Portals

I'm using a summary field to count values in portal records. I've placed the field on the layout, but it does not refresh until I click on the layout. I've tried using a script trigger, but again it does not update until I click on the layout. How can I get it to automatically update?

Is it possible to randomly insert a row in a portal at any point, including between two populated rows? For example, I am working on a recipe database and have created a one to many relationship between the ingredients used in a recipe and ingredients (inventory ultimately). Let's say I have all of my ingredients entered and I discover I forgot to enter something and I want to enter the new ingredient between two other populated rows. I would like to create a button to insert a new row above the row the cursur is current located. Is this possible? Also, can I physically drag and drop a row to a different order in the portal? Thank you, YogiND

I use a filtered portal to display a subset of content from a table. Everything works fine and when I click on a portal entry, I have no problem fetching the corresponding table entry ID and then displaying related content from the specific entry. All that is good. The problem is that I have a script that needs to get the ID for the first entry in the current results. I've tried different ways, but none will return that first ID ... even though I "go to object" ... first the portal name and then the field name. Usually the ID that's returned is the first for the table, as if the portal filter is being ignored. I certainly don't want to build in a duplicate F…

Hi All, I am trying to filter a portal using case to display records matching only one condition (the first it match going down), but it looks like the filter is taking into consideration all the options and displaying related records that match any of the conditions. EG: Case ( newA = oldA ; 1 ; newB = oldB ; 1 ; newC = oldC ; 1 ; newD = oldD ; 1 ; 0) I thought the filter would work by only showing me the records that matched the first matched condition, but instead it's showing records that match any of the conditions. EG: if I had a record that had 5 related records, 1 where newA = oldA and 2 where newC=oldC, the portal wo…

Hi I would like to be know if its possible to populate a portal with a recording of field change data" i.e.: my field contains data : 12345 if that fields data changes to 6789 I would like the 12345 to be recorded in the portal, ideally with a timestamp? Also it may be changed more than once, and all changes should be recorded. Thank you for any advice offered.

Hi, I am trying to hide a field in a portal using a calculation on the "hide" behaviour. Based on this article from some versions back - https://www.teamdf.com/blogs/a-very-nice-way-to-format-a-sorted-portal-using-conditional-formatting/. However, I am trying to use Global Variables to achieve this. In short, my portal has a "category" field whose value is repeated. And I want to "GroupBy" it, and only show the first occurrence of the category and hide the subsequent ones. <category> <name> <description> Cat1 ... ... Cat1 ... ... << Hide Cat1 Cat2 ... ... Cat2 ... ... << Hide Cat 2 I tried to hid…

I have a child table of SKUs which is being shown by a portal on my products table. How can I automate increment after first row? Workflow: I create a new sku: 4444-4444 I create a new row: 4444-4445 is automatically entered. Using auto enter calculation of: GetNthRecord ( SKU; Count( __SKUID ) ) + 1 Last ( SKU ) + 1 Nothing happens though.

I had once seen someone, someplace, attempt to explain what I am asking, but it didn't register with me at the time, and I have not found it since. I have data I want to view in a portal such that records 1 through 3 are across the first portal row, then records 4 through 6 are in the second row, etc. I realize I could probably do something with the related records that would get their sequential number, divide by three and then set it up so the first row would display data from two tables away, but FileMaker says to avoid this. In this case, I think I would have to set up the portal to display records from the child table, then place values from three different gran…

Hello FM Mavens, I have an encounter database with a main table that is related to a "clients" table which is related to an "encounters" table. The main table has a portal that displays the clients sorted by the date by which they were last seen. It displays their name, etc, from the "clients table", but in the same portal row I would also like to display the "type of encounter" from the last encounter they had, which is a text field in the "encounters" table. How can I accomplish this? Thanks!

Hi Guys, This may not be possible, so I may be barking up the wrong tree. I have layout for a table where I'm making a bunch of master categories. I have created Portal inside this layout, with the current table of master categories. I've then the created a second table occurrence and relating the table to itself via the ID field. The idea is that in the Portal is should list all the categories Field in the current table, but it only lists whichever one is currently open in the record, in other word its not worked. Is it possible to get a 'list' of the Field within the portal if you're working on the currently table? If so, what am I doing wrong?…

I have possibly attempted every logical (and many illogical !) combination of portals -> calculation fields -> cartesian relationship links (x) that Google and my own sanity can come up with over the last week with very limited success. Reaching the point that I am well & truly stumped... so much so that I struggled for about 10mins to even come up with a title for this post! They say a picture paints a thousand words so I've attached a couple of screen shots which will hopefully more clearly show what I'm trying to achieve (assuming portals are the right way to even achieve this) Calendar_ByMonth Each displayed 'week' in this layout is a row in …

So have have products which have multiple part numbers and sizes. Part number table being the join table of products and sizes. While the portal view works fine on single product layout view to display sizes/partnumbers, it of course doesn't work within another portal view of scrolling products. I've used a button to open sizes/part numbers into a new window, but doesn't really work well on webdirect. I am trying to find out a way to pull the data into dummy fields that can host the portal data in order to display the information horizontally. field:Size 1 | field:Size 2 | field:Size 3 | field:Size 4 | field:Size 5 | field: Part 1 | field: Part 2 …

i need to import records into a portal in my database but i have come across a number of problems. i have a table that contains a list of all products with product category, product name, product description etc. etc. the data i need to import is a list of products that are included in a quote for a customer. however, this data only includes product name, product description and quantity. to use this data i need to run a script that also finds the product category for each product before it imports it into the quote. currently i have a portal where i can select product category from a dropdown, then a second dropdown b…

hi, fairly new to filemaker i have two portals each with various different fields inside but there are two fields i need to subtract which are "Qty Sold" and "Qty". both of these portals show records relating from the same table but i am unsure on how to calculate this function

