Portals
Portals, how when and where.
3,804 topics in this forum
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I found some great methods of sorting portal on the blog fitchandfitch.com. ( http://www.fitchandfitch.com/2011/05/filemaker-portal-sorting-redux/ ) I want to modify the file „PortalSort Petrowsky.zip" (created by Matt Petrowsky). In this file we have a typical situation. There are two tables and relationships between them. I wanted to have only one table with the relationship between self-join. My unsuccessful modification in the attachment. Please help me. PortalSorting Petrowsky mod.zip
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here's the scenario. Multi-key related records in a portal field, 'related' by Last Name, Address, or Property_ID#. There are known duplicates of each of these three fields (husband/wife, parent/child, customer/supplier) with as many as four instances of the same Property_ID#. Associated with each Property ID# is a Property Value and a Property Fee (calculation based on Property Values). Portal displays ALL related records. NAME.......ADDR........PROP_ID#......PROP_VAL.....PROP_FEE At the bottom of the portal we have a sum of the Property_Value and Property_Fee columns, but this is overstated whenever there exists duplicates of the Property_ID#. We do not wish to k…
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Hi guys I'm building a small database for the company I work with but I found what seems to be a problem for me. Referring to the pic attached: the table OrdersIN has a portal on Orders IN Line Items. On each row of this portal there's a button to "select" the row by changing the field "status" (on Orders IN Line Items of course) from 0 to 1. I would like to have these selected rows (each representing a record from Orders IN Line Items and now uniquely identified by inorderID and status) to be displayed on a portal present on Invoice FUORI, but I can't manage to create a script capable of creating a new record in Invoice FUORI and having those selected rows…
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I have a print form set up to print multiple pages. It uses several tabs, showing the related records in a portal with a finite number of rows on each (1-25, then 25-50, etc.), and the print script switches tabs as needed for the count of related items. I now need to place a quantity total below on each tab, summarizing just the quantity field from related records of the portal range shown on that one tab. So I need to a field to calc sum(quantity) from related records 1-25, and another for 25-50. Trying to find something more graceful than a written out Get Nth, given I am recursive-challenged. No sort on the portal, this is just based on count 'range' o…
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I have a parent table called (Route Packs), on that table I have a portal from (Route Pack Sections) that shows the Route Pack Sections that belong to a (Route Pack). I have another layout that displays reords from (Route Packs). On this layout I have a portal that displays records from (Route Retention). This all displays correctly. On my attached diagram the bottom portal displays the correct records from (Route Retention) that are related to the relevant (Route Pack Sections) that belong to the relevant (Route Pack). I would however like the top portal to only display the name of the person who has records in the (Route Retention) table that match all the related (Rout…
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Hello, I am setting up a licensing table/layout for my music processing and licensing database. Currently, the flow of information runs like so: Music Owners > Scores > Tracks > Edits One Music Owner owns many Scores, and each score contains a number of Tracks. Each track may contain a number of Edits from that track. I am now creating a licensing table and layout and I need to create a portal that displays tracks as typed into the search field above it (see attached image). I want to be able to type in part of a track title and have it display all of the Track titles that contain the word(s) typed into the Search field. I've been trying diffe…
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Is it possible to make the fields in a portal view elastic so as they expand down the page depending on the amount of data in them. Im trying to create a layout for the iPhone.
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Hi, in short I'm trying to do the following: -there's a Table "Letters" -and a Table "People" -In the layout for Letters I want to select the recipient through clicking on a line of a portal. So far, I'm stuck with two things: 1st Issue: If I set the relationship: Letter::kf_ID_recipient = People::k_ID, then the portal is empty, but the assignment of one recipient to one letter works as expected. If I set the relationship: Letter::kf_ID_recipient X People::k_ID, then the portal is populated correctly (I can do nice searches/filtering), but I don't see how the assignment would possibly work then. 2nd Issue: how do I actually …
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Hi, Just starting to learn FM, and I'm stumped by the below. I know what it does, it is a button to perform an action. Question is, what kind of button is it? I tried to manually do this by putting a portal, and placing a button in the first row of the portal just like how the fields are, but it does not work, the button stays only in the first row. Is this some kind of special button? May i know how can i do it? Now, i just copy and paste from samples.. , but i like to understand what i am using. Thanks!
