Portals

Hello All, I am a newbie with FileMaker Dev (about 1 month) and making progress fast thanks to this forum. I'm stuck on a problem though, and hoping you guys can help. I am developing a Timecards module for our company. Basically a user records time against various job weekly. I created an entry form with the various fields to fill in at the top, and at the bottom of the form I have a portal. The purpose of the portal is to show time entries for the current user for the current week only with a total hours field. The portal is using a self relationship, back to the same file relating the username. I am stumped on how to make fields, and set up a relati…

Not certain if this is the best forum but the issue is directly related to portals so here goes... Is there a way to clear a portal filter automatically (via validation/calculations/etc.) if the user does a next/previous record? I believe the answer is no but wanted to verify. Assuming the answer is no, then I'm looking for suggestions for an alternate implementation of the following portal filtering structure... There are 3 files (project, phase, test cycles). Relationships are defined from project->phase (off projectID), phase->test cycles (off phaseID), and project->test cycles (off of a currentPhaseID which is a calculated value in projects). …

How do I make a portal show only records with something in them, not empty rows? I've gotten as far as making a calculation field that shows a 1 if the record has something in it, but cannot make that 1 translate into showing only those records in the portal.

Hi everyone. I have a question. I work in an small non-profit office where we recruit students for higher education opportunities. I have an internal database written in UniQuery that has about 200 (name, address, GPA, High school attended, etc...)fields for every student. The database is complicated to use for many of my employees and I need to develop an easy to use (point and click) interface to view maybe 50 of the 200 fields. My question is, if I develped a FMP interface and download this data on a daily basis, what is the most efficent way to download the info? My main database can download into Excel and DBF. I was thinking for ease of use to downl…

Could anyone tell me how a could transfer more that one selected choice from a portal to a field. I have a database setup that will track the appications that are installed on each station. I did get the data from the portal to auto-enter into a field, but if I choose and applcation from the portal, it fills in the field like it should. But what I am trying to do is to make the field auto fill with different selections instead of over writting the first one. For example with the set field option used if I select Outlook from my portal it auto fills in my software field with the selection "Outlook" but when it select Internet Explorer from the portal if over writes th…

I have a portal in the header section of my layout. I am using the body for line items and the portal to see the information from another database that the line items relate to. Problem is I have a value list in the portal and I'm not able to use it. Is this because it's in the header? The value list is for tax purpose and I want to be able to select yes or no per item in the portal for the tax. Is there anyway I can make this work?

Dear All, I Have a portal with date and ID Date ID 2003-01-01 1 2003-02-01 2 2003-03-01 3 But the condition is if Date > 2003-02-01 then the portal shows up only 2003-03-01 3 else does not shows any thing and calculation for Sum based on what portal shows up? Is there a way to do it? Thanks Anh Phu

Here's what I got: User database Product database In the User db, I have a product portal in the main layout, that pulls all products sold to that user. However, in the products db, I have Field XYZ which contains multiple values. I would like to create a second layout in the user database that only pulls portal records for which Field XYZ matches a particular field in User database. I'm guessing this involves setting up some additional or alternative relationship but I'm not sure what that relationship should be. Is it possible to define a relationship to match both the User ID *and* the second XYZ field and then use that relationship for the second…

I have a portal that shows related records fine. And I can create a new related record in the empty row. The problem is navigating from field to field. Most fields are populated from choices on a pulldown menu but not all fields are tabbed. When a choice is made, the field is filled and the cursor moves to the next tabbed field. When the last tabbed field or one of the non-tabbed fields is filled, the new row is treated as complete and the cursor moves somewhere, maybe always to a new empty row. The last tabbed field on the entire layout is in this portal. How can I make the cursor stay on the portal row being created until the user finishes entering all data, i…

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Hi all , Question: I have a list view Each record in that list view has a portal in it. Each portal has 7 rows Each row in the portal has 5 fields all these field are radiobuttons (yes-no) and each record in the portal row has also 5 date fields On this radiobuttons I put a button (script ) containing the following (I have 5 of them): if field (portal::radiobutton) = "yes" set field (portal::radiobutton) = no set (field) (portal::date) = current date else set field (portal::radiobutton)no set field (portal::date) = "" No the script works just fine exept it always 'refreshes' the window. So it takes like 2 seconds. Is ther…

Hello, I was wondering if someone can help with me. I have database which list Business Referral. i create a portal where people can put first name, last name of referrals which is a link to another database call Referrals. i want the data entry to happen Business Referral and be display at Referral database. I dont know if my relationship is not working, i am doing the relation base on Company Id for the Business Referral database and Referral_id for Referrals Thanks, SolarPunk

Hello, I was wondering if someone can help me. i am developing a referral database. I have layout which have a portal and field where personal info is being input of the person who is making the referral. i create one to one relationship with the portal using ID. The problem that i am having is that the id get mess up when create new record. here is example of what is happening. i do one record and type the person information and the referrals this person has on the portal when i go to create a new record instead of getting Id number 2, i get id number 9 and i am wondering if it has to do with the way i set up the portal relationship to itself. Do i need to create a…

I'm new to portals (obviously! This must be SIMPLE!!). Database "Report" has a portal showing records in database "Line Items." Relationship is specified in Report database, relating to Line Item database using a Volume Number field, which is identical in both databases. Sorted by a sort field in Line Items database. In testing, I have 3 records in the Line items database with the same Volume Number value. Only the one with the lowest sort value appears in the portal of the Reports database, but it is repeated for a total of 4 lines!! After banging my head against the wall, I still can't figure it out!!