Hello, I think I have a knot in my brain and could use some help. Working on a simple database for a small school, which contains (amongst others) three tables: A students table (PK:StudentID) A table that contains a record for each class a student attends (PK: StudentID, ClassID). This table also contains a ProgramID (see below). A table that contains a record for each ProgramID along with a human readable description of the program The classes table contains a numeric field with the hours for that class. My requirement: On a layout that contains all the student details, I need to show a portal, which contains a list of the Programs tha…

Hi, I have Contacts portal on Company layout. Now, I can do FIND in other fields of the portal but email field., I already checked inspector > Field Entry in find mode is cheked.. I have attached screenshots

Hello, Issue: I have Sales Activities Portal on each company's record, now I want to list all first rows of portals from each company record on another layout. Now, I also want only those rows with non-empty follow-up date fields too. My Portal is sorted by Activity Date in descending order. What I have done: I have onlayoutenter script as below: Enter Find Mode Set Field[Daily Log::date_followup; "*"] Set Field[Daily Log::date_activity; Max(Daily Log::date_activity)] Perform Find[] It is fetching all records from each Portal which has non-empty follow-up date value I want only highest activity date value row from each portal

Hello friend, How we can Restrict for not showing last empty portal row in portal table.

I feel I'm surely overlooking something obvious here, but I can't figure it out. I'm uploading a sample file which is actually one of the starter solutions from FM12. I've added a layout "Popup - View Attachment", and a script "Popup - View Attachment". I have a button on the Tasks Details layouts, Attachments tab to run my script. I add two attachments, each a PDF file. What I'm aiming for is to click that button and have ONLY the one record I'm selecting from appear in the new layout via my script. What I'm getting is both related records opening. How can I narrow it to only the record that I click the button from? (Can I?) Tasks.fmp12

Hi all I have a personnel portal (looks up values from the 'personnel table'). When I click a row then the associated personnel_ID is put in to a personnel_IDF field in a new record of a different table (Case_personnel). This second table is also displayed in a portal. No changes have been made to the 'personnel' table. How can I get the personnel portal to exclude records where the personnel_ID matches the personnel_IDF field in the Cases_personnel table?

Hi All, I have created a database and am hitting a wall with one of my portals. A brief structure of my DB is. Customer details (Accounts table) > Their enquiries (Enquiries table) > Send a quote (Quotes table). I require the portal to show 2 quotes from the account using information gathered in the enquiry. Both the quotes are showing up in the list and table view of quotes, but when I try to show them (including the related data) in the portal the duplicate info shows up. I have uploaded a video here and I have attached a relationship portion and the actual relationship. https://dl.dropboxusercontent.com/u/70042807/Simon-PortalHelpVid.mov …

I'm an absolute FMP newbie I have a table called 'artists' and another called 'contacts'. And I have a layout with a portal listing that artist's contacts However.. In real life, each 'contact' can be linked to many 'artists'. E.G one guy might manage three bands I would really appreciate any of you pointing me in the right direction of allowing a 'contact' to be linked to many 'artists'

Hi i have a portal which shows related products to a customer , next to it i want to display another portal which has the products BUT now i only want to show something which has a certain condition. the field is in the product table and the way it is selected is through a check box. i tried filter (field) = 1 but my portal was empty even if in the product that field was selected. how would i filter this

Hi, I am using Filemaker 14 and Filemaker server 14. I have people DB, Product DB and orders DB. On People DB, I have portals for ralated Products and related orders. People and Orders are related only through Products table. When I open the people layout for the first time and navigate through records to the record I want, I see the products and orders in the portals. But when I open the people layout for the first time and search for the record I want, I only see the data in products table and I do not see the data in orders table. When I click the ralated button I have for products, it takes me to orders layout but shows zero records.…

So I'm fresh & new to FileMaker but am fairly savvy with MS Access. Struggling to setup a form/report that can display some fields by a drop-down calender (date range). • Currently I've got a small portal setup on my home page that I can select the date (already made a field that generalizes the month/year) from although ideally I want the selection to stem from the drop-down calendar range, and below it I'm initially wanting to see a total amount of "shop tickets" within that given date range. Following the completion of this, I aim to try to figure out how to add more filters so that I can then possibly see the amount of tickets that are tied to a particular "…

Hello I am just wondering if there is way to make the last empty portal row to create a new record at the top row. I have sorted the portal by a date field with the most recent date at the top. I would like the empty portal row at the top so that the data collector wont have to scroll through a bunch of records to get the the empty row at the bottom. Thanks

Hello Friends, Here I am in project for Employees Attendance. Everything is ok only I could not figure out to filter the portal table month wise. At present it is in All transactions records. I have distribute the portal by tab control for all months. Here I want report of records month wise. And also it can calculate the values of each status (Present by 1 no., Absent by 1 no., Half Day by 0.5 and extra day by 0.5). I have tried as per my best but could not reach to point. I am attaching small demo file . Samarth Attendance.rar