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Hi All After helping someone adjust a portal sort technique they were trying to add to thier file and due to the fact that i am working on a solution that will need multiple instances of a portal sort technique myself, I was inspired to work up the current technique I use and expand it and make it dynamic so that the same script can be used for multiple portals throughout a file. I also felt that many of the options available out there were overly complicated in thier use of custom functions and other complicated coding. I am proud to say that I believe I have come up with something quite nice that is simple to add to an existing file. It uses four calc fields and p…
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- 12 replies
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I am using FM 12 Advanced. I have 2 tables: Members and Dues On Members I have a portal based on Dues. All I want is a summary field (in the upper right corner) that shows the total of the over/under amount field. I tried a summary field. Nope. I tried a calculated field. Nope Surely there is a simple way to do this. It seems like it should be quick and simple but I am stumped. Can someone 'turn on the light' for me? (No, I can't use a sub-summary report. I just want to total a field in a portal) Thanks The solution is to put the Sum calculated field in the Members Table... Not Dues... Which makes perfect sense since the…
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I have a table called "Bids". Each Bid is for one customer's job, but I want to give them options, so I have a portal called "Quotes". If I'm on bid 137, the Bid ID is 137, and the Quote ID is 137, but I want a field called Bid Number that is a serial number: 1, 2, 3, etc. Then on the next Bid, I want the serial number to reset. The goal is to be able to save a PDF of the record, and the filename will use the Bid Number (ie. Customer Name Bid 1.pdf, Customer Name Bid 2.pdf, etc.) The problem is the bid number keeps going, so on my 4th customer bid, it's says Bid Number 45 or something, even though it's the first bid I'm sending. Thanks all...
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Hello everyone, I'd like to be able to use a checkbox or radio button set to specify a "default" entry in a portal. For example, I have a membership database, and in a member record, I show a portal of his/her addresses. Since each member can have multiple addresses, I'd like the user to check a box/radio button to specify which of the addresses shown in the portal is the default address for that member. Easy enough to add a checkbox field... However, I'd like this checkbox to act like radio button sets, where you can only have one checked at a time. The problem is that the context of a radio button set is a record and I want it to be the portal, so I can have o…
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can i create a database that has a portal that records all the new record of the database ? even when i put create new record i doesn't change and put the new record.... something like filemaker 12 has in the task database. please let me know thank you
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On a busy layout that doesn't have room for a portal, can a portal be created to pop up in a certain part of your screen via a trigger of some sort? Would you create a portal on another seperate layout and then resize the layout to the size of the portal?
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Hi I Have some dificulty trying to understand on my file why its not possible to related 2 different tables and do the calculations on the other table As you can see on my file attached i have a very simple file with 2 layouts only 1 Is the input layout 1 Is the lines layout And Im trying to get the result board on the input layout to give me the result of the other two inclued layouts but for some reason i only get part of the result on the first line off the Resul Board If anybody can give some help It would be a great help Thank you P.s. Account : Admin Computer Shop.fp7.zip
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I have FM 11 Adv (and won't get FM12 until they speed it up) I have a portal table that consists of: MembershipType MM Dues (Yes/No) Assmt (Yes/No) PM Dues (Yes/No) This table is in a portal and it works. But, when a user adds a new row to the portal and after they exit the MembershipType field, the portal sorts itself so that my 'new' record that was at the top is now 6th (for example). Question: "Is there a way to do a Perform Find in a portal and after a successful 'find, use get(activePortalRow) to get the portal row where the find was successful? (I want the user, after typing in a new MembershipType, to continue in the same portal row to …
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I've attached a copy of my database file. I'm trying to create a conditional value list that populates in a portal with two fields that contain value list. I tried to follow the setup of a an example I found online. It appears I did something wrong. I can't find it. Any chance I can get someone to take a look and see if you can tell what I'm doing wrong? Also, I've got something funky going on with the portal. When I add a portal record it seems to add two rows.. when I try to delete the portal row--it doesn't. Any suggestions would be most greatly appreciated. Thank... mp ConditionalPortalValuesProblem.zip
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Despite the current performance issue there are some great improvements with FM12. One thing that I really appreciate is that portal scrolling works great now on both Windows and Mac. You no longer have to click on a portal to give it focus. Simply hovering over them and scrolling your mouse wheel now works.
