIST_NAMES_layout CONTACT_LIST_IDs_layout The layout CONTACT_RECORD_layout contains 2 Fields and …

I have a FM5.5 File that open up in FM6. I have portal and in this portal there are about 32 records. Is there a way where I can page break the portal when printing after 16 records? If so how?

Is it possible in Fmkr 8 to nest portals? That is, put a portal inside another portal? Table A is linked to Table B; Table B to Table C. I'd like to put a portal on a Table A layout showing related Table B records. In that portal I need a second portal showing Table C records related to the Table B records in the outer portal. When I try this the inner portal shows up in only the first record of the outer portal, and shows all the related Table C records indirectly related to the Table A record.

So I got Portal Of salary to each employee This portal get a new line each payroll day I like to create a Table that will show each employee payroll information, But I like to have the option that i can change the date and get the payroll for that specific date to all of the employees on the table. The date in the portal is a drop down menue that each payroll got a specific date. PLS edvice , THNKS

Hi I need somehow to rotate a portal field (is it possible) if not is there any way to display portal info with a 90 degree rotation? Also if there isn't how is it possible to just have one layout horizontal letter size insted of vertical?? Any clues? Thanks

Hi, i have a field that calculates the fiscal year of the current date. I also have a portal of related records that are sorted by the fiscal year, including previous and upcoming fiscal years. How would i highlight the row in the portal for the current fiscal year? i think i have seen something similar to this done before. perhaps a container field with a fill color behind the fields?

I have a tabbed layout based on Contacts table. One of the tabs shows two portals. The top portal is based on the relationship between Contacts and Donations (Contacts is the foreign key in Donations). The bottom (second) portal is based on the join table Project Details between Donations and Projects - the join table has Project ID related to table Projects and the Donation ID related to table Donations. The relationship between table Donations and the join table Project details allows for creation of records in that portal. What I would like to do is the following: when I want to create a record in the second portal, I want to be able to click a button in a r…

I have my database set up so a portal returns the results I want to see. The portal will have either one or two records displayed in it. I need to take this data and put it into an email message. Portal shows: Bob Smith Jane Doe In the email message that I'm sending out I want to say "Please contact Bob Smith or Jane Doe." or "Please contact Bob Smith." depending on the number of records showing in the portal. So, I need a way to take the results showing in the portal and combine them into one field so I can put the combined field into my email message. thanks, Hardy

I’m trying to create a dynamic search using a portal, with some values related to other tables, but I cannot get this to work. Here are the details: I have two tables: PRODUCTS and TASKS. Each product has a Product ID, Customer, and Department. On each product page, I have a portal to the TASKS table in which I can create tasks that automatically inherit the Product ID from the product. I also have a Tasks Search page, which is a tasks layout with a portal to a copy of the TASKS table. I want the user to be able to choose a Customer and Department from drop-down lists at the top of the page to see the related tasks in the portal below. For my key fields bet…

Hi I have been using single row portals to fake tab controls in FM 8 (I want to be able to dynamically show or hide tabs, which is not possible using the built in tab control). The tab graphics are displayed from global variables. It was all working well, then I upgraded to 8.0v3 After the upgrade a duplicate of my graphic started to appear under the original for each portal being displayed (looked as though it was a second portal row - however these are only single row portals ) I pulled everything apart, resized it all etc to no avail. I then re-created the whole thing and it works properly again!! Seems that maybe something has been corrupted in t…

I have a portal based on a relationship that is using the ">" symbol to define the range of related records. I am trying to use a button script within the portal to set a field. The script keeps returning the first value of the portal instead of the row that I am clicking on. How can I resolve this problem? Also...is there a setting to make this website send me an email with a link back to this thread? I find myself constantly having to manually navigate to threads that I have subscribed to.

Hi. I'm a new user to FileMaker 6.0 on Mac. I've got three databases containing patient information from our rehabilitation centre. All of the databases have clinical information for each patient but we report the information to 3 different insurers. Therefore there are three separate databases (each patient has a patient_id field in each database). I didn't create these databases and I'm not sure if this is the best way to set it up but that's how it is and my employer does not want to make major changes to these databases. I want to create a new database that contains results of a series of functional tests (ex. lifting, carrying, pushing/pulling, etc). This datab…

Hello. I have a donation table where each time a client donates I create a new record for each input. I would like to create a List layout where each client's totals are summed up. I do have a sum field set up to grab. My problem is that when I try creating a list, it lists each time that one person donated. I would like for the table to list the person *once* along with their total donation and not as many times as they have donated. Sorry if this is a repeat topic. I couldn't find an answer. I appreciate any help. Thanks.

Is this possible? I presently have 3 layouts with specific portals on each showing a production schedule for 1 of 3 pieces of equipment. Each layout refers to a specific relationship I have created and they all work fine. When I try to put 3 portals on one layout, I am stuck. How do I get the layout to refer to 3 different relationships or do I created one relationship for the 3 portals?

