Portals

I'm trying to slide my data in my portal for printing. It isn't refelcting in my preview. Can this be done in a portal?

I have a portal showing LAST NAME, FIRST NAME The relationship is dynamic in that the user can choose via clicking a button, to show only last names starting with A or B or C etc. They can also type in and see all names starting with JONES, SMITH (or any partial letters). All of this works perfectly. However, the portal doesn't always sort correctly. I have tried sorting at the relationship level (LAST NAME, FIRST NAME) I tried sorting at the portal in the layout in the same way. I've tried with both on or one or the other on. Every time - it usually sorts. However, when I click in the portal, then click on the letter choices outside the p…

Hope that I can describe this problem. I have a check book with a starting balance of 300.00 dollars. I want to use the portal as a general on going balance sheet. I have not found a way to add a expense or a deposit and automatically calculate a on going balance as the new protal record is created. This is what I have done so far. Global start balance = $300.00 Protal layout Example indexID, Expense,Deposit,balance 1 , 10 , 0 , 290 2 , 20 , 0 , 270 3 , 0 , 200 , 470 -------------------------------- 4 ,0 , 0 , 470 this record has not been calculate yet I want each new record t…

Hi everyone, I am pretty much familiar with FM. I have been using a home-grown solution that started in 2 [?] and has grown over the years and has served me very well. Now, I want to automate some of the tedium, and need some help. The relevant tables are proposal, invoice, and tasks [a simple flat list with the usual taks-list fields]. My invoice is attached, in layout form, and the relevant area is highlighted. What I want is: I want all tasks for the project to appear in the portal. I want to scroll the portal, and assign the curent invoice number to tasks as appropriate. Then, I want the resulting list to be sorted by date completed. It sound…

Hi all, I apologize of this is in the wrong forum (I could not tell whether it belonged in portals or value-lists). I have a simple database with three tables: ActorsTable (ActorID, ActorName) JoinTable (ActorID, SkitID) SkitTable (SkitID, SkitName) with a Portal (JoinTable::ActorID)(ActorsTable::ActorName) I am using a value-list based on the fields ActorID and ActorName (from the ActorsTable), to add the actors to the portal on the skit table. The problem I have is that I can add an actor multiple times in the portal. Is there some way to filter a value-list to exclude actors that have already been added to the portal (but will …

So, here's the deal. The pieces: 1: "Quote" database (where my company stores quotes to customers for parts to be sold, etc) 2: "QuoteElements" database (where the individual line-items for the quotes are stored, each as a record) I have 2 portals in my main layout of the Quote database. One portal shows the items available via a standard one-to-many relationship, based on the Quote's UID. The items in the portal are the line items for THAT quote. Tab to the next record, it adds a new line item, happy happy. What I'd like the second portal to do, (but it doesn't) is for it to show what I call "common items" that we can simply click and have added to the cu…

Hi All, I'm creating a patient database for multiple clinics ("Locations"). So, I've created two tables Patients and Locations. In the Patients layout, I have a pulldown menu that displays all of the available Locations. When a Location is chosen, Locations::Key field is tied to the Patient record by Patient::KeyLocation field. Here is my problem. In the Location layout, I want to show a list of all patients whose Patient::KeyLocation matches that particular Locations::Key. Here was what I thought would do this: I created an equality relationship between Patient::KeyLocation and Location::Key. I then created a portal in the Location layout to display P…

Hi, I must be doing some thing wrong with my Portal and relationship tables as I not getting data showing on my portals does any one have any tip attached are some screen dumps regards Hacky ;)

Hi everyone, I have a question regarding strange field behaviour that I've seen a couple of times. I'm quite sure that it's a result of one of the many gaps in my filemaker knowledge and I won't go into detail because I'm certain someone will recognise the symptom... Basically, I when I fill out a field in a portal row it seems to fill out for *all* records, depending on which table occurence the field is directed to. Or just fills out the one field but where that record should show up in another portal (via a relationship based on the problematic field containing that value), a different record appears instead of the one that should. I'm a little shaky on…

I'm stuck on two issues. See my attached sample database. Go to the "Songs" layout - it should open on this layout. Read the "Notes" section on each of the seven records in the "Songs" layout. Issue #1 - I think this will be fairly easy for a FM genius to solve. Issue #2 - I wondering if it's possible. - maybe LaRetta, Lee, Comment or some other FM genius can figure this out :P Songs.fp7.zip

I have FM 8, but all of my solutions are still running on 6. and one big issue for us is having more than one portal on a layout. Is this now possible in FM8? [our invoices need to have data from our reimbursables, as well as billing information]. Thanks!