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I've opened my FM11 file in FM12 and am noticing odd or different behavior between the two versions that I don't understand. In a portal, I have a value list that is based on a field. This values are the children of the parent item in the particular record being shown on each portal line. In FM12, the values from the first line item is just repeated in every record below regardless of the parent, UNTIL I actually click on the field, and then the displayed values changes to the appropriate values for that particular record...as soon as I click out, the display reverts to showing the values from the first record. If I am not explaining this sufficiently, I can try to …
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Hello, I want to use the last record of my portal tool in another layout. I have totally 10 fields in my portal tool. I just want to get the last record of my "note1" field to another layout and show there. Thanks in advance,
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As an example, I have created a very simple FMP11 file with two entities, 'clients" and "commandes". "commandes" has two fields, _kp and "numéro de commande" which is a number auto enter serial number. There is an OT "clients_COMMANDES" linked to the entity "clients". Link to "clients_COMMANDES" allows record creation from "clients" entity. There is a view "clients" associated with the entity "clients" ans a portal associated to the OT "clients_COMMANDES" on this view. I am unable to create new "commandes" records through the portal. On the contrary, if the field "numéro de commande" is simply a number, not an auto enter serial number, no problem for the creatio…
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Hi Everyone. I have a Projects Table and a Tasks Table. In my Project Layout, I have a Tasks portal. When I DELETE a Project Record, the tasks are still in the Tasks Table. How do I delete the Master record (projects) along with the related tasks? thanks
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Is there an easy way of duplicating a record within a portal? I expect CTRL D (windows) will duplicate the record of the table I am in and not the portal. Would I need a script to do this?
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My portal is based on a join table. I want my portal records to be sorted by the Last_Name field in a related table. Is there some trick to doing this? It seems like it should be do. In my portal setup I tried Custom Order based on a value list... but my records still aren't sorting alphabetically. Any help you can give me would be so greatly appreciated.
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I have 3 tables: Members globals (Holds the 'yes/no' fields shown below) MembershipType (holds PKID and MbrType (Type of Membership) The Members::Type field is a drop-down based on the MemberShipType table. I have 2 layouts: Members::Members Setup:: ?? (nothing seems to work) As shown above, I need to let the user define the MembershipType (MbrType field) in the left column. Then I run a script that looks at the selected MbrType on the Setup Layout and calculates the 'Dues' according to the Yes/No answers to the right of a particular MbrType. This part works. Problem: I can't get the portal to show records. grrrr I h…
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I've seen similar questions relating to coping portal rows, first, last etc. But I would like to copy the entire contents of a portal, all rows. Here's the scenario as it relates to three of my tables: I use a contacts, tasks and projects table (FM pro 10A) I have a layout (workorders) in my projects table which allows us to create work orders specific to work our clients request. Work orders are a combination of the client information, the project requested and a list of task that that project requires. We have a great deal of duplicated work, example 20 clients may all want the same service during the same month. So to make creating those 20 work orders easier I ha…
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Good Morning All, I am working on a task tracking system that includes a portal to a join table. I added a portal filter to be able to narrow down the returned records by catagory and status. On the layout are a set of fields for viewing a record when selected in the portal. Pretty standard stuff. I only recently started using FMPA11 so this is actually my first experience with 11s portal filters. Although I have read a lot about them and do understand the difference between a filtered portal and a filtered relationship. That being a filtered relationship only allows through the records that match it's criteria where a filtered portal brings all valid records through…
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I have three portals on one layout. The top layout contains a list of tasks that a user has received. The middle portal contains detailed information on ALL tasks a user has received or sent. The bottom portal contains a list of tasks that a user has sent. The top and bottom portals contain just a fraction of the task information, like name date and priority. The middle portal contains ALL the task information. The purpose of this format is to provide the user with a quick and easy way to look at the sent and received tasks and to easily navigate to the desired task to get more detailed information about a specific task. I would like for the …
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This is a 'quickie'. My application has a tabbed object. Each tab has a portal. One Tab [Membership] has another tabbed interface. One 'tab' on that interface is 'DDESNDP'. On DDESNDP is a portal. Everything works well. However, to check user validity on startup a script is run which is supposed to check the TOP DDESNDP portal row field and then evaluates it. My script steps are: Go to object [ Object Name; "Member Tab"] Go to object [ Object Name: "DDESNDP"] Goto portal row [select; first] In debug, when Goto portal row [first] is run, FM jumps out of the portal and goes to the Top Left Most tab and drops into it's portal. Huh? …
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Hello everyone I have a database whit only one layout, linked to others about my students work In this particular database I collect their home work which is mainly photographs or short films However it also contains text files. I am new to portals but I d like to create one where according to ID (student ID) Date of the message I can see finding one ID every single thumbnail they sent me. I tried to so so but all the various images and films thumbnails overalap so is impossible to see them. IS there a ways to solve this? The database contains all the images from several IDs and OI am only interested in seeing the images or films Thanks a lot for…