I have designed an invoice layout with the line items included in a portal. It prints the portal records I have data in, plus an empty last record. Is there any way to stop the empty record from printing also? (Yes, it is empty, it just shows the checkbox data field, but nothing is checked)

I am new to portals but I've seen someone do what I am trying. The idea is a portal with multiple rows within which are fields which the user will enter data, ie. Quantity, Price, etc... Once one row has been completed the portal will add another row of editable fields. I've experimented with this but while I can get the portal to use editable fields, I can't get the auto insertion of a new row once the first is complete. Any ideas?

OK, I'm finally switching from repeating fields to portals. Here's one newbie problem I can't seem to solve. The old file contained student demographics and multiple class site names. The class sites were in the dreaded repeating fields. I created two new related files, one called Demographics and one called Class Sites. The Class Site fields show up in a portal in Demographics and create new records as they should. So far so good. Problem: I need to import from the old file into the new Demographics file so that -demographic data goes into fields in the Demographics file -class site data goes into the Class Site portal fields in the Demographics file (…

What I have: One DB One field for "manufacturer and car model" The same in separated fields "manufacturer" and "car models" by calculation from first. Conditional value list based in "manufacturer" and "car models" If I select "BMW" in the first pop-up, the second sorts "318, 225, 525, etc" What I need: I need to select "BMW" and sort the related values in one portal alphabeticaly and omit repeated values. Now I see "525, 318i, 320, 318i (again), etc" Is that possible? Thank you

Can anyone tell me if this is even possible, before I keep banging my head against the wall? I have 4 related files with a LOT going on, but a very simplified description follows... BACKGROUND: Master file with records that use Date as a primary key. Related file (Line Items) contains records (key is primaryTask + subTask) which include financial data. A portal in the master file lists all Line Items (i.e. tasks) for a given day, and gives a single summary of financial data for that day. (No problems here.) PROBLEM: Is it possible to create a view - not a report - that shows summaries by primaryTask on a given date (i.e. primaryTask1:summary, primaryTask2:sum…

I am having a problem with a portal and page breaks. I have a portal that has over 100 records and I need to print landscape. Is there any way to cleanly create a page break within a portal? Almost all the time a row will get separated between pages.

I have just completed my first portal data base and everything is working great EXCEPT I have multiple records equal to the number of records showing in my portal. Example: One person has attended four workshops - my portal lists all four workshops but I also have four records showing the same thing. I don't even know where to start to look. Can someone get me going in the right direction?

Hi All, I am trying to migrate a 260 field ONE FILE DB to a newly designed db with many related files. I want to write a script to migrate the data and create the appropriate related records. THE EASIEST way would be to use a script step that created portal records. But it seems to me like i need to run an external script for each related file which sucks big time. Am i missing something? Can i create portal records from a parent file script?? I am trying to avoid using multiple globals and external scripts for every single related record. Basically i want to create new Portal record, set portal fields.. from the parent.. rw

I need to be able to pick up the content of a specific portal row into a calculation - sort of using the portals as variables arrays. I would like something like this: calcfield is made equal to: GetportalContent(relationship,portal_row_number,related_field_name) Does a function exist to do this?

OK, I've looked through all 25 pages of "portal" posts all the way back to year 2000 but haven't found the answer to my question. Basically it's this: I have a portal in one db that pulls from several fields in another db and I end up with 6 to 8 or so rows of data. It all looks very good on screen. However, I need to put that data into a "stable" field (like a text field) where each row of the portal would be on a seperate line of the text field. The information from this field will be taken via an applescript to a layout in an InDesign template (The template has to pull the data from a single field in order to make this thing work). The question is: can …

I spend too much time in the scripting forum and have tried to use scripts to solve a problem that a portal would solve.. However, I don't understand portals very well and the docs from FM stink... I have a collection of records which are input by several users. The final user's job is to review these records and add additional info . Currently, the final user clicks on each of these records (which contain multiple fields such as job #, company, due dates, equipment etc.) and adds info to the fiieds which are assigned to him. Would it be appropriate to have these records with multiple fields be contained in a portal so that I could have a layout in which the fi…

I have a script that changes data in related records. These related records are shown in a portal. However, after the script have changed the data, the portal records doesn't update autmoatically. I have to click inside the portal on each record changed to see changes. Is there any way to automatically update the portal's content ? Thanks in advance. Paolo.