I have a portal which shows transactions, in descending date value. I would like the users to be able to add records using the portal. The issue is that the fields where you may add a record appear at the end of what can be a long list. Is there a way to make the area for adding a record show up at the top of the list rather than at the bottom? Thank you, Linda Markarian

I have recently converted a FM5 data application to FM7 hosted on an OsX machine. The conversion worked very smoothly but I am finding little things that do not work right. This one is being a real problem. The customer file layout has a portal to an order file; the order file is related by a customer number. The order file is also related to a line item file by the order number. A new order is created from the customer layout by a button that creates a new order record through the portal on the layout then opens that orders file and allows the addition of line items through a portal in the order file layout. When I first tried this new order process on the converted app,…

Hello, Suppose I have a portal containing 40 names, in ascending order, and it is configured to show 10. I have a script that adds a new record and then highlights this newly added record. However, if I add someone whose last name is "Smith", that record will most likely appear out of view. Is there any way I can scroll so that the newly added record appears? I was thinking of using the Go to Portal Row step with a calculation, but I don't know a way of determining in which row "Smith" appears. Regards, Sean Mills

I've attached a sample of a standard portal. Our users edit the text from within the portals, and as they select each row, they 'see' less text each time. The fourth row of this portal only shows one line of text, rather than all three lines as with the first row in the portal. Is there any way around this ? Thanks in advance . . . portal.zip

Hi I'm moving some old simple multi-file FM 5 databases over to FM 7. It's for tracking Assignment Scores and should be easy but I'm having some trouble. Currently I have these tables Student * StudentID * Name Assignment * StudentID * AssignNo (1-4) * Mark plus some other stuff I've removed to keep it simple. It used to be one student file and 4 assignment files that were linked together. I've created and linked the tables above by the StudentID. Basically I want to do two things. 1. Have a Layout that shows the Student on one line with all 4 of there Assignment Scores. I've tried a Portal but that puts it over 4 …

OK, maybe there is another way to do this but I wanted to keep it simple so maybe there is a good suggestion out there. I have a portal, within which I may have 1 record, and may have as many as 150 records in it. I want to format a page to print the records in the portal but I cannot seem to find a way to do this so it uses only as many pages as necessary. If I put in 'show 75 records', the portal takes up more than one 8.5x11 page on my page layout, but I assumed that if I clicked the box in the the sliding/printing feature, it would ignore the format. This seems not to be the case. Do I have to print from the other file altogether, formatting a page exa…

How do I add headlines to a portal? When I add a portal to a layout, the field names appear in the record field. There has got to be a way to place them in headlines but I am too clumsy to figure it out.

It seems it's my week for show-and-tell. I decided to put the post here in portals in case anyone else ran into the situation. Portal data is date/time fields. Photo 1: As you see it displays incorrectly although the data is correct and it is a date field. Photo 2: Clicking into field fixes it. Photo 3: And it STAYS fixed until I minimize the FM application window. Upon opening FM again, the fields have revered back to wonky. I have tried Refresh Window [flush cache join results], switching to Preview, even retyping the data in the fields. They continue to break. I have tried 'Leave as Entered, display as date to no effect). I have also duplicated it in…

Okay, I don't know how well I will describe what I want to do, but hopefully someone full of knowledge will help me. I want to create seperate tables that categories distinct bits of information. For example, it is a bunch of products. I want everything in product A to be in its own table, everything from product B to be in its own table, etc. I want to be able to have a title distinguishing them. Then I want to be able omit things that have been either canceled or complete. How do I create portals? and a script for these. I want it so I can easily print and see what is is currently in production by product line. My last boss did this, but I don't know…

I’m new to Filemaker. I use FilemakerPro 8 on an iMacG5 OSX. I have been able to successfully relate 3 tables (Customers, Line Items, and Invoice). I am stuck on how to get the Line Items into the Invoice layout. I have tried using a portal, but the number of rows in the portal that I set up may not correspond with the number of rows of line items that are to be viewed in the portal each time an new invoice is created. The problem is that some of the invoices that I write are for only one item, and some of the invoices show almost 100 line items…and anything in between. I realize that the number of rows in the portal can be changed, but switching to layout then chang…

I am working for a PBS station and currently I am working on putting our pledge activities in a database. For our TV pledges, I created a program table, a scheduling table and a program_premium table (a table between premium item and program). I join program table to program_premium table, then join program to scheduling table. The data entry works great. All you need to do is add a program record and add in the pledge breaks in a scheduling portal, then select the premium offer in the program_premium portal. The problem is when I try to run a report to see what was offering and the date and time of pledge. I pull the records from program table. I use tow portals one…

I'm sure this forum has touched this topic. How do you get the blank portal record to appear at the top of the portal rather than the bottom? Is it possible with FM6?