I have a table called Bands that has a single field called BandLetter populated with 'a' to 'z' one letter for each record. I have another table called Blocks that has various fields and a field called BandLetter that is linked to the Band table. I want to choose a band letter from the table Bands for each record in the table Blocks. I have tried to make a drop down, pop up, value list (although I'm not sure a value list is what I want. Anyway I can't do it or it wont work. I am a complete beginner and hope this is not too silly a question.

Hey everybody, Quick question. I have a layout that uses the "Company" table as its main table. In this layout, however, I have a portal that displays data from the "ToDoList" table. I have buttons mapped to the portal that call a script when you click on them. A parameter is passed to the script that contains the "primary key" of the "ToDoList" record that the user clicked on. So the primary key may be "8", but the actual record may only be 5th in the list. I tried passing the parameter Get(RecordNumber), but it would return the RecordNumber of the Company table, not the ToDoList table, so I would get the same value no matter which record I…

I'm new to FM7, I've created an inventory DB. I want to use the "Invoice Detail" layout containing a portal for creating an invoice but every time I enter data for the invoice it disappears on me, it shows up on my "Item Detail Information" layout but not on the "Invoice Detail" portal. I'm getting very confused as to the relationships of portals/ layouts/ tables, the more I try to fix it the more confused I get, I've included a stripped down version of my file, can anyone shed some light as to what I'm doing wrong. Thanks Derek_Roberts_Inventory_Copy_3.zip

ok... basically I want to display a portal, but I only want it to diplay unique values, I am not sure if that makes sense though. The field I want to display in the portal is the Document Type field, and there maybe be several records that are the same Document Type, but I want to make it so that each Document Type for a related record only shows up once in the portal. so instead of the portal looking like this: Standard Standard Special Special Special Non Public it would look like this: Standard Special Non Public oh, and I am using FileMaker 6 on Windows XP...

I created an invoice DB in FM 7 which worked the way I wanted it to, I mistakenly changed the relationship & now I can't make it work again, I'm getting too confused & I don't know what I'm doing wrong. I created a portal for entering new invoices but now when I enter the new invoice & commit the record the data disappears. Can someone make a suggestion as to what I'm not doing?

Hi, im kinda new here, im having problem with my portal and getnthrecord. heres my database, i have a main form called delivery w/ portal record. in my protal i have item no, quantity, unit, description, unit price and amount. and in my delivery i want a calculating field that will store item no. seperating with comma e.g. (2234A, 2334C, 3233C). i can't get it work with getnthrecord. is there anyway to do this w/ out using script? i want this to be automated. sometimes our user doesnt use button to exit layout. regards, clie

I have a container field that changes color depending on the value of another field. If the field current status = "in process", this container field turns yellow. This container field lives at the back of a list type layout and highlites the whole record based on status condition. So far, so good. I would like to have this container field highlight individual rows of a portal. If any record within that portal is "in process", I would like that portal row to turn yellow. Is there anyway to do this? Thanks, Jarvis

I have no idea what type of field I would use for this, its just a shot in the dark. I have 2 fields that I am typing basic HTML code into, bolds, lists, etc. I would like to preview them in another field next to it so I dont have to copy and paste it into a temp file for preview. Any Ideas how I would accomplish this?

I want to duplicate a record that has portal records on the layout. Only the main record duplicated, the related portal records did not duplicate. I can understand why, but why isn't there a function or script step that lets me include the related portal records too? Perhaps a person more familiar with portals and FMP8 has accomplished this already. The main record and the portal are related using a primary key and foreign key relationship using just one unique field that is serialized.

i made a potal on a related layout. layout has a bunch of global feilds with choicec(check boxes) i made a script that for every option choosen the script goes to the last row of hte portal (the entry row) and puts in info... i have everything checked that i would need to, to make new records through a portal...and my relation ship is good because i can see records that are already there. it gives me the same error message as when you try to edit a calculation feild...but none of the feilds are calc feilds...help please

I am a newbie to forums and relatively new to FM. I seem to be suffering a recurring FM issue and need some advice. I have a "people" database containing names and address info. Not surprisingly I have some records of people who have the same name, but obviously different addresses. My problem is, when I view the list of people via a pop-list in a portal in another database it only displays one occurence of an individuals name, even though there could be 2 or 3 people with the same name. How do I get around this this...? Each person has their own unique ID, but this seems to make little difference. My only solution so far is to differentiate names by adding a…

i have a portal and i have added a button, so each portal row has a button. How could i make it so if i click on it goes to the related record of a different portal row,instead of the portal row the button is on. eg I click on the button in portal row 1 and it takes me to the related record of portal row 2