What I'm trying to do is create a layout, where all clients are listed and when a client is clicked, all the proposals appear on a portal . I want to be able to click in the portal so that it will bring up a proposal form where they can make changes. My problem is that when the portal is placed in the body, only one record client is shown and then the proposal portal. But when I put the portal to a footer instead, all clients are shown but I cannot click in the portal cause it is in the footer. Is there a way to display all the clients and all proposals in one layout where each record is clickable.

I'm using a portal to view information about engraved cylinders. One of the fields within the portal is a container that contains an Adobe Acrobat .pdf drawing of the engraved pattern. I only want user to be able to view the pdf, by double-clicking the field. However, to give them this access, they can also delete the pdf which I don't want. Any way to give them access to double-click but not to delete or edit the field? We're running FM 5 Server with FM 5.0 clients all on Windows.

I have a very strange problem, I have a multi related DB which is hosted on one machine with a master file and many related files, there are portals throughout the DB that link to the other files, with buttons inside the portals that perform actions. When testing on the host machine, everything works fine. Now we come to network the solution, we find that on a client machine, a button in a portal behaves very strangely. When you click the button, as normal, it is highlighted, but then stays highlighted when you release the mouse button, it stays this way forever until you click the button again. You have to double click the button?! (But normal double clic…

Hi, I'm working on a solution for a medical office. I have a calendar system in it and a line-item DB holds the userfiles (doctors, nurses etc). The main DB holds all appointments, and a selfrelated portal is setup. A calc field calculates the date selected + the ID of the user (01-01-2003 G1, where G1 is the ID). When clicked on a date it will set the selected date in the calcfield but until a user is selected (providing the ID) the portal will stay empty. However, I would like to see the portal showing all appointments for that dat for all users. Only after selecting a user it should filter. Is there a way to enter a wildcard or something that the relationship…

I have 2 db: 1. Products with dates for different products (hotel room) two layouts list view and form view. 2. Price file have prices for different dates, different years, different rooms. Products and prices are related with a field called room_prices and the same in price bd like this; Room&

Hi all, I'm trying to put together a database for a art show and charity auction held at a convention. I thought it was going well, but I've gotten stuck and I'm hoping some of you might be able to help. Here is a description of my setup and problem: db file:Buyers This has a portal to"art using ::BadgeNumber, and relarionship to Registration using ::BadgeNumber to pull in the buyers name and address. I have it set up so that when you enter the buyers badge number in the buyers db it lists everything that the person has bought and totals the amount due. Since the art can be bought at different times (for a quick sale, during the action, or on sunda…

OK, I tried to come up with a way to explain my problem, but without showing you it seems complicated to verbalize... here goes a semi-short version... I have created a Filemaker db for an educational program tracking student info including contact, grades, surveys, etc. I also have a db tracking events/activities offered by this program including student events, parents events, and pro development events. These are two different dbs, each with their own sets of related db files. Now my client wants me to modify the student db to list all the events each student participates in. Currently the Events db just tracks the total # of students per event ( a 1 t…

Hi every body... Again consult my prefer page (FM Forums)... In this time I have a little problem for the FM experts, my problem is... I have a DB with a portal (invoice portal), in this portal the user capture invoice, concept, invoice number, payment and payment date. Ok, I want to collect all payments (dates) from Invoice Portal and resume in another portal by month (this will be payment month portal), how can I do this?? always in the invoice portal user can get in payment date in any time for example: Invoice portal Payment date (field) Payment (field) 02/15/03 $500 (portal row 1) 02/26/03 …

I recently started a new database using the contact management template. I changed the company related field to "contact type" related field. Now in my portal the names do not show up. The list shows and the company name shows. If I lick on a portal row that record shows at the top. I have checked all of my calculations, etc. and cannot figure out what I did wrong. My contact type is a drop down list selection. Could this have anything to do with why the names do not appear? I'm stumped on this one. TIA

Howdy all, I have a database with an new hopefull invetory system. I would love to set it up to have a list of all the items i can purchase, and a list off all the things I currently have, and would love to be able to move this data from a purchase to my stock. eg. (purchase 100 sheets of paper - 100 sheets moves to stock - Later move 30 sheets of paper to add to a job, hence leaving only 70 sheets in stock. Trouble is I wouldnt have a clue where to start. List of currents db's Main Production Quote Customer List P/Orders Inventory Anyway I dont want to many db's. Can someone please push me in the right direction. Much Apreciated …

FM give so many suprises. The button just won't work! I've scouted the forum for solutions but couldn't find any (that I understood). There must be a solution somewhere, cause I think my problem is common. Please point it out to me or help me with a reply! I've go about 15 Text fields. And 20 buttons with different Insert Text strings. The script simply inserts a sentance into the field where the cursor is blinking. All fine. The problem comes that I have put these buttons into a selfrelated Portal. I just don't know how I can get the buttons to work again. I've tried Set field, Perform External script, Go to field, etc. But it won't put the…