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Hi Attached is a demo containing three tables: KEYWORDS VALUES KEYWORS_VALUES where if you enter a number (in the KEWYWORDS table) into the fields "Keyword_1" or "Keyword_2", a new entry into a portal is created, when you click outside the fields. To delete an entry in the portal you delete the content of "Keyword_1" or "Keyword_2" and click outside. If you add to a fields content, a new portal is created, and you are no longer able to delete the previously entered portal entry. Any other suggestions of how to do this? At the moment I'm just making demo files in order to learn some stuff in Filemaker. Thanks KEYWORDS.zip
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I'm writing a script that is triggered (onobjectvalidation) from a tabbed portal on a layout. Part of the script performs a search on different layout and returns with some variables set from that search. My problem is that when I return to the original layout, I can't seem to consistently get back to the point of origin (field from which the script was triggered). There are some instances in which the user will be triggering the script from the 4th row of a 10 row portal. The standard options of 'First, Next, Previous, Last' in the 'Go to portal row' command don't offer the 'go to' functionality that I need. I somehow need Filemaker to remember which row I was on wh…
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Hello everyone; Attached i have a file, but what is bugging me is wonky behavior in table / form view, IN list view it works fine as far as i can tell. It is a very simple file, but i really am confused here. ANy help / direction would be great. emp.fp7.zip
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I have a portal or video equipment that I am filtering by category (eg: Camera, Audio, Lighting, etc) using a drop down menu. In the value list I am using for the filtering, I have added "All". Is there a way to create the calculation to not filter the portal when All is selected?
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Hi All, I'm new to these forums so hopefully I'm posting this is the right spot. I'm fairly new to the more complex elements of Filemaker and have just started getting into Portals. I have two databases, one for Projects (quoting, invoicing) and one for inventory. Through portal filtering I've been able to pull up inventory based off of the type of material chosen in the PROJECT that matches the material in INVENTORY. Specifically, if I'm quoting Material "A", the portal only shows the available material "A" from inventory. Is there a way for me to go one step further and 'tag' the available inventory for a specific project? For instance... 1. Project 'Smith…
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I'm working on a Layout for Events, with is connected to a Table of Contacts via a Join Table called Invitations. EVENTS < INVITATIONS > CONTACTS So, I have a portal displaying Attendance Records, in which I display some fields from Contacts (Full Name, Organization) and some fields from Invitations (Status, Inviter). Q1) When I attempt to Sort the records in the portal, I can choose only from fields in the Invitations table. Is there no way that I can sort the records in the portal by Organization, or by Name? It seems odd that I can't "get at" these sorting options, since the data is displayed right there in the portal... What am I missing? …
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Hello, I would add a new portal row button on each row when i'll click on it it must add a new portal row under the row the button is placed. Any suggestions? Thanks,
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Good day everyone, I am new to FileMaker. I am in the process of making or trying to make a database that will allow me to enter paid invoices for a company. It would have supplier info, product info, dept purchased for info and the ability to key the paid invoice as an invoice. That is the part I'm stuck on. I think I need to create a portal on my invoice table, and I was thinking to have it pull data from the products table and then add qtys and subtotals. However it doesn't seem to work that way. I am now thinking after reviewing the solution starter on invoices that I need an additional table for line items. And that the portal in essence would be entering the…
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Hello everyone For several years I'm flirting with Filemaker working a small business base (since 2006.) Currently, I'm trying to get a history of entered data in the same board according to certain criteria. I do not want to make a new table where I had to copy all the data entered so that they could see through the portal, but I want it to have a different way. For example, I enter information such as: 1) address 2) the house number 3) name of the person from the report 4) Date of entry 5) record ID 6) categories of entry Under the above input fields I would like to see a list of all entry based on criteria of the 1) address, 2) house number a…
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I have used a portal on a layout for use as a report and find that when I set the portal to display 25 records then that's all that will be displayed when I enter preview mode. By using the scroll in browse mode I can scroll through all the portals related records even though it only displays 25 on the screen at once. Thought it would work like this in preview mode too. I have found a workround although I'm not convinced it's too clever. I can over estimate (flaw!) the number of records that I think I will need and then set the portal to display that amount and then set the portal print options to reduce enclosing part which works. I guess the flaw is that if there a…
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I have a 3 tables: work orders vehicles parts I have a layout with two portals on it: one with work orders which matches a certain vehicle (Only shows work orders for the vehicle indicated) one with parts for the corresponding work order (or at least thats what I would like) right now I have 3 work orders showing for a certain vehicle). Can someone point me in the right direction as to when I click on a work order in one portal ONLY the parts used for that WO populate the other portal? Sorry if none of this makes sense. I'm sure there's an example on here somewhere that shows how to do this, but I can't find it! Thank you in advance!