Hi To All, Is it possible to extend a button on a portal row based on a calculation in the realted table? (Maybe through repeating field.) That would mean that a button above might have 1repeat showing and the next 2. This would give me the ability to use the script parameter to navigate to another table. Thanks for any help on this, Lance

I have a portal with many customers. On the same layout i would like to have 26 Radio Buttons (A-Z) and be able to view only the selected letter in the Customer portal. Is there a way to do this. It's gotta be some sort of Sort, but i cannot figure it out. Please Help. TIA Mike

Hi, Not sure if this is the correct forum but I think my problem is to do with portals. What I want to set up is a dynamic customer entry field on a jobs worksheet. It is reasonably important that this sheet is as simple as possible as mouse to keyboard movements should be limited, and end users have low end keyboard skills - i.e. not computer operators) On this jobsheet what I would like staff to be able to do is start typing the name of the customer and the field will auto fill based on typing. If the customer is a match (previous customer) it will then auto populate client details including client ID and if appropriate their account number. If not allow the…

Hi, I'm trying to think how to create a calendar / scheduler like that provided in Outlook. I want to show 1 day at a time, and then have 20 or so 30 minute appointments displayed (for a Doctor Surgery). I thought of creating a 'Date' table and then a portal (Appointments table) with appointment times, but, I really want blank appointments to be listed (so we know what's free), and the only way I can think to do that would be to create millions of mostly blank records in the Appointment table before releasing the software. Is there a way to display all the blank spots where free appointments lie, without creating a record first? Buggered if I can think…

I'm resposting this because I'm told this is a "filtered portal" question. I'm trying to figure out how I can populate a list of all client names when "status" field reads "Confirmed by Phone" or "Confirmed by e-mail". I have over 2000 records. I offer a service for weddings. When a client calls or emails me to tell me they want to book I change their record "status" to "Confirmed by phone" or "Confirmed by e-mail". Sometimes people can be flakey and I need a reminder to call them about getting contracts and deposit's in. I would like to have a field that will poplutate a list of names from peoples records that read "Confirmed by phone" or "Confirmed by e…

Hi all, I have three tables, one with client details in, one with stock details and a third which I am creating to store 'want lists' of clients. eg Client A might want a t-shirt that is red and size XXL, so I would add a record in the third table, which has teh colour and size fields filled in. Then when I am browsing the stock table if I browse to a t-shirt that is red and XXL, the portal would show the Clients name, showing they are interested in it. Anyone have any ideas how I can go about it?

Hi everyone! I'm having a problem with some portals and I wonder if someone could give some advice... I have a contacts table and a tasks table. Firstly, I want to be able to filter portal 'a' to show tasks by status - which I have done with a global field with the task status value list. - not started - in progress - waiting on response - complete But I would also like to be able to filter portal 'a' to show all tasks that are not 'complete' as well as by the other status categories. Secondly, I would like to be able to click on a row in portal 'a', highlight the row - which again I have done - and then the problem is getting the details t…

I am not sure this can be done. I have tried setting up several different scenarios and relationships with no luck. I would like to have a single field portal, showing contact name, running alongside my contact name layout so that I can click on the name in the portal and the correct record shows on the page as well. I know I have seen examples of this or something similar but I have not been able to find it. I saw a training video by MAtt Petrowsky that I thought would do it but it was a completely different application. Any help would be appreciated. Thanks, Al

Hello everyone I am offering my user a list of existing records to use as templates. I am allowing them to filter the list down by offering the list through a self join portal. Is there any way to script it so that they can duplicate their selected portal row by simply clicking on it without the extra 'blank' record that switching on 'allow creation of records via this relationship' creates on the last row of the portal Thanks in advance Phil

Hello to All, I'm working on a file for my Wife's Osteopathic Practice. It is intentionally very simple and i am trying to contain it to as few layouts as is possible to make it as easy as possible to use. I have the following tables, patient, bookings, invoice and product. In the patient window i have a portal to bookings and in the invoice table i have a portal also to bookings but with different fields showing. In the patient layout "bookings" portal i have an (invoice) yes/no field which i would like to effect which records appear in the invoice layout "bookings" portal. The yes/no field is defaulted to no. The idea is that in order to produce an invoi…

As I continue to work my way through the FMP 8 feature set (I've had good success using portals on tabbed layouts), I find myself stalled on a couple of fairly fundamental issues: What FMP features exist to display a sequence of fields from successive records in individual fields on a layout WITHOUT using a portal? What is a "recommended" way to delete a specific group of records once they have been selected and displayed in a portal? Given all the power available with portals, I feel I'm just missing the FMP features for the above. I've attached a simple database example and would appreciate some guidance in these two areas. Thanks in advance. WinT…

I am trying to use a set of three selection portals to pick the Items to display in an item purchase history. The portals are Groups(of Items), Items, VendorItems (Items sold by a vendor). The Main display portal should display VendorItem purchase history. How it works now is you click on a GROUP name(in FIRST portal), the list of ITEMS in that group displays in the SECOND portal, you click on a item in the second portal and it displays the list of VENDORS that sell that item in the THIRD portal. This will create the main portal to display that vendor item history. The thing i'd like to change is, I'd like the first two portals (group and item) to…