I am having an issue that one field of data file of six fields is not showing in the Portal. I have made sure the file names are the same. It is probably obvious. anybody have any ideas. File enclosed Complaint Manager.zip

Sorry about my English. If you can not understand me forgive me... Please I want to find a solution to my problem and I can't. My problem is that I have a file with name "Room Reservations" and another file with name "Plan of rooms" with a related portal from a third file with name "tempfile". I use the temp file to hold all the reservations for a room using "RoomId" match field so the portal in the "Plan of rooms" can appear all the reservations for each room. The real problem is that because I have a relation between "Plan of rooms" and "Temp" files I can not use the portal fields If I click them to go to a related record in the "Room Reservations" file. How can…

Is it possible to make a find in a portal? I have a portal in a master with one field from a related file. It shows all the record from that related file, but when I try to make a find in that one related field/portal/find mode, it says "No records match this request"

I need to collect stats for a questionnaire that has been filled out. Eash question requires a quarterly sum. I would like to do it as a portal solution but the snag is I need to narrow the search down by year. My first concern is that the value for each answer will have to have a calc field that binds the answer&year. Can you think of another way to have a portal filter by two values.

I've got a portal with a very long list. When the user clicks on a portal row, data from that item is displayed, and the portal returns itself to the top of the list. The client (rightly) wants the portal to stay where it was - how do I capture where he clicked & return to that row in the portal? -Stanley

I have a "client" file and an "employee" file. For each client there are many employees assigned. I have an "assignments" file as my middle file. There is a key serial number for the clients and the employees. I work in the "client" file mostly and I add or remove employee assignments in a portal (which views the "assignments" file). Occasionally I run a list for an employee that has all of their clients, obviously from the "employee" file. How can I add an employee assignement in the portal by selecting their name, not typing a serial number? I want to maintain using the serial numbers as the key (not the name) because names change and occasionally someone…

Now I know I can't nest portals, so I don't know how to do what I want to do. Or if it's even possible. But here goes... I have 2 databases -- STUDENTS which tracks general contact information and ACTIVEYEARS which tracks membership by school year. A portal in STUDENTS shows all the active years for each student (key is totally unique -- studentID). Occasionally a student will drop from the club and I enter that information into the ACTIVEYEAR record for that student for that club year. Then I created a field -- showDroppedInfo -- in ACTIVEYEARS that shows the date and reason if the field -- dropped? -- (also in ACTIVEYEARS) is YES. Is there any way…

I'm having problems getting the portal to do what I want. I have a portal to an 'allegations' database from the main file. I have a relationship set up based on a field called 'mis #' which is bascially a serial number for each client that comes in. In the portal I'm including multiple fields from the allegation to summarize each record. I wanted to have this portal so when I go into a client's records it will show the 'history' allegations for the client. But what it does is just duplicate the record that I'm viewing. For instance, I have a client "john smith" with a mis number of 24, who has had a case open before. When I'm in john smith's most recent record …

Hello everyone: I haven't been able to sort a portal using 2 different factors (date and person).The sort that is set when establishing the relationship, does not discriminate the person, only the date. I would like to be able to sort and obtain the 6 more recent dates of one person and paste that data in 6 fields. I included 2 sample files that better explain what I want to do. I really appreciate any help you can give me Sincerely Pablomac pablomac.zip

I hope there is an easy answer to creating a running total in a portal. I have a portal displaying patient unique records which represent invoices, adjustments, and payments. It seems to work fine. I have created a relationship that connects the desired (entered) patient number with the patient numbers of the records from the same file. Unfortunately, I can't seem to figure how to include a running total next to the amount field in the portal. This would be a nice addition. Is it possible to do? Thanks for any help.

Is it possible to show omitted records in a portal?. What I am trying to do is copying the data from a portal with a script and then paste it into another field. I thought that sorting the master file would also sort the portal but ..... didn't happen. I sorted the master file using the omit command and finally got what I wanted but how do I sort the portal in order to show the same sort I did with the master file? Thanks in advance Pablomac

I have a portal showing many records and use a calc field "Hilite Record" to hilite the selected row. I also use navigational buttons- previous record, next record.... If I go to the last record my script hilites the last portal record/row correctly but you don't see it because the portal doesn't scroll down to that record. Any suggestions on how to make the portal scroll down to show the hilited record?