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Hi, I have a portal displaying transactions. I want to filter the transactions so that I'm only looking at the current year. the records I'm displaying in the portal have a DATE field (the field is imported from a mysql db as mm/dd/yy hh:mm:ss) and the information in my FM db is formatted as mm/dd/yyyy I'm filtering using the calculation If ( Transactions:_transDate >"01/01/2012" ; 1 ; 0 ) However this is not filtering out transactions from 2011 What am I doing wrong? Thanks, jim
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I have a portal that displays 10 rows with no vertical scroll bar. There are approximately 200 records in my table occurrence. I want my users to navigate by clicking on buttons, similar to the navigation in this forum. (please see attached screen capture) When I try to use a "go to portal row" script step it does not work becuase it only allows me to choose records being displayed (portal rows 1-10). Is there a way that can I display records 11-20 without changing layouts, and without showing the vertical scroll bar? Unfortunately showing the scroll bar, or even turning it on and making it transparent is not an option with this particular solution.
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I have a portal showing all the students and their birthdays. I want to display only the children who have a birthday coming up this week. I tried filtering the portal with the following calculation; Students:Birthdate ≥ Get(CurrentDate) AND ≤ (Get(CurrentDate +7)) .... But no cigar. I have also tried sorting the dates by Students:Birthdate but it sort by year, then Month Name (which is not the mlnths in order) Mmm, got a few ideas about teh sorting but no clue about the filtering. Any help would be greatñy appreciated. Thanks so much
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Hi, I have a problem regarding creating a portal from a list of record, in my case, user will be able to input some values in separate layout and the values will be displayed onto a table. The example of the table is shown in the attachment. How can I create this thing? I am a beginner user and use FMP 11 Adv on windows. Thank you Example.pdf
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Hello Everyone, Scenario: I have created 2 tables namely Agreement and Agreement Details, where AgreementId is primary key in Agreements table and refered as a foreign key in Agreement Details. I am capturing details from screen and passing to these 2 tables. Requirement: I want to display all records captured in the above scenario on a PORTAL on a different screen. Problem: The PORTAL is displaying data on record by record basis BUT I want all records to be displayed like a list. Please assist, I am stuck. Thanks, -DS.