Hi, I have a portal that lists items for an order. I would like to make the items a numbered list, with the number stored as a field in the item record, i.e. 1. Apples 2. Oranges 3. Pears How can I autogenerate serial numbers that restart at 1 for each related portal? Thanks! Andrew

I'm trying to make a summary of some portal fields but I'm not sure how to do it. I'll try to explain this as best I can. My first table has just one field in it thats an ID number and it's the primary key. Then in my second table I have three fields: an ID number, an objective number, and a score. In the second table there are muliple records with the same ID number each with different objectives. I created a layout (with the first table as the base table) that shows the ID number, and then a portal of the objectives and scores. I wanted to have it in list mode though so it would show every ID number from the first table and the corresponding scores from th…

I have 3 portals on a layout. I want a script that tells me how to select the exact portal that I need to do work on? (It keeps selecting the portal on the left). Ideas?

Being new to FMP (I’m using version 8), I’m trying to figure out portals. In particular, I’m trying to learn how to cause a portal to display a different set of results after it has displayed its initial set of results. I prepared a simple database of “Categories of Purchases” and “Items to Purchase”, along with two layouts to view and maintain the lists/items. The Primary Screen shows the defined lists properly and, by defining a GTTR button beside each category, it enables me to call up a Secondary Screen showing the contents of an individual list. Everything works as expected on the Primary Screen. However, almost nothing is working on the Secondary Sc…

My database is a job log of graphics work. I want to display an overview via a self-join relationship in a portal. The match field is complex, a calculation field with the form: abc where a is an autoentered value which the user can update (it flags up when a job is completed and can be archived) b is a calculation based on whether the start date is < get (CurrentDate). c is a required entry from the user when they create the record (it puts jobs into a category 1-4 dependent on type, eg. flyer, leaflet etc) I have the relationship set up such that the self join is between the dynamic abc value, and a global abc (eg. abc=global_123). My pro…

I have my portal working (see link to previous post) but how do I view the information in a report. I would like my report to be set up similar to the format in this .jpg but I can't get it to work. I want to run a report that shows all papers by each author and a report that lists all authors on each paper. Any suggestions? http://www.fmforums.com/forum/showtopic.php?tid/173206/post/190653/hl// portals.fp7.zip

Is it possible to have a portal within a portal? Heres a basic idea: You have authors who write articles that are put into journals. Each journal has multiple articles. Each article has one or more authors. I want to have a layout using the journal table. On this layout I want a portal showing details of each article in the journal. Within the portal row for each article I want a portal (or some way) of showing the author(S) for the article. I tried placing a second portal for the authors in the first portal. it works part way--it shows the author if there is only one. If there is more than one author, it just shows one author and leaves the other rows bla…

I am trying to make a portal display on a line a year from a pull down, so if you pick 2005 a list of ONLY 2005 events are show next to it, then when you pick that event the location for that 2005 event is next to that, please take a look at the attached file to see what I have so far. I need this in a portal so I can add many items. Please can you help? Thank you. Help.zip

Having 3 problems with a portal in an invoice situation. It wont show the related records when I tab out of the product ID field unless I click into the window, or the record has been committed by hitting the enter key. Despite enabling the vertical scroll bar checkbox, no scroll bar appears. Despite setting the number of rows at 5, only 1 row appears, so I can only enter 1 product record. I'm obviously missing something here. If anyone can help Id be very grateful. File attached. Go to sales from the main menu

Hi, please try downloading the file. Add an item to the todo... works fine, right? Empties out of the entry field and goes down into the portal list. Now, go into define database and add a new text field to the ToDo table, called anything. Now try adding a new record to the todo list. Doesn't work, right? What the heck is going on? Thanks, Andrew Log.fp7.zip

I want to select 1 of the records from my Projects portal and then I have 2 more portals; 1 for ideas and the other for progress. Then I want to show the many ideas in the Ideas portal and the many progresses in the Progress portal that relates to the project that I selected in the first portal. All 3 of these portals are TO's from my Projects table which is the layout's table. Ideas???

Hi I have a portal for a "Session Notes" table in a "Client Details" layout (based on a "Client Details" table). The portal displays multiple notes on each client record. The "Session Notes" table is related to the "Client Details" table by a "Client ID" field. What I want to do is print out all the session notes displayed in the portal for the current client record via a "Session Note" report. The report is launch by a button on the client layout. I'm guessing I'll need a script with go to layout "Session Note Report" and do a find using the current client ID, but I lack the knowledge to do this.