Hi, I have a DB that lookups images in a related DB using an item#. There are however images that show more than one item and therefore are tagged with more than 1 item# in one line (like: item#1 item#2 item#3 etc). The problem is that when a user enters - lets say - item#2, the image wont show up, since its not an exeact match... Is there *any* way to work around this? I never tested the system for those multiple numbers and there are already over 9.000 images entered : So it's kinda hard to just re-write a part of it.... TIA JP

I have two related databases, one is the main or "contact" database, and the other holds records of donations sent to our organization. Each contact can have numerous donations attributed to them. If I want to find the number of donors and not the number of gifts in a fiscal year, I use a portal from the contacts database so it eliminates the possibility of duplication, since people can give more than once per year. My problem, is that people's gifts can be coded differently. For example, two gifts from one person can come from themselves, or their family foundation, or their company, etc. So, if I do a find in the portal for "individual" donations in "2001" fiscal y…

Hello everyone, I have got a specific problem with my customer database (customer.fp5) At the top, I've created fields for personal customer data like first name last name, city etc. Below that I've created a portal which I want to use for the items the customer has bought. For the portal, I've created a relationship on itself with last name ::last name. In the portal itself, I've placed the fields : Prod.-no. | Products purchased (name of prod.) | Cost of prod. | Creation date| My problem is that it creates multiple records for one customer name every time I add a new row. So if I start with the second row, it also creates a second da…

i know how to delete an individual portal row but is thier a quick way to delete all potal rows in a portal a bit like you can use delete all to delete all the records in a file. James

I have two simple files: fileA is an order form for customers. FileA has a portal to fileB where are line items with: goods and quantity fields. I have related the files by using the orderID field on both files. How do I make a report which will give me the summaries of the qunatities in FileB inbetween cerain dated of order. the date field is part of FileA. Thanks for answering this simple question.

I want to use the result of summary fields from my Line Item into a portal for Inventory in my Product File. The Products I'm selling are subcategorized (think of a validity date attached to a product). So I want to list all the category in stock for each product. Using selfjoin, I can select any category from a popup list and see the detailled records for each, but for a more dynamic viewing, I would like to get a "list" of all categories in stock portal (I just need 5 lines that is the max category I hold in stock for the same article). I thought about a portal, as it can immediately display these records, but cannot find a way to catch the summary fields fr…

Hi everybody, Would you please help me to solve a problem with relationship and portal. (Sorry, English is not my native language). There are two files: Category and Clients. Fields in Category: CatID (Number), CatName (Text) Fields in Clients: ClientID (Number), ClientName (Text) etc. I would like to create row of buttons named as categories and a portal in the file Clients. When I click on the button i.e. "Category-1" all records from Clients related to this category should appear in the portal. If "Category-2" is pressed then records related to "Category-2" and so on. Please explain me what relationship and between what fields should I establish to get reco…

Hi, I'm brand new here. New to FileMaker also, so I'm looking for your expertise in this field. I'm trying to set up a relational db where there will be a customer file, a contact person file.. maybe another file too, not sure yet. The plan is for all of these to be related to another file, which will be invoices. I understand how to relate files, have worked with that a little on my own. What I'd really like to be able to do is if someone's working in the invoicing file and they have a NEW contact person that they'd be able to enter the info in the invoice and have that update the contact file. Sadly, I've hit the end of my skills. I've tried using porta…

I have a portal where there are multiple fields that need to be nested in a sort. Example - Sort 1 would have Truck, Ship Via, Airport in Ascending order. Sort 2 would have Ship Via, Airport, Truck in Ascending order. I have a script in the related file that contains the records but can't get it to "stick" when I return to the portal page. Any ideas? Thanks DG

I have an sales/inventory system which calculates totals, but now I need to provide a way to view subtotals by tour name in a portal. The "sales" file creates a record (thru an import) for every item everytime there is an event - they appear in a portal in another file as a spreadsheet to record sales. Each record has a serial # for the item, a date and a tour name. Totals are calculated thru a self-join relationship based on serial#. I figured a great way to get subtotals by tourname would be with a global and a calulation field in which the serial number appears if the TourName = gTourName, and then have a relationship based on this new field, but Filemaker …

hi, I'm working on a solution that holds a little data in the MAIN DB, and uses line_item db's to store other info. It's all working ok. The only problem i have now (and didn't figure out how to work around it) is that I want to create a list of all item in a related DB. Example: one line_items holds 'raw materials'. I want the users to be able to print a complete list of available items stored in the line_item DB, without actualy 'opening' it. In other words, the way this solution is set-up is that only the main DB (with loads of portals) will be in front, all line_item DB's are hidden. The easy way would be to create a scriptset that will generate the list i…

I have a db with different classes different assignments listed, including the weight of the grade for each assignment. I have another db for specific students with a portal wherein, upon selection of the class title, the assignments related to the class fill in, as well as the related grade weight. NOW, I need to enter scores for each assignment in this student database and then calculate the appropriate grade based on the weight. I am lining fields up by the appropriate portal row, but I cannot seem to access lines or rows or fields in this portal to perform my calculations. Is there a way to do this? or am I going about this all wrong? Thanks for any s…

Hi everybody! Could you please look at free FileMaker Solution Framework <<ftp://ftp.apple.com/filemaker/solutions/FileMaker_Solution_Framework.sit>> There you are the Invoices (portal with Quantity, Price, Amount, etc.) and the Products (Price, Default Order Quantity, etc.), and a join file LineItems. The Product information is called into the portal at the Invoices db layout by a script ("Choose Product") attached to a button "Add item" : PerformScript [sub-scripts, "[RTN] = "Save Portal Row""] Set Field ["PRODUCT_Constant::_Variables", "InvoiceNumber"] Set Field ["PRODUCT_Constant::_ButtonControl", ""AddItem""] PerformScript [s…