Hi... I have a portal with records that have a date field. I would like my users to be able to define a date that the portal will filter and show only records with the date the user defines. This seems simple, but I cannot figure it out. If I use a filter that uses a calculation with Get(CurrentDate) it will work, but only for the current date! So I know my relationships etc. are working...but I would like to be able to choose the date in the user interface...and have the portal search and display that particular date (NOT a date range, just one date). I have tried to perform a find, but that doesn't work (I am new to FM!) Any help? Thanks!!! Todd

hi i created a portal for where i want to be able to add in several items for it to total to create a report. however it only allows me to add one row. how can i fix this ?

I'm looking to store an editable pdf file that I created in a container that's accessible in every record What is the best way to do this?

Hello , Im hoping somebody can help me :-). I have a portal on my customers layout its a single date field portal. This portal is connected to my service layout. The Field shows the retest date of a piece of equipment . It works perfectly if there is only one retest date. My problem is if there is many. What i would like the portal to show is the NEXT retest date . At the moment it shows the LAST retest date. So if i have a customer with many machines tested on different dates it always shows the LAST which means i miss the retest dates in-between the current date and this last retest date. I hope that makes sense. Thanks

Hi, First time poster here. I have a database with 2 tables: document-sections and requirements. Document-sections has one-to-many relationship to requirements. I have a layout that lists the first document-section and then have a portal that lists the requirements related to that document-section. The portal row is set to 5. Can the portal be setup to only have rows if there is a record there? Thanks

I am just trying to do something that should be simple, click on a row in a portal and save the row number to a variable, $row. I've attached the script to various triggers, OnObjectEnter, OnObjectExit etc, I've attached it to a button on the portal row, but no luck. The variable, $row, never shows up on the script debugger data viewer. The script only has this step in it. Set Variable($row;Get(ActivePortalRowNumber)) My objective is to be able to go back to the last row that I was on when I re-enter the layout. There are a total of three portals on the layout.

Hi. Is it possible to switch rows in the portal by just simply drag n drop? Like for example, we have four rows: 1. Mike 2. Linda 3. Bob 4. Phil If I take 4.Phil and drag to 2.Linda - they switch places. The whole row that is. And just by dragging the number (row number) - which is another trick, to keep it always in the sequence. The portal doesn't have to be sorted. I assume it is possible thru some clever triggers. Couldn't find this anywhere yet.. Thank you

Hi, New to this so not sure what is needed to help me. I have several portals in my database and they all have filter and sort settings. All the settings are the same on each portal (just pulling from different layouts). Each portal has a button with a script in it that has it "go to the related record." All of my portals and go to related things work great and quick an no issues. Yesterday, I added a new portal and a new go to related and updated my relationships, etc. everything mimics the same settings on all my other portals. BUT for some reason this one portal and go to related are lagging big time and everytime I do anything that affects that portal I get …

Hello all, (Another) FM noob here, getting there slowly (I think). I'm having a problem with portals that I was hoping someone might be able to assist with. I'm building a database for my boss that requires a series of drop-down boxes that act as filters - these work fine in that they successfully find the appropriate records - I'd like to display the results in a portal, however the portal is only displaying one record - I suspect my table relationships might be the culprit, but I'm at a bit of a loss. I've attached my tables below. g_DropDownList stores global values for the drop-down fields - each field can be cleared using a scripted button. T…

Why the master record delete if I delete a record in the portal... Please help. I have checked all the options properly.. It has been working, suddenly it stopped working and deleting the master record also...

Hello - I'm not a developer but have been using FMP for a long time. I've never learned scripting but am now taking a stab (unsuccessfully as yet) at it. My database begins with tables for "Projects" ... and these are related to "Grants" ... and these are related to "SubGrants." From the "Projects" screen, I'm trying to create a script for a button in order to create a new "Grant." FYI, I've been doing this for years now by simply using the portal relationships ... but I'm designing for use by others, so I'm trying to automate things a bit more so the user doesn't need to know too much about FileMaker. Here's what I have but it doesn't return a "Proje…

First need to apologize for re-posting this, since it appears to have been solved once: But, the links in the orginal thread are all dead, and after an exhusting search for both the example file and attempts to reach the original author have all failed. The gist, looking for a way to allow end users to "select" portal rows in a single or multi user environment and display that selection. Further it should allow the selection of multiple portal rows simulating general OS functionality. Any help would be greatly appreciated.