Is there a way to expand a field within a portal to the amount of text that is entered. If this is possible then I am also wondering if the defined portal area could also expand to the size of the expanding fields.

I have a database with a layout that has 2 portals. We will call this db A, with related db B (portal and db C (portal C). I am trying to create records in portal C from data in portal B. Here is the script I have. I can get one record to be created correctly but can not get past that first one. I have a button for each record in portal B that performs: Go to Portal Row [select, "db C::field A"] Set Field ["db C::field B", db B::field B"] ...and there are a few other set field lines. My problem is that I can not create a second record regardless of how I try to set the Go to Record function or Go to Portal Row. The first one is fine, but I need to be…

I am developing an invoice history file for my company. Invoices range from 1996 -2005. I have created tables for each year (both for header and related line items ). What I want to do is use a user interface with two portals (header and line items). I want to enter a year and customer number on that page and have the correct year and related invoices appear in the portals below. Can this be done without dumping all of the records into a single table? Can a portal be controlled by a variable?

I have created two tables related to each other. One table's layout displays a portal of the related records from the other. A calcuation field created in either table to identify the portal row number when selected does not work. I keep getting "0"....very frustrating

ARG! i cant seem to get this script to work correctly. I have a solution which includes a layout. Essentially what it is A master order layout with a protal into production orders. Each production order ads an 01..02 ext sequential number to the master order. thus a master order of 1234 becomes 123401 and then 123402 as you add more production runs of that same order. In the begining i was having problems with users not commiting the record becuase they were tabbing through the layout. So i added a script that commits the record when you click on a field and then takes you back to that field..however in the portal it will always take you to the first occurance …

I want to exclude records from a portal based on a radio button in the original record. Without having to set up a seperate relationship, just like I would use a "constrain found set" in a report script Is there an easy way to do this? In more detail.... I book radio presenters into editorial sessions, using a join record that takes PresenterID and SessionID joining them together with a in a new record with a time. Filtering these records with SessionID and sorting them by booking time, produces a shcedule. This works well, now we area alowing presenters to download rather than interview our guests, I need to record this so I have put in an interview / down…

What is the preferred solution for printing after going through so much effort to create a good portal? Thanks to the advice on this forum, I have created a marvelous filtering portal based on several criteria and am preparing to implement portal sorting with three sort parameters (“based on kitchen sink too” - David Kachel). Great! But now I need a printing scheme. Portals are “not supposed to be” used for printing but I went to so much trouble to create my portal! I really need to use a portal rather than a standard list or table view because of the “Tab” constraint. Do I need to freeze view, grab the filtering criteria as variables, enter find mode, set …

I want to list company name is "computer store" and public date < 2005-1-1 . who can tell me how to do it by script attachment.zip

Hello: I have a customer layout based on customer table with a portal based on invoice table that shows invoices for each customer. Question: How can I filter the portal to show invoices with balance different than zero? Currently the portal shows all invoices; invoices with a balance and invoices with 0.00 balance. I want to hide invoices with 0.00 balance. I tried a number of things but nothing has worked so far. I am stuck, any idea will be highly appreciated.

Can I combine the data from portal rows to fill one ordinary field? I have two tables linked by a one-to-many relationship. Records in the one table show related records from the other in a portal. Ideally I want to export the records from the one table with a new field combining the data from the relevant portal rows. (Once reduced into this flat file kind of format, the data can then be exported for use on my iPod.) Thanks Wingnutt

I am having great difficulty in getting a summary of a field in a portal. I have acres in a portal, the use types in the number for each type of crop in this portal. There is a field outside the portal that sums up all the acres. When I type in the acres it won't display the sum, but when I leave the layout and come back the sum is displayed. Also when I change a number for acres and click outside the portal then the updated sum is displayed, but when I tab out of that field to the next in the portal the summary field goes blank again. I need it to update and display constantly but I Just don't see any way of doing this. I have tried a calculation field as well and t…

I have a file which shows 2 portals, Portal A and Portal B (3 files in total) and I want to be able to give 2 buttons to act as the Page Down and Page Up keys for Portal B so that I can scroll down to select a record to be transferred into Portal A. The portal rows in Portal B show related records based on a parent key in the main file. I want to show 10 lines in Portal B so that when the user clicks on the Page Down button the portal shows records 11-20, 21-30, etc. It must also stay showing the last portal row irrespective of the number of portal rows on the "last page". Similarly a Page Up button would work in the opposite direction. Can anyone help?

I have a database with only 1 table, 2 occurrances. I want to have it self-joined to show, in a portal, only the records in the current found set. Seems simple, but I can't make it work! How would you do it? Can you make it work in FM8???

I have a table with a number of related tables, shown in portals. Each table has a field for a modification date. If I modify the portal row, the initial table mod date doesn't change. I have several related "layers" of portal rows and I'd like to have all the mod dates sync. What am I missing?