I have created an invoices file for inputing and viewing customer invoices, using portals, and a line items file for printing the invoices for my customers. All of the fields are in my line items file and simply being viewed in my invoices file within the portal. However, I have summary fields that are in the invoices file that are calculating the total product cost, the total shipping cost, and the total sales tax for the invoice based on each portal row or record within the line items file. It is working. However, know in my customer database I want to be able to view the buying history of each customer. I had it set up in a portal, but I can't view all the informa…

I plead total newbie status on this one ! What I'm trying to do is set up a search key field in the source file for a portal/relationship, which can be calculated to be something different each time I change a field in the Master. For example, I have client records in the source file which are flagged as either (M)usic or (H)i-fi by a text flag, _flag. My searching field in the source file is called _c_searchkey and I want it to be either equal to _t_city & _flag, or _d_date & _flag, or _t_lastname & _flag, depending on whether I set a field in the Master called _t_searchtype. However, Filemaker won't allow the resulting calculation to be stored as…

Is there any way to have the portal size vary depending on the number of records it contains? I know I can set the number of rows and that I can have a vertical scroll, but can I have the portal be 4 rows, for example, in one record because that record only has 4 related items, but the next record show 9? Thanks. Susan

I'm stumped. I have three fields that are just collection points for adding information to a portal below it. The fields are: date, name, and notes The user will click a button next to the fields that will add the information into the portal. The script goes like this: Freeze Window Goto Portal, last row copy (current record) date paste (related file) date copy (current record) name paste (related file) name copy (current record) notes paste (related file) notes clear (current record) date clear (current record) name clear (current record) notes Goto field (current record) date Refresh window I thought this method and script wou…

I have two related databases. For the sake of my NDA, lets call them A and B. each record in A has a unique id (AID) and has general information about an A. each record in B is tied to a particular A (matched by AID), and has more specific information. i'm doing a report in A, and want a portal that will diplay about a dozen fields from each B related to that A. It's going well, but I need to have a running total in the portal. How do I accomplish this? because my abstraction may have been confusing, here's an example of the output i want AID: 1 Name: Foo Type: example field1: bar field2: grok field3: bupkis ----portal---- BID: 1 …

Hi, I've been reading and reading but can't seem to find my answer. Perhaps I am going about this all the wrong way too!? I have a db with persennel records. Within it I have a portal to a training records db (there could be hundreds of training records per person) I get them to list just fine. Now I need field that shows if a person meets certain requirements by having, say, 4 specific trainings. I'd just like a "YES" or "NO" in the field. I tried the If function and it only looks at the first record in the portal. Perhaps I am going about this all wrong and there is a much easier way? Please, any help would be greatly apreciated. Thank you!

Is there any way I can have the "blank" or "new" record in the portal be sorted to the top of the portal? i.e. when you use portals, you can enter new data at the bottom of the list below your actual data. I would like this to default to the top when I open a particular layout, because the users will be adding a new entry every time they have to open that layout.

hi, I have a min db to work in and a few line_items containing client info and such. The portals all show what i want to see but... I'v emade a button on it to view a record in the portal,, but clicking that will open the line_item db, instead of showing it in the main db. I have a layout in the Main db where I can add new info to the line_items so thats now really the problem, just how to get info into the main db. I don't want my client to see the line_items... Thanks in advance JP ps. i did search in the forum but couldnt get a good answer :

Hi everybody! Excuse my novice's ignorance, my problem is probably simple and have been solved long time ago. I am contemplating a kind of chemical notebook by modification of the excellent free FileMaker Solution Framework <<ftp://ftp.apple.com/filemaker/solutions/FileMaker_Solution_Framework.sit>> Standing on the terminology used therein, there is a many-to-many correspondence between data in two database files, Invoices (portal with Quantity, Price, Amount, etc.) and Products (Price, Default Order Quantity, etc.), and a join file LineItems where calculations are performed. The configuration allows calculation of "Amount from the Quantity" (= Pri…

I have a list of job numbers listed inside a portal in the Product file. The job numbers must be listed in the order that the product is manufactured. I know the portal can be sorted via the job number but that would not be the proper sequence. For instance: A product could have the following list of job numbers, 201804 PCB XYZ SMT 180401 PCB XYZ MOD 198020 PRODUCT XYZ-1 BUILD 210841 PRODUCT XYZ-1 TEST 450802 PRODUCT XYZ-1 QA Now, initially when I create the Bill-of-Jobs (Product with a list of jobs) I create it in the manner it is going to be built. But after the list is defined, down the road, production may request a job number for "PCB XYZ T…