Hello All, Apologies for basic questions. I really wish that there was a FMPUG within driving distance... I have a DB to track our farm animals, and have the recurring issues that us newbies have; how to track parentage. Issue # 1: when I enter a sire or dam on an individual record, that animal (the sire or dam) also needs to be included in the database. Issue #2: getting portals on a record to work properly. The individual should be listed as a parent in the 'matings' portal, and the offspring should then be in the 'sheep' table. I tried to use TOs to make this happen, but I think I have not linked them properly. Issue #3: getting only male…

Hi all Since upgrading to FM14 we've experienced crashing (errors 1000 and 1026 in the error log). I thought perhaps it was to do with version 14 or .net or my scriptmaster plugin. However it appears to be to do with a filter that I had in place for a portal. It was probably just a coincidence that I had so many records that it was referring to by the time I did the FM14 upgrade. I can probably do without the portal altogether really, but was just curious as to what the problem might have been. The filter formula was: Cases Closed::Closed_TimeStamp > (Get(CurrentDate) - 30) The Cases Closed table has around 22,000 records. Any ideas what's…

Hi, I have a design idea in mind that the only way I can describe it is nesting a portal within a portal. In my solution I have a case or ticketing system. I have a customer record in the customers table, and a case record in the cases table, and then a case notes table which holds multiple notes that can be added to each individual case. As a customer can have multiple cases, and one case can have multiple note records, I currently use the customers layout to go to the cases layout. This works fine, but I would like to streamline it so I can view all cases and notes on each case from the main customer page without having to navigate to another lay…

im trying to copy portal to portal with a loop but only the first record is copying . my situation is when i type the item on orders, it shows the colors the item is available inside a portal ... so i need to copy those color that shows in portal to the orders line items .. please let me know what im doing wrong ( attached file) the loop im doing is this : Go to Object [ Object Name: "colors" ] ( this goes to colors portal) Go to Field [ items_line::color ] Go to Portal Row [ First ] Loop Set Field [ order_line::color; items_line::color ] Go to Portal Row …

This is a very basic demo for portal filtering including an "All" option for those that have asked backchannel. * Edit - made a modification to file. Portal_Filter_Basic.zip

Hello, maybe somebody can help me with my portal problem. I have a Contacts Layout "ContactsLay" with a table "Contacts" and in that layout I have a Portal "Reminder" table "Reminder" where i can create task for the contact person thats showing up. Now my goal is to have also another Portal in the Layout "ContactsLay" which shows the reminders of all contact. I am fairly new to filemaker.... I am working with FM14a Thank you Portal.fmp12

In my List Layout, I have quite a few records all sorted by a date field on the left from december - October. When I enter the layout, I'm trying to have filemaker Go To Portal Row via (Get (currentdate) or Month (get (currentdate) so that when we're in the month of November the portal rows thats selected are november dates. Thanks

Hello, I continue developing the POS and so far I have almost got everything to work as desired. However, there is still a functionality I will like to add. Right now I have a portal on the left which shows all the products pictures in grid, and when I click on the picture the script trigger adds the related item to the line_item table on the invoice. So far the script looks like this: Allow User Abort [ Off ] #--------------Set Variable Product ID Set Variable [ $PRD_ID ; Value PRODUCTS::ID_Product ] #--------------Add new item to portal Go to Field [ LINE_ITEM||id_invoice|::Product ] Go to Portal Row [ Last ] Set Field [ LINE_ITEM||id_invoice|::id_product ; $PR…

Hi all.. Can a portal be filtered to a certain number of records it can display.. For example, I have a portal that shows my contacts (100).. I want to filter the portal to show only max of 10.. I have tried removing the scroll bar and limiting portal records to 10 via the portal settings, but I still have the feeling that filemaker actually served all 100 records just that I am being able to see 10.. Reason for my question : I have read that to enhance performance issues and fast loading of data especially via 3G networks, it is advisable to limit the records been served.. Such that only needed ones are served to the user... I don't know if I h…

Hello , i have a invoice solution and i want to prevent duplicate the items products on the same invoice portal. for example if i have a product called " 2525 " and then im trying to add the same "2525" shows me a custom dialog to stop . i use global fields with a button script to add items to the portal . please let me know how to resolve this, I've been trying many ways with no luck thank you

Hi, New to the forum but have been using with FM13 & 14 for past 12 months to produce a Recipe Database based on an earlier Template EOS posted (attached). Tried a number of different fixes but the following have me stopped - any advice would be appreciated. The main things that have me stumped (and have spent too much time trying to solve) - see attached my modified file of script that adds a selected ingredient from a selection portal to another recipe portal - to allow entry of a quantity. (The script is a modified EOS original - post IngredientsAndSuppliers_eos ORIGINAL.fmp12): For a recipe I need to add the same ingredients more than once -…

Greetings FileMakers! Is it possible to have a Body part as well as a Portal within that body part both resize, dynamically, based upon the number of records within that portal, within certain pre-defined bounds? For example: I have a table of Foods (in database speak, not in the literal sense). The Foods table has a child table called Ingredients. We show the Ingredients via a portal on the Foods layout. The Foods layout is Browsed in List View. The Body part is, say, 150 pixels tall. Within that, we stuff a little 140-pixel-tall portal showing a few rows. We could define, say, 4 rows. But that would be boring. Not all Food have 4 ingredients. Some might h…

I have a working database that uses a Double Booking system provided by the FMForums commenters (attached). My problem is that I need a way to quickly select multiple rooms and apply them to 1 conference. My goal is to use a one click method on either a button or field to add the room to the list. I also need a visual way to determine if a room is booked or not. I have already experimented with conditional formatting and buttons but this seems to not be the best way to make this work. It would also be nice if the item clicked to assign and the conditional formatting were one item. I already have the system functional using this example but I cannot seem to figure out…

I have a table showing the following 3 fields StartDate, EndDate and Location I would like to show a portal with a line for everyday from StartDate to EndDate. with a field Name (Without creating a child record) A child record would be created if an entry was added to the field name Any help would be much appreciated.