I am working on a report to show sales figures for this week vs. last week vs. 2 weeks ago vs. 3 weeks ago, etc. Week: This week last week 2 week ago 3 week ago ... website 1 $A $B $C $D dept 1 $E $F $G $H ... dept 2 dept 3 website 2 dept 1 dept 2 dept 3 ... LaRetta and kjoe taught me how to standardize the weeks into buckets. Now in order to fill out the rest of the report I have to create a separate relationship for each statistic. That is, to summarize sales for $A, I have a relationship : TargetWeek&website1 to the sales transaction data and a variab…

Hello, I have a datbase of talk show guests, however I need to input 5-10 different contact numbers and email addresses per guest. I tried this when I first started with FM and I used repeating fields, not going that way now. I want to use a portal, however how can I do this with a self-join relationship when there are over 25 other fields besides the email address or telephone number fields? Wouldn't I be creating duplicate Guests in our database in order to put in one phone number or email address per record? Thanks and God Bless! David

How do I get related records formatted in a calculation? I'm trying to build emails that show client information, including the into from related records. Is there some way to loop through, or specify to go to the next record? Here what I have now. It works for only the first record, but then doesn't change to the next record next. ======================= Last year you received:¶ ¶ " & tblDistributorDetails::QMags & " " & tblMagazines::MagName & "¶ " & tblDistributorDetails::QMags & " " & tblMagazines::MagName & "¶ " & tblDistributorDetails::QMags & " " & tblMagazines::MagName & "¶ …

Hi, I hop you guys can give me some edvice... I like to create data base of employees(wich i did) and put inside the salary of each one, every payroll i need to print the list and salary of each one. The problem is if i will change the salary for someone i cannot print again the salary from the past any more... I know I need a portal and I know how to use it but I like to be able that each salary reporrt will be on individual record that designae by date so I can go back to any date of payroll and see the information...any help ?

Ok i have the following two tables. Member(Name,Country,Points,Ranking,Season ID) Seasons(Name,Comment,Season ID) I have also created a self link from season to season based on Season ID,using a second occurence/copy of the season table(Seasonscopy).I changed the relationship from '=' to 'x'(ie match all records.) It is season 1 currently so i have assigned members to season 1 then created a portal to show related records from member. When a certain date arrives, i will start season 2. When i do this i want all the points in member layout to reset to 0 and the season field to change to season 2 for everyone. A new record will then be created…

i have a main database and a related one for weekly progress notes. the thing is a friend was kind enough to help me with this but i dont know how to rename the files and still have them working the way they should with each other. I tried using the built in fm7 file rename tool but it didnt work for me. If someone would be kind enough to just steer me in the right direction and tell me which field to rename so the progress note portal still works it would be wonderful. username: administrator no password thaks in advance guys. DRC_2004_Progress.zip

Hello, I am trying to find the value of the field Full Name (located in a portal row) in standard field(which is in ValueList format). i.e. Case ( DB1::Full Name = DB2::CombinedFullName; "Yes, the value of Full Name does exist somewhere in the field CombinedFullName; "No, the value of Full Name does NOT exist anywhere in the field CombinedFullName" ) If only one value exists in CombinedFullName, then it comes back true, otherwise it doesn't find it. Thanks and God Bless! David Ps. I am trying to use a Calculation; non-scripted if possible.

Hello. I am looking for feedback or recommendations on how to implement this scenario: A contract for a person could have up to 50 or so fields… a person could have 1 to 20 or so contracts………and I would like to implement a method to see the history of the previous contracts. So I was thinking portal, but a portal with 50 or so fields? Your advice is greatly appreciated Thanks in advance

I know somebody must have experienced this already... When entering a new record from the file represented by the portal, the record is not visible in the portal until I go to another layout and come back. What am I not doing at the close of the file? This db was first written in FM5, converted to 8 and uses separate files not tables.

Hello again ! Is it possible to use an autocomplete function via relationship ? I have one table that is used to select a person. A person id-number is a key field to person database. I wanted to keep it simple and have just one field to fill in id and below that a portal which shows matching names when id is written. It would be cool if the portal is filled when just writing the first numbers of the id and then you could select the correct person. Thanks in advance again Arttu

I've been using the same database program (that I wrote) for over a year. It has 4 related tables: 1)BORROWERS 2)NOTES 3)EXCEPTIONS 4)COLLATERAL. I own a company that provides examinations to commercial banks. The tables are all linked with "BORROWERNUMBER" field, a unique field for each borrower in the bank. NOTES, EXCEPTIONS, and COLLATERAL are child tables linked to BORROWERS, the parent. I input "exceptions" (things that are wrong with the loans) in a Layout that uses BORROWERS as the main table and EXCEPTIONS as the child with a one to many relationship. This has worked smoothly for a year now. All of a sudden, and only at one bank, when I enter except…

I have a portal in my project which is displaying by quarter the amount of payment to a certain party. I want to add into the same portal the amount paid to that party total. (A summary of the amount of payment from all quarters for a given party) I can't seem to find the correct way of doing this. Any help would be appreciated. jon