How do I get a box to show a list of entries/records in a layout? I tried a portal, but it does not show any records. The image is what I need to do. Thanks for all your help.

Is there a way to make a file not show up in the portal if its flaged? example...these are my files White this is flaged WLT WST WMT Black this is flaged BLLT BLST BLMT the White,Black, and WLT,WST,WMT,BLLT,BLST,BLMT are the same field named SKU I don't want the White and Black to show up in the portal. Just the actual SKU's. How would I go about doing this?

Simple family database. Two tables: households and individuals. One to many relationship between them. Simple layout showing household records with a portal showing individuals in each household. Both tables have a surname field. (Sometimes household surname and individual surnames are the same, sometimes not.) For Individuals::Surname I’m using an auto-entered calculated value giving the Households::Surname as a starter. Using the layout with the portal, I create a new household record, then move into the portal to add individuals. But the auto-entered calculation in the portal (Individuals::Surname) won’t calculate unless I first move to another household record - …

Is there a way to prevent the portal list from scrolling back to the first line when you leave the portal?

I have been looking around these forums for more than a week seeking all the info I can about portal filtering. There are some pretty ingenious work arounds for 1 to 1 and 1 to many portals but I am having difficulties moving these ideas to many to many. Let's use the classic Class and Student example. A class has many students and a student many classes. The first included example shows these two tables with a join table between them. Now, in the class layout it makes sense to be able to filter the portal to allow a teacher to see which students are present, sick, or excused. However I cannot get it setup correctly to do that. The last example shows the best attem…

I just need a quick way to determine if a specific value exists within a related found set of records.

I have an orders database that I am attempting to set up. There are three related tables that seem relevant to the problem. Inventory --- Contains data about all items which can be ordered. Orders --- Contains data about each specific order. each order can contain multiple items. OrdersLineStorage --- Acts as a join table between Orders and Inventory. I'm trying to do the following things... 1) Enter basic information about an order. 2) Select an item or items to add to the order using a portal which shows only items from inventory with the same brand as specified in the basic order data. 3) Add the selected item(s) to the LineStorage table …

Hi ! I have again a new problem... I have created a portal (showing only 1 row) with correctly defined relations. But what ever I try there is always only the first related record. And I wanted the latest to be shown. I have tried to sort the related file and define the portal so that it would sort the related record with no results. Is this a bug or do I again miss something ?? Arttu

I there a way to Insert a row in a portal that will seperate records with a Heading. example... BLACK BLST BLLT BLXLT WHITE WST WLT WXLT I need it to seperate the entered records for readablity. And when you enter BLACK(maybe from a dropdown list that's BOLD text) in your next drop down list, you only get whats available in Black? I hope this is clear. I attached a picture of what I mean, maybe that will make it clearer

Hi I have a portal on my Overview layout showing records from a Quotes database that I'd like to filter with a series of 5 radio buttons: Faxed, Emailed, Approved, Requoted and Abandoned. Each radio button has three states--'Yes', 'No' and 'Don't Care'--which indicate how you want the filter to work. For example, if I have Approved as 'Yes", and all others as 'No', the portal will show those Quotes that are *only* Approved, but have No values for all the other entries; whereas if Approved is 'Yes' and all the others are set to 'Don't Care', the portal will show Quotes that are *only* Approved plus Quotes that are Approved and Emailed, Approved and Faxed, Ap…

New to forum and FMP (level of database "program design" experience is beginner) I'm developing a mailing database (primary data source) with associated summary and detail reports. THE PROBLEM - SUMMARY REPORT Data (linked to the primary mailing database via two portals (which I've entitled "Mailings" and "Follow Ups," respectively) is not showing up in the portal(s). The portals are set up to show related records from the primary mailing database with fields as follows: MAILING DATE LOOKUP field (drawing data from the primary mailing database source) MAILING TYPE CALCULATION fields (Counting records matching criteria of mailing types "Emails" …

:tears: I have a portal with fields defined as buttons. When I click on the field it triggers a script and is working just wel. But if I click on an empty portal row the script will also be triggered. Any idea how to avoid this?

Does anyone know of a good tutorial online for how to setup and use portals and relationships? I have read various posts on here about information not showing up, but I still cannot get mine to work. I simply want records with 4 fields from another table to show up in a portal and nothing shows up.

With 2 portals on one layout, how do I nominate which portal I want using the 'go to portal row' command?

OK, I have a PO system with a line item portal. Pretty standard, from my understanding. The portal records are related by Purchase Request #, so the recid of the purchase request is auto-entered into the line item, hence the record in the line items database. I have a line item total, now I just need to total all the line items with like por#'s. I really have no idea where to start with this. Please help! Thanks!