Using FMP 14. Have a file called Donations that tracks gifts from donors. How do I set up a portal that will show all gifts to date for eg: donor 1043. There is one other table in this file called Donor Info.

I am building a digital asset manager in FM 13 for Windows. I am having problems displaying filtered data in a portal. I have series of scripts that bulk imports the file names & folder structure and creates a collapsible hierarchical keyword structure that is comparable to the folder structure. It creates all the joins between keywords and assets. Example: C:\Automobiles\Cars\Fiat\Model1.pdf results in C: ---Automobiles -----Cars ---------Fiat When "Fiat" is clicked, all assets associated with this path are shown in a second "Asset" portal using the filter: not IsEmpty ( FilterValues ( Data for Keywords::ID ; global::gCurrent Keyword ) ) This portion works f…

On a simple invoice DB I built, while adding line items, how can I automatically increase the quantity of the product for products that have already been added.. Rather than having duplicate items occupy the invoice... Items are added via script... Thanks

Hello I have a layout called "follow up" its a reminder for jobs wether COMPLETED or require FOLLOW UP. I have a Name sort script on the layout already via a dropdown and when i select a NAME that persons records only are shown. This works fine. I have a HOME (First Layout show data from Company Dashboard) Layout that opens upon login . On here i wanted to add a portal to FOLLOW UP and the portal to filter automatically the current username records only . I could then sort them by FOLLOW UP at the top and Completed below Whats bugging me is i just cant figure it out, Thanks for any help

I am very much a novice with FM so any assistance is greatly appreciated. I am using FM 13 to develop a local digital asset manager. I have one portal with a list of keywords connected to a list of assets via a join table. When a keyword (button) is selected, the related ASSETS are displayed in a second portal. On a basic level, this setup works correctly. However, I am trying to expand the ASSETS that are displayed. Currently, the ASSET portal is filtered using: global::gCurrent Keyword = Data for Keywords::ID Given this example 1 doc1.pdf 1 doc2.pdf 2 doc3.pdf 2 doc4.pdf If I enter "1" or "2" in global::gCurrent Keyword, then the expected records are displa…

Hi, I was here a while back learning how to build a horse racing form. Thanks to those that helped, I've been producing a form for several months now. However, I never did figure out how to make the track averages and have FM calculate my speed figures. I'd like to give it another shot, as it will save me a tremendous amount of time. Right now I am doing all the dirty work in excel and importing the track averages and speed figures into FM -- so I'm using FM as a desktop layout program, which I suppose sounds crazy. I can get FM to produce averages in a summary report, but I need separate summaries to get my speed ratings (I think). I'll try and attach a photo of a moc…

I'm trying to hide a certain field when the table is Sorted by - field Is this at all possible?

I've got a simple relationship. Customer->Order via customerID as a foreign key in Order table. Typical operation, I want to jump to the record that I click on from the portal row. When I put a simple button with a script step Go To Related Record on the portal row it works properly. When I create a script with GTRR and some other steps in there attached to that same button, it always brings me to the wrong record. I've even tried grabbing the OrderID from the portal row and performing a search, but it always grabs the wrong Order ID. I've experienced this before, but I can't remember what I did to fix it. Any ideas?

I have a portal with X number of fields and a default eight lines within the portal. Based on the text entered into the second (or third, etc) field, I need the program to auto-populate several other fields with info from a previous record (within the same table) based on the entered text. In the above example, if I enter "Atlanta" into the "location 1" field, I want the text for "location 1 rep" and "location 1 phone" to auto enter based on the last record created that had a value of "Atlanta" (the text in the first field). Same thing with the "location 2" field which should enter the data into the contact and phone fields for location 2. Can this be done via import…

GOAL: I would like to either click on a button within main portal and in doing so the Sub Portal FK activate those records that match the Portals PK. CURRENT PROBLEM: When I am within the Main Portal if I want to time-stamp PK record 6 I would have to manually type it into the FK. In addition, it would get confusing because it is showing TimeStamps from both of the Main Portals PK. HELP REQUESTING(Thanks in advance): I would like to write a script that when I click on a button within the Main Portal it only SHOWS those records within the sub portal that are related to that PK. EXAMPLE: Within Main Portal:{See Figure 1 below} I click on the red button. In doing so,…

I'm using FMP 11 on a Mac running Yosemite. I have a button that says "Editors" in my "Submissions" page, and a portal linking to my "Editors" database. However, it was showing that the "Editors" field was unrelated. After establishing a relationship between one field in my "Editors" database, the database was considered relevant, whereas before it would say that the "...target was part of an unrelated field." Now, it is telling me that "...this layout cannot display the result." No calculations are involved, it's all text with info about contracts and the editor's information/previous work. What information am I missing to help others identify the problem? What can be do…

. . . and out of the Portal altogether! I'm trying to set my Tab Order for a layout with a Portal on it that is used for record creation. If the user creates a record in the portal and Tabs out of the final field, the portal creates a record on the new row and puts the cursor there, ready for action. This is great if you have to enter many rows of data, but not so good if you want to enter just one and then move onto other fields on the layout. Even if the user clicks out of the portal (which is a bit of a nuisance in its own right) -- you wind up with a useless blank record in the related Table. So what's the best way to avoid this tabbing behavior? Sho…