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Hi Is it possible to get Filemaker to auto adjust the field size in a portal according to the amount of text that it contains. This portal contains the entries on an invoice page I am creating and the description of the work can be one line or ten lines long. I can manually adjust the field to show all the text but then it is the same for all the other entries and I have empty spaces on my page. Maybe Im going about it the wrong way and shouldnt be using a portal in this situation. I would appreciate any help with this as I have spent two days wrestling the script to get all the info into the portal, only to be stuck at the final hurdle. Thanks
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I have a portal that has 2 script triggers on it, each triggered via different fields in the portal. When the portal is empty (ie no portal rows), I cannot trigger any scripts. The only way is to set up the portal at a button, but then I loose the ability to trigger the scripts I need on the two fields I mentioned above. Is there a way to trigger a script on an empty portal without setting it up as a button? Thank you, Fed
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Consider my 3 tables: Customers, Line Items (that is, lines of invoices), and Items When in the Item database, it is very easy to show all the invoices on which that item has appeared in a given timeframe, via a portal on the item layout: Item::ID = Line Items::ID_Item and Item::gDateRangeStart <= Line Items::ShippingDate and Item::gDateRangeEnd >= Line Items::ShippingDate Next, my Line Items are related to the customer that bought it. Line Items::ID_Customer = Customers::ID Then, I conditionally format the customer name to only appear once within the portal row if: Line Items::ID_Customer = GetNthRecord( Line Items::ID_Customer ;…
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I'm trying to display the premium amount for the past 3 years in a list on the current record. I need help figuring out how to do this... I can show the date field for the current year, and the premium field for the current premium, but how do i set up the date field to be 1 year back and connect it to the premium so it shows that premium amount? Any help greatly appreciated. Matt
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Hi, I have a need to change the filtering of a portal on the fly. The current relationship to this portal is that of a client number, but need to narrow the filter down even more as a keyword is typed into a field outside the portal. The portal is to a duplicate table with an alias - I know my terminology here is wrong, but I needed a portal to the same table to list the records - so we are talking about the same table. How could I go about this please? Greg
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The attachment shows a simplified version of a situation I've encountered on a much more complicated layout. The problem is to have the filtered portals show contents in the same order as the 1, 2, 3 order of the parent records ... 1 on the left, 2 in the middle and 3 on the right. I've been mulling over some possibilities ... like having a separate "driver field" that is built by a triggered script whenever a change is detected in the order of parent records. But I can't help thinking there's a simpler way. After all, the proper order is sitting right in the parent table. I just can't figure how to put it to proper use. BTW, the order of the parent records is c…
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I have two portals on a layout that show widgets from the same table (which has Allow Creation enabled). One portal is filtered to show only Type A widgets. The other shows only Type B's. When a user adds a widget to one of the portals (by entering on the last line), I'd like the add action to automatically set the widget Type according to which portal is being used. That way, the new entry will remain in the correct portal. BTW, the Type is not displayed in the portals. Indeed, the user is not even aware of the mechanism driving the content of the two portals. Is there a way to accomplish this other than having a post-process script attached to one of the port…
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Hey everyone; i have been looking but cant find a source here on FMFORUMS with regards to Portal search filter or the like. I have been using patterncount which is very slow over the network, but now want to learn how to filter using either a relationship or custom function or something else which is super fast. What i mean is user types '" i " and script trigger does what it has to do . any links please? thanks, -ian
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Hello all! I hope everyone is looking forward to a pleasant holiday. I'm wondering if Im thinking about this properly. I have set up the following tables: event, employee, employee attendance. The event table is the "master table" I would like to have a portal that displays "active employees that are paid on a daily rate" That should come from the Employee table and the filtering I have set up works properly. I then would like to make new records in "employee attendance". It would be great if I could do so with the found set of the above filtered portal so I wouldn't have to manually select every employee on a daily basis. I have tried a few diff…
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Hey all. I hope that I have a simple question, but it has been evading me. I am looking for a thorough explanation of how FM evaluates context and relationships. I know that I have seen in the FM Help "there are two starting points possible for evaluating a relationship..." but it doesn't explain how it decides which of the two to start from. My particular situation: I am having troubles getting a portal to display what I want. I have three tables that are of interest in this case: Users, Searches, Lines. The layout is based on Users. I have a portal on one side that shows Searches, and I am trying to get a portal on the other side that will show the line it…
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I have a list of patients included are the fields below. I would like create a list based off of the Insurance field and make the portal only display the patients with the selected insurance type. Is this possible? Field Names Name Insurance type Address Location