I've spent the last 1 1/2 hours reading and searching to find this answer so please help. I'm sure I'm missing some stupid little step hear. We get paid monthly advances towards our final billing. I'm putting together an invoice that calculates the total fee and deducts advances and gives me a balance. My first thought was to have a summary field that sums all advances. I put this in a portal on the advances layout. Then I would also calculate the final fee (Based on a percentage of the annual salary) and write another calc that would deduct expenses from fee_amount. Ok, so everything in the layout is working fine, but, when I look at the Total_Advances field it onl…

I need to duplicate records in a FileMaker 7 database which includes portals. The data in the portal fields in the record to be duplicated does not appear in the duplicate records. Similarly, I have not been able to use the "Replace Field Contents" function to replicate data in a portal field in a found set of records. Can "Duplicate Record" and "Replace Field Contents" be used with portal data? If so, how?

I have a layout that lists tanks. I have a portal that lists options for that type of tank. There are three types of tanks, liquid, nonpressurized, and pressurized. I have a button in the portal that adds an option from the list when you click on the button. I want a field that tells them if the option has been added to that specific tank. I have three tables. One is Tank, which lists the tanks and their id#, the second is the options table which lists all the options and the type, the last one is the tankoptions table which matches up the tank id with the option id. I want to look in the tankoptions table find the current tank id, and then look at the option id. If the o…

Last question and I think I am done with this solution. Thank you for all of the help I have recieved. Is there a way I can "click" on a record in a portal and navigate to that specific record. I thought I could use the script step "go to related record" but it doesn't seem to be working. Sorry to be so needy...It might not seem like it but I have done a ton of work on my own and only ask as a last resort! I feel beat up because of the last post so I am almost scared to ask a new one! Steve

Shoot, still not right... I'm probably just doing something wrong but... I thought the answer on the earlier post from GUYK would solve my problem, but it didn't : I went into the relationship graph and made sure that the box was checked for "allow creation of records in this table via this relationship" Anyway... I have a Database with 2 tables: Sales Order Purchase Order I have a script in Sales Order that when performed creates a new record in Purchase order and populates some fields. The Purchase order might not need to be accessed right away so the database "stays with" the sales order and displays a portal with the newly created Purch…

Hi all, I need to make a portal that gets it's info from a simple equation. Ex: I have a table called "Premiums" Here I enter next premium dates manually. What I would like this portal to do is; to only display premium payments that are 30 days coming. Meaning only show me from todays date - 30 days = to premium due date. Help please. Joseph

I'm working on a database with, from left to right, the following tables (and TO's) bound with relationships: teachers - programming - course - enrolment - student In teachers I have connected (through programming) a teacher to a course. And in students I have connected a student (through enrolment)to a certain course. I have astablised a portal with information from teachers in student. This shows the teacher that is leading a certain course. So far so good. But there are courses who have more than one teacher. I want to show in the portal in student all the teachers who are assigned to a certain course. How do I do that? -- JK

Hello I've created a database that archives all of our company emails. There are currently over 5000 records in the database. I've tried using a portal and a custom sort key for subject, email name & date. Sorting the portal can take up to 10 seconds or more, so its quite slow & painful to use. The custom sort key is a global field and is unstored so indexing can't be turned on for this field. Is it that portals are just to slow for this and I should stick to list views? Or am I doing someting wrong? Main reason I wanted to use portals, I can have a highlight field in a row, I can also multiselect rows (with a hightlight as well) and the interface is quite …

I have two portals with the same table for both. In one I have a one line list of three fields. The second portal is all the information from the table. I want to be able to click on a row in the first portal and have the second portal go to the same record to display all the information for that specific row. Is there a way to put the focus on another portal when you are in one already and to select a portal row based on a primary key? I was reading on another forum that this was possible but the person didn't explain how to do it. Thanks.

i am new to using portals up till last week i avoided them at all cost and a consultant came in and insisted that we used one to compile our phone lists. we have three lists where i work that we use AMC & ASC (my company) CUSTOMERS VENDORS the consultant said to make one table containing every name and number, then have a value list of the three list options on another table and when you pick a list name it show that list....simple enough made sense...except each list shows different data, the company list has 4 feilds: name department extension nextel the customer list shows several more: builder subdivison name id # cellphone…

Hey hey, I have a file that holds my scheduled meetings (let's say 4) per day. I would like to show, through a portal, these four meetings. But hold on, it gets more complicated. What I already have set up: I have a portal that is set up as a relationship (Menu::Date <=> Events::Event_Date). So, of course, the portal will show all records pertaining to field Date in the database "Menu." The problem is, if I don't have a meeting, there is no record entry in the database "Events" for that meeting because, well, the meeting doesn't exist. What I want to do, is have the portal show those meeting timeslots, even if there is nothing scheduled a…

My relationship is a single field with return separated values. I would like the relationship to sort in the same order as the return separated list. Please see attached. customSort.zip