Anyone achieved this? I want to add [a] line(s) to a portal and have it sub-total the lines above it. The portal has drag-n-drop functionality, so the calc needs to update if a related record is "dragged" above the sub-summary line. I found the following article, but I'm having a hard time following it because the author is using fields in relationship joins that he never explains. http://www.linearchat.co.uk/2011/05/sub-summarys-with-in-portals-pt-ii-may/

Newbie question here - so please be kind In a record belonging to the table "company"I have a portal that shows related records from the table "tasks". The table "tasks" has a field called "subject" and this is being shown in the portal correctly. The table "tasks" also has a field called "id_user", but rather that just showing this (which is an integer), I would like to show the first name of the user. This information however is not stored in tasks, but in a table called "users". I have found two solutions (I like the latter better), but was curious to what is the common approach. Solution 1: Create a relationship between the table "tasks" and the table "users". …

I am filtering a portal where one method works and other other does not. WORKS Case ( IsEmpty ( table::globalTextField ) ; db_payment::id > 0 ; PatternCount ( table::globalTextField ; "/" ) > 1 ; db_payment::date = GetAsDate ( table::globalTextField ) ; db_payment::invoice = table::globalTextField or PatternCount ( db_payment::reference ; table::globalTextField ) > 0 ) DOES NOT WORK line 1 and 2 of case work but not line 3 Let ( [ txt = GetAsText ( table::globalTextField ) ; num = GetAsNumber ( table::globalTextField ) ; dte = GetAsDate ( txt ) ; dt = PatternCount ( txt ; "/" ) > 1 ] ; Case ( IsEmpty ( txt ) ; db_payment…

I have a new table named CourseList - a self join table using courseID. Within a layout, I have a portal which is filtered and sorted based on dropdown menus and checkboxes. For example, I can see which courses are assigned to a particular budget for a particular quarter (e.g., in fall 2015, I have (7) courses for budget A, which are taught by (3) instructors). I have also created a duplicate single-row portal to get the record count (or # courses for that qtr). How can I get unique counts for number of teachers from the filtered portal data. For example Smith teaches (4) classes, Jones teaches (2) classes and Wilson teaches (1) class - I need to get a count of (3).

I have my main database layout which is a form that displays all the customers information. I'm trying to make a popover button that displays a search (quickfind) field with a table below the quickfind but within the popover button. When I type into the quickfind field and hit enter I'd like the portal within the popover to display all found records as a list. The problem i'm having is when I enter information into the quickfind and hit enter, it searches the main database (instead of the table within the popover) How do I get quickfind to search the correct table?

HI folks, I have the following Portal Filter set up: ExamPaper 3::Skills = AcademicExam::gFilterPaperMarks This works fine, just showing the exam papers examining the relevant skills. However, I'd like to be able to show more than one skill at a time. If I change the global to a checkbox I can select more than one skill to view, but the resultant spaces mean than the filter doesn't work. Do I have to use a script to write global variables to filter on, or can I do this within the portal filter? I've managed to do the same thing with other filters using relationships, but thought there might be another way of doing it! Many thanks, Mike

I've been thinking about what subforum this would be best for and the best way to communicate what it is I'm looking for. I hope I don't make it too confusing... I have created an order system within a portal that allows the user to put together quotes using items from a separate inventory system. In the case of this example I'll note the use of a field called "Item Code" and "Description". This portal has a drag and drop system implemented, allowing the user to re-arrange the items added to the portal using a field called "sort order". I have added a feature to allow the user to create section headers within the order - I made a script to set the "Item Code" field to …

I run a database for the hospital I work at. On the main screen is a portal where I manually add new records by going to the first blank line in the portal and manually entering the details in. To make it easier for others to use the database, I would like to have a button on the main screen which takes users to a layout where they enter the details. When they hit the Enter button on this screen, they are taken back to the main screen - and the portal contains the details entered sorted so that the latest data is on the top line - there is a date field. Just requesting a file that I can look at so that I can learn how it is done and apply it to the database I currently …

Hello friends I'm wanting to incorporate a filtering technique into a portal that displays orders in the system using a standard set of checkboxes to create the criteria. There needs to be two variables the user can enter "Search Variable A" and "Search Variable B": 1 (Via checkboxes/drop down along side a field for the user to enter their values) -- Order ID, Order Description, Client, Project Name, Contact 2 (Checkboxes/drop down) -- Pending, Estimate/Quote, Invoice, Completed (this option two would help constrain the results) Completion/selection of one or more of the above should filter down the results. From my understanding, using the standard portal filter opt…

I have a simple dashboard portal using SELECTOR (global) -> CONNECTOR (table::ID). I have noticed that the portal does not display records even though the global selector has IDs populated (global can be seen in data viewer), but this occurs only for a non-Full Access group of users and only when hosted on a remote FM Server (third party host). I have tested the counter approaches to both of those conditions (access rights, local v server) and shown that it works in all other ways: when copied to local machine, the particular user group see the expected records in the portal fine. when I login to the hosted solution as a full access user, I see records fine in this…

Hi, I have a DB I'm working on and I'm stuck on something that I think will be pretty simple but I cant seem to get my head around it. Its for a school, so you have courses,locations,students etc. Students can take many courses at many locations. So I have a course layout, with a portal to the participants. This works well apart from I cannot get to open the related record from the portal without it showing me all of the records relating to the student in question. I need to create and reprint a certificate for each student \ course. I have created a button on the portal row to open another related layout up (the cert) to allow them to be printed or emailed, but it al…

How do I get the text to flow down with the portal on a invoice? Ive clicked on the active row state and the table on my invoice flows down perfectly however the subtotal, Vat and other stuff below won't move down unless I edit each invoice manually in the print view layout. Is there anyway the text can move down automatically when a longer invoice is made?