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I am completely stuck. I created one table and one self-join relationship. I put a portal in the layout. The portal has three fields. RecNum (Calculation), Field1 (Text), Field2 (Text). Each of the columns in the portal has the possibility of sorting data. Just by pressing the column header in the portal. Depending on the sort order of rows changed in the portal. RecNum displays the row number. Up to this point everything works as expected. (Copy database in the attachment) Navigation.zip What I wanted to do? 1. Highlighting Rows in the portal I based on the following article where a similar situation is described. There is…
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Hello, I need some advice on formatting a portal that has a lot of fields. I am enrolling students into a summer music camp (i.e., Event) and have to be able to keep different joined records for every year and keep separate records if the same student enrolls in multiple camps during the same year. Students -< StudentEvents >- Events Enrollment works fine, but the trouble is that I have a lot of data that needs to be in most StudentEvents records such as: Heath Form (just a yes/no box); First Payment, Type, Receipt; Second Payment, Type, Receipt; Final Payment, Type, Receipt; Roommate Preference; Roommate School; Dorm room; Additional Information; T-S…
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I am new to this forum. I joined because I am pretty new to Filemaker and I have just come through a problem I do not know how to solve. The Filemaker has, among others, 2 DB tables: Books and Artists. They are both related through a N:M (many to many) relationship. The user can select an Artist on the Filemaker solution, and then relate a few books to that artist. The user CAN NOT relate any artist to a previously selected book: this option oes not and will not exist. I would like to create a drop-down box for Book Title, but store the Book ID. I would like the user to be able to type the first few letters of the book title and have it cycle through the li…
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Hello , i have a database with a portal that looks something like this. this is the portal item qty '''''''''''''''''' 234 1 234 2 234 2 234 2 328 1 328 1 can i make it look like this? i need the item subsumarized by item number item qty '''''''''''''''''' 234 7 328 2 please let me know Thank you Mauricio
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Im using two screens screen1 : To add employee details [with name, address.. etc] screen2: Showing employee details in portal list. And i hosted this FileMaker application to fm server. and opened in two terminal. first terminal is screen1 and second terminal is screen2. My problem is when i add a employee in terminal1 in first screen, the employee will not be shown automatically in screen2 with the terminal2. When use the "refresh" script in terminal2 the records showing properly.. but without click the refresh,the employee records cant showup by automatically in portal on screen2. What can i do to show the employee record in portal on scre…
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Hello everyone, i have attached the file for anyone who may be able to help. questions are in file. What the issue(s) are is. 1. when the user chooses an ITEM - they have to then choose which type it is & based on that, a global relationship is established using a script and another LineItems TO which has specific details to choose from. 2. IN those options i would like to have user choose [qty -- flavor] ( dont know how to do that within portal ) 3. Then if i would like to print the final invoice, what i would need to do in order to eliminate any issues. thanks, i pos Copy.zip
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I have a tab control with two tabs. Each tab has a portal in it. It displays properly in edit layout mode, but when I re-enter browse mode, all of the portals get superimposed on top of each other. The portals are well within the margins of the tabs, so I'm not sure what's up.
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Simple question: If there are no portal records, is it possible to display a message in the portal to indicate that? I'm sure there is already a thread answering this, but I can't find it.
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I read up on conditional value lists in a portal from this thread, which was very helpful: http://fmforums.com/forum/topic/64665-conditional-value-lists-in-a-portal/page__st__20 In my case, I am using this technique to cite documents from one table in several different portals. From this thread, it would seem that in order to do this, I would need to create a new TO of the table I'm citing from for each sub-category in each portal. I have over a dozen portals in my database, which would mean about a bajililion TOs of the source table. In turn, when I define the VL for each portal field, I need to cite the specific TO in that portal relationship, so it seems like th…
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Hi, I have a script that creates a master job and then in a related table creates 'sub jobs'. I have a table layout that shows all the records are in the sub job table with correct foreign keys for the master job table. The relationships are stated correctly and I have allowed the creation of records in the 'edit relationship' dialog. However when I view the portal in the master job layout I can see the multiple rows for the sub jobs but some of the data is not showing in the portal??? I've checked the height of the fields to ensure they are not outside of the portal, but can't think what else could be the problem. This is turning into a serious …
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I am trying to replace the scroll bar in a portal with buttons. I have been able to scroll up and down the portal records successfully without a scroll bar. However, when I scroll down past the last visible record in the portal, the portal does not scroll down to make that record visible. For instance, if I have a portal with 10 rows (and is showing the 1st 10 records) that has 11 records and I scroll down from the 10th row, the 11th record is highlighted but the record is not visible. I am using "Go to Portal Row" to navigate. Any Ideas
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Help...I don't know why I'm having this issue but I can't seem to delete the prior row entry for the first field in the second row of a portal. I've attached a pdf of the screen. It is in the voucher_detail layout. You can see that row one has a drain # of S24-59 with data populated in the other field and then in row 2 it also show's S24-59 but the rest of the row is empty. How do I eliminate this line from showing? I've been working on tweaking this file