I have a layout on it with several portals.. it is a calendar layout.. (pic attached) i'd prefer not to use vertical scroll bars because it makes the layout look messy and even if I did, I'm concerned that the user might not know enough to go looking for what is beyond the field of view Is there a way to do any of the following ? 1. generate some sort of count of all the records shown by each portal, then based on the greatest value, switch to a different layout ? (how would i generate the count ?) 2. somehow "grow" an individual portal dynamically so that i didn't have to switch to another layout.. i'm pretty sure this isn't possib…

I have an inventory file that holds the details of products sold: item number, description, upc/barcode, retail price, wholesale price, etc. When a wholesale customer comes into the store, he picks out the items he wants and indicate to our sales associates how many pieces of each he wants. I would like to create a solution to scan in each upc/barcode to do a find in the present file, have the choice set into a portal, which would then pull up the price for the items via the relationship in the portal, and we can indicate how many pieces are desired. If the customer picks out 30 items, at the end of the session we would have a portal with 30 portal rows. I have the g…

Does anyone have a clever way of displaying more than one portal in any given area (one at a time obviously). I am trying to show a breakdown of some departmental totals and I only have a limited amount of space lets say 2 square inches. When I click on any one subtotal I would like to be able to display the breakdown of that subtotal on my 2 sq inches. It strikes me I am going to have to use a different layout for each portal but I wondered if there was any smoke and mirrors I could use to avoid these extra layouts cos that would be really neat. I have had a go and I have had a search but to no avail. For a practical demo of what I would like to ac…

I'm using a system to highlight a portal row by using a calc field which picks up a chip from a repeating container field. The calc result, clearly, is container. The individual rows pickup their "highlight" chip just fine, but the open last row of the portal (this portal allows record creation) also picks up the highlight chip. How can this be? There's no data for it to link to. How can the nonexistant calculating container field pickup data from an unrelated (no key fields filled) table? Please help.

Please First Download Interface Image (interface.jpg). ------------------------------------------------ Can somebody help me how I design and create popup window in left panel. In figure you can see on left side there is list panel which display client list. I want when I click on any client then its shows a popup window as shows in figure above with white color with project list (only shows those project list whose status is under �Development�). Please help me how I get this little objective. Whether there should be any script. Please reply back me as soon as possible. Thanks & Regards, Barbara Smit

Hi everybody: I am having trouble filtering a portal. I have a standard Invoice table linked to an InvoiceItems table. The Invoice table has a calculated field InvoiceTotal with the following expression: InvoiceTotal = sum(InvoiceItems::Linetotal) On the graph I have Invoice and Invoice2 with the following relationship: CustomerID = Customer ID and gAmount < InvoiceTotal (gAmount is a global field in Invoice table) The portal (Invoice2) placed in the Invoice layout does not filter by amount. It filters by CustomerID, but not by amount. The portal shows all invoices for a specific customer regardless of the amount entered in the global field. Probab…

Hi all, I've got a database of people, and I want to display a list of addresses (home, work, etc) for each person, related by an ID number. Because addresses have lots of different formats, it seems like the best way to do this is to enter the data in several fields, and then concatenate them with a calculation that does some formatting and leaves out empty fields. I've got this working, and I can display addresses in a portal nicely. Here's the problem: To enter data, I have to switch to my addresses layout, remember and enter the related person's ID number, and enter a new address. How can I enter a new address on the original page with the portal i…

I've got a portal displaying related records from a separate file (not a table within the same file). The contents of one of the fields does not display normally. I can see the data when I click in the field in each row, but otherwise they look empty. Very strange... Both files are local. Win 2K, FileMaker Dev 7.

I have a client database that we use on a regular basis, runnning in FileMaker 8. Displayed in this client layout is a portal containing the user contact information. Such as; Name, Phone, email. I am tring to create a script so that I can click a button in the portal row to send an email to the user of that row. This works for the first entry in the portal. If I click the button in the second or third portal row the email is always addressed to the email recored in the first row. Any ideas how I get my script to pick up the email address from the second or third row?

Help!! I need to create a contact log. For each contact. But I don't want the other contacts with that same table to see it. How do I do that!!!

I want to create a new record in a database, using a portal, then add to that record using the related data. I was just doing GOTO last portal row, then GOTO specific field, then instert field x into field1, and then insert field w into field2, etc. But every time I do this it either updates the very first record in the portal list, or, if I play around with a goto portal row command, starts creating new records for each value. I'm sure I'm missing some basic element here.

Hi All, I have a layout that has a portal with another database in it. I'm having trouble in creating a new record in the Portal without exiting the layout and going to the layout of the record in the portal. There does not seem to be a 'script' for creating a new record in the portal. Can anyone help or am I missing something? Guy