I am new to Filemaker and I am trying to build a database for my business which starts early next year. I am getting along quite well with it, but stumped by this. I have built a home page layout and can navigate to all my other layouts from there and it all works nice, my problem is I want to put a window/portal on the home page to show all quotes that's are still with a status of quote. Also one that shows all quotes with a status of invoice.

How to create new row in portal without use of relationship? Kent

Filemaker 12 - Beginner - I have 3 portals listing courses students can take to satisfy their major & minor requirements. I also have 3 portals below them listing the courses the students have already taken (within those lists) along with the total points accumulated. If a student takes a minor course which is also listed in the major course choices they cannot count that as points accumulated to satisfy their minor requirement. (these courses are listed but have strike thru conditional formatting on them). I would like to total the courses taken within their Minor list....(minus the courses that cannot be counted). I am having trouble with the calculation to sub…

I have a portal that I will call LIST OF CUSTOMERS. (Photos #1 & 2) My desire is to type the first few letters of a company's name in the global field CallReport::ChooseCustomer and click on a red square button (Photo #4) to populate the portal LIST OF CUSTOMERS with an alpha-sort of my customers' names starting with Customer2::CustomerName >= CallReport::ChooseCustomer at the top and ending with Zywux on the bottom. Everything works PERFECT except the portal does not refresh such that Customer2::CustomerName >= CallReport::ChooseCustomer is listed in the first row of the portal no matter how many times I click on the red square button! (The top-left red arrows…

I have a flat database of classical CDs, which are a part of our inventory. It includes a field "Composer(s)", where the content are written in free form. I would like to make an extension with a composer database and create a relation between the two, so I can look up composers and see what CDs we have with them, and vice versa: look up a CD and see what composers are acting on it. Our composer field is not complete. If more than 3-4 composers, the text are written just "a.o." or "and others". I have no experience with relationships, so it must be simple and explained step by step. I have found this thread http://fmforums.com/forums/topic/50942-portal-grouping-problem…

Hi all. Very new to Filemaker. Have in the past used MS Access as a gap filler when organisations I have worked for didn't have software that does whats needed. This current company I am working for is the worst. They don't even have a basic CRM. And Im finding that MS Access doesn't cut it anymore. I needed Access supercharged. Then I found FMP. One word. Wow! Im not a developer. As mentioned, I am creating Apps to fill gaps urgently. But after a bit of a play with FMP I have decided I want to learn a little more. Who knows, one day I might be developing software for my own business. Pretty good skill to have. OK, so I have started to develop a reasonably complex app.…

History records are added to contact records via a portal on the contact record. The Create date is added through auto enter . I need to generate a list of selected history entries in the History Table via the portal, but only show the very latest entry for each contact, whenever it was entered.

Hello , i am developing a sales system for a company , and they have 3 types of payment CHECK, CREDIT, CASH, they need to sum this at the end of the day, so what i want to do is to insert this values in a dropdown list, so if they choose CASH, to move the value of the total to the field CASH, or if they choose credit it moves the value of the total to the credit field. Can any one help me? attached is the screenshot Thanks

So for some reason, not all the records I want are showing up in a portal. I have a global ID (just the number 1) that I matched to all Client records (probably not the best way to do this as it's running really slowly), and then for each Client we have one or more Correspondence relationships. I am trying to show Correspondences on a Global layout, filtering based off of a boolean field in Correspondence. I know that the boolean value is correct for the records that aren't being shown, and they are related to the global layout in the same way that the ones that ARE showing up are. I know that the Client-Correspondence relationship isn't the issue because the Client infor…

Now I know you are all going to say “don’t use repeating fields to store editable data!” but I am running into all sorts of other problems with my solution using a separate table of records that I thought it may just be that repeating fields could offer a solution. Contacts table with multiple addresses. Pop List for field AddressType based on editable custom value list - Address 1 street, Address 2 Postal, Address 3 Billing, Address 4 - Shipping, Address 5 Other …Edit to generate a dynamic relationship. The current solution uses a separate Contact_Addresses table and the dynamic relationship is based on a calculation field in Contacts - AddressTypeAbs = Abs(Addr…

I've got some strange behaviour on portals which are used to regularly display data from different years. Each record of data on the child table has a group number, a date, a year (derived from the date field) and a value and of course an FK_ID back to the parent. There are multiple records per group. In order to sum these up and use them for further maths and place them on the parent records, I summarise by group and then calculate a GetSummary, breaking by the year field. At this point I will add this has worked perfectly for me up to now. Recently, a need arose to be a bit smart with the portal and dynamically display the most recent year's data in a given portal.…