Hi, I would like to have a database where a drop down list will auto open a corresponding drop down list. EG list A will have a selection of product types - by clicking on a product type, list B will show the products contained within that product type (list A) By clicking on the product in list B, a complete description will appear in a fields layout. So ... product group (from List A) = soft drinks (soda) List B shows 20 sodas - by selecting soda 4, the fields propagate with the information for soda 4 (eg supplier, contact name, telephone, email etc) Is there a quick, simple and user friendly way of doing this? many thanks

Be gentle.. I'm a newbie to this and the attached file is my first attempt at a portal!! First of all, all feedback on its design would be welcome. Basically the idea of this database is to feed in all information for incorporation of a new company including shareholders/directors. Once you have entered an ACN in the main data entry, entering this again in the shareholder region will copy info into screen. My problems are as follows: Adding shares is chunky and full of loop-holes. If a user is playing around in shares, they could quite easily see the record as being empty as opposed to being in the wrong shareholder layout. Problem could be resolved wit…

i've looked and from what i've found, i know that i need a global field somehow in order to do what i need/want to do, and i _almost_ understand why/how it works that way, and then my mind goes blank. i have two db's: a client file: obvious info about clients, each client has their own serial number. a job file each job= one record, with date of job, which client it was for, which subcontracter did it, etc. each job has it's own serial number a billing file each client gets one record per month, with all jobs for that month listed in a portal along with the specific job info(date, sub, priceetc) each record/invoice has it's own serial number. …

Hi everybody this is my first post so take it easy on the newb. I have a problem with creating new records through a portal. I have 4 database files: Clients, Therapists, Service, Service Logs The error I get is "The relationship "Service" is not valid and must be corrected before this field can be modified" The service database holds each service that is done with a client. The Service Log database shows the client and therapist with each service related to them in a portal. I'm able to see the related service records when I select a client and therapist. But when I try to add a new record through the portal I get that error "The relationship "Ser…

I have 2 files, WorkOrders and Tasks. WorkOrders are made up of tasks. I have a self-related portal to view open WorkOrders in which I would also like to show related tasks. Is there a way to place a portal within another portal?

Hi, I have one database where you enter the date a session started. In another database I enter the date of the treatment. Since I have patients who started already several different sessions, I want to create a portal in the sessions database which is showing me only the treatment dates starting with the date on which the session started. I know it looks a bit difficult (English is not my native language - sorry!), and I am sure it can't be that difficult...but i need some help. Your help will be appreciated!

Scenario: Running a script that automatically duplicates portal records in a loop, based off whether a field "Continue After Break" is checked. The solution is a "Time Tracking" DB that allows employees to log their times against certain orders and jobs. I am trying to implement a quick, one button way to log in and out of break, and automatically starting on the job the person was working on before break. Problem: After the script is run, it appears as if all the portals did not get updated with the new information. Selecting the entire portal row "refreshes" that row to what is really there, but I think it should just automatically update. Puting a Refres…

Is there a problem with using the "auto-enter from previous record" option on a field in a portal? I have created a db where this option works fine. As the user creates a new record, the vendor field is automatically populated with the vendor from the previous record. However, when I use this db as a child table in a portal, the auto-enter behaves unpredictably. As the user creates a new child record, it populates the field with info from an existing record, but not always the immediate previous record. This produces unpredictable and frustrating results. Is there a sort issue involved (I tried different sort orders as part of defining the relationship betw…

I use a portal for Cust Order, related to my Line Item File. The Line Item has a "N

Hi! I'm new to using portals and I have a question. I've been reading many posts in this forum, but haven't found any that answer my question directly. My problem is related to the number of rows in a portal. It seems I have to specify a finite number of rows in which to display related fields (I've always had the same confusion on how to handle repeating fields in this situation). But suppose in a one to many relationship, I don't know in advance how many related records there will be--it could be one or it could be twelve! If I have to put an upper limit on the number of rows to display in a portal--say I make it 10--then I won't see the last two related records. I…

am using Instant Web publishing in Filemaker v 5.03 with the v 5.06 patch applied. I've got one master table and three portals on the layout. Can this be done? Once _any_ records are added - either in a related field or a master record (Personnel) , the related (portal) records in the layout begins to become uneditable. The master table can still be edited just fine. If you suggest that I just use three different layouts, that would be okay too, as long as I can get rid of the related record editing problem. Thanks in advance. AB

With some good advice from this board I finally got my purchase order database up and running *correctly* by using a portal for the line item data. Now my problem is getting it to print multiple pages of the PO if the number of line items exceeds the # rows visible for each page? In other words, I set up a template for the printed PO, with a Header (customer info), a Body (portal to the line item DB), and a Trailing Grand Summary (to calculate a total cost for the line items). I set the portal to show 13 rows, and regardless of the number of items I enter in the entry screen, the printed PO will only print a max of 13 rows. How can I get it to print on a second (or th…

I have problem to get my portal to work. Db1 (orders) are related to db2 (products) Db1 related to db3 (line_items, storing items from orders) Db 4 (prices) I made a portal showing records from db3 (line_items) and I look up a product with a code and this works fine. But now I need to add one more db that holds information about prices for this product. I want a pop-up list showing available prices for this product inside the portal. When I put the pop-up list there is it empty, because there are no related values. So how can I get the pop-up list to show values based on a product name in the portal from a db that has no related files to db1

Dear All, I would like to know If I have a portal and set it to 4 rows. If I have 6 rows, I would like it appears 6 rows on the screen without using vertical scroll. Since with vertical scroll i can only print 4 rows at top only? ...Another question : how could we go to the last row of portal to print? ANy idea people? Thanks

Hello, I have a price history database related to a product database, that I've a portal showing the price history on the product master, and that portal is sorted by date, so most update price should always on top. The problem I facing is I want filemaker to compare the latest price and the second latest price (the 1st and the 2nd row of portal), I know how to get the latest price by calculation, but it seems no way to retrieve the price on second row. I know it could be done by script, but I hope it could be automatically based on calculation field. Please help! Thanks in advance! damon

I am working on a db with relational files two levels deep, ie. the first db relates to second db which then relates to a third db. Fields from the second db are displayed in the layout for db 1 within a portal. I would like to be able to update fields in the third db from the interface in the first db. However, the key between dbs 1 & 2 is different than the key between dbs 2 & 3. I can figure out how to display the fields from db 3 in db 1 (using calc fields in db 2 and then adding those calc fields to the portal) but I can't update them. I tried to find a way to get the key between db 2 & db 3 to db 1 (using calc fields) so I could create a relat…

I use the "highlight feature" for my layouts in list mode, but is it possible to do this is portals. For today, everytime I put the cursor into the portal, all fields (not empty) are highlighted with the color of the backround I set, even if I selected the alternate color background option. When I have other portals in the layout, all portals are highlighted when I put the curso in one of them.

In my main database I have a portal. If I go to a particular record there are 30 line items in the portal. If I do a find, for example, to only show the ones where a field = yes, I still get all 30 items (there are only 5 the field = yes). I could do a layout where the portal is based off a relationship where I have a global field in the main file and the =yes field in the related file. Then when I choose yes in the global field only the records where field = yes are displayed. Could this somehow work in some way like above, but maybe I would have 4 global fields. Depending what the user selects in the 4 fields, would then create the relationship thus showing on…

Can you subsummary info in a portal? my master DB are hours worked in various projects by projects which I wish to summarise by week and month. Maybe i havent got the hang of subsummaries. Thanks

How can one populate a drop down value list based on portal data (entries) in a related file? Is this possible? Basically I have one file containing departments and another file containing employees with a relation :departments. In the department file I have a portal that contains employees from each department. In a Third file I would like to make a drop down containing the names of employees in one particular department. Maybe portals isn't the best way to do this. Thanks!

I don't know if I'm stratching portals' abilities here, but here's what I want to do: I have a large all-inclusive file "Employees" with all company's employees and their attributes. There are many companies, each with one or more employees. Employee's id is always a concatination of company# & employee#. I also have a smaller file "Temps" with a subset of those from "Employees", and without all the attributes. Employee's id is same as in above. I want to view a portal in "Temps" that'll only have local temp employees, and their attributes from "Employees" file 1. If I create portal based on company#->company# relationship, it'll give me ALL employe…

i have never used a portal in any of my dbs. so i'am wondering if i should use them and why and how? i have plenty of relationships in my dbs but no portals. Am i making life difficult for myself by not knowing? Thanks, ricardo.

Whenever a new entry goes into a portal it is hidden and need to scroll to see it. Can I reverse that order so new entries are at the top? Thanks

Is there a tip to create an horizontal scrollbar to a portal ? In my CLIENT DB, I use this solution to give the illusion of sliding row in a portal that can contain max 5 fields (there is no room for more in this layout). But I need to have access to 9 fields My first idea (and solution for the moment) is to duplicate the layout and modify the positions of fields in the portal. Layout 1 shows Field N

I currently have a button that when clicked on runs a script to create a new portal row and auto enter certain data. Then the user can go to the portal row and finish changing the rest of the field data. I want to make sure that the user uses the button to create new protal rows. But as it stands, since the fields in my portal are editable, this means that the user could also go to the bottom empty row and start entering the data there, essentially by-passing the create button. Is there a way to avoid this...to make it where a new portal row can not be created unless it is done thru the button. LR

Once a portal is placed on a layout and fields are dragged into the portal, is there a way to lock the fields inside the portal so that when the portal is dragged to a new location on the layout, the fields in the portal are dragged along as well?

I try to copy data (from a field in a portal) to the next record in the same portal, but I can't get it to work... Example: I have a portal with an overview of items in stock. The last record in the portal shows the latest update from the items in stock (cNewTotal). I like to have new portalrecords showing the latest 'in stock' number in a number field (InStock). Is there anyone out there who knows how to solve this?

hi, what is the best way of solving the record lock problems in a multi user system ? TIA ... kyle