Hi There, I did a google search to learn more about displaying find results in a portal i.e. perform a find and only those resluts should be displayed within a portal and I found a couple of ideas. One was the concept of multi-key fields but I noticed the video was done with an older version of Filemaker. With FM 11, we have the ability to do a filter within a portal based on a calcualtion and I wonder whether there isn't an easier way now with FM11 to use this portal filter functionality to produce a portal with only the find results? Is Multi-keys still the best way or is there a better way with Portal filters? Thanks so much for your advice and time. M…

Hi folks, first post here. Getting back into FM after a 15 year hiatus! My brain hurts. Anyway, here's something I'm trying to do and I'm sure it's easy, but I've tied my brain up in knots trying to figure it out so now is the time to ask for help. I have a table of people. I need to know who, from the same table, each one of them knows via a portal, so that a user can pick and choose who each person knows via a dropdown. For instance, I create a people record called Alan. I know that Alan knows Brian and Colin, so via a portal on Alan's record I select Brian and Colin as people that Alan knows via dropdowns. In turn, when I then visit Brian and Colin's records, I …

I have an existing parent table called "Timesheet" and a child table called "Task". Data in the Timesheet table includes things like the employee's ID, the date of the work, the client, and the project. Data in the Task table includes the specific task performed, the rate we bill for that task, and the time logged on that task. Users must create one Timesheet record for each project each day. This data is currently displayed on a layout based on the Timesheet table, with a portal to show the related Task records. Management would like me to see about a different layout which would allow users to enter all of one day on a single layout. I thought that a self-join of the…

Hello All, I have a parent table with a related table that holds records with 2 fields - a field holding either "S" (Strengths) or "W" (Weaknesses) and a comment field. For report printing purposes, I'd like to combine the comment field of all related portal records in a combine_field in the parent table - but only if the record is a Strength. Could you please advise if I need to script the combining similar to this http://help.filemaker.com/app/answers/detail/a_id/2403/kw/combining records but with an additional check on the S/W field... or is there a more efficient solution whereby I can make my combine_field a calculated result using the List function and some kind…

I have a portal showing 10 records, i want to only display records number fiive and above, the goal is to prevent record 1 - 4 to from being visible.

When creating a new record via relationship in a portal, the empty row for the new record is always pushed to the end. Can we, in some way, put the empty row on the top so we don't need to scroll all the way down? I did search this forum and found a couple topics on this, but, for some reason, all the attached demo files are missing and can't be downloaded. Can anybody give me an idea or show me a demo file? Thanks so much!

Hey guys. First time post here. I just purchased Filemaker Pro 14 for our company and am in the process of setting up a database for our call center to use in tracking customer contact, having notes on each contact and so on. I have the system basically setup and functional. But I am trying to expand the functionality of the database a bit. Below is what I am needing to do. I have a Database with Contact information in it. It has a related table for a number of diferent types of content. one being Notes for each contact. I currently am using the find feature for the girls in the call center to find the people they need to contact. What I would like however is to have a …

I'm currently designing an iPhone client for a database with many thousand records. I'm looking for a possibility to only load 100 portal records at first, then allow the user to load more if desired. Apple is doing the same in their iOS Mail application for IMAP connections. At the bottom of the list there's a button which allows the user to "load more messages from server" (or similar). I think this could be very useful for mobile FM development in general. After many hours I sort of gave up... the portal in question is based on a join-table. See image attached. Any ideas and input most appreciated!!

I know this thread is a bit dated.. but I would like to take it a step further. Could the technique from post 2 and 10 somehow be applied to create a function to limit/expand number of records shown in a portal? I'm currently designing an iPhone client for a database with many thousand records. I'm looking for a possibility to only load 100 portal records at first, then allow the user to load more if desired. Apple is doing the same in their iOS Mail application for IMAP connections. At the bottom of the list there's a button which allows the user to "load more messages from server" (or similar). I think this could be very useful for mobile FM development in general. …

I have a filemaker solution similar to filemaker 13 invoicing solution with the same relationship diagram Except on the customer detail layout where it has the 2 portals for paid and unpaid i have a portal from Products I have a field on the Portal called Product:Item and another field that sums Invoice Data:Qty what i want is for the field that sums the Invoice Data:Qty to display is the total number of Product:Item bought by the current customer on the Customer Detail Layout right now it is displaying the total quantity bought by all the customer and not the current customer. Im new to this so hope i explained it ok and thanks

I'd like to hear folks' ideas about the best way to edit some related records in a script. I have a layout based in TableA, with 3 portals each showing related records from TableB. There's a simple relation TO from A to B via an ID from A. Each portal only shows one record, so I can view 3 records at a time. There are buttons that set a few fields between records, though, or copy from one record to another. E.g. a button to assign a name in Record2 to the same name as in Record1. My current process is to use an 'Edit' relationship: TableA is related to a new TO of TableB via a key field and a global-field selector. So if I want to edit record 2, I set the global s…

Hi all I have a semi-working script to filter a portal in real time based on what the user begins to type to search within the portal. I've modified my filter calculation so many times I've ended up confusing myself. I have two filter requirements that need to work in conjunction with one another, regardless if the user is utilizing both filtering options. "Filter 1" is the type ahead field - a global (company search ahead) that uses a custom function, and "Filter 2" is a field with checkboxes - a global (company filter type) - that allows me to further filter based on the record's user entered status (company status). The filter calculation below works if the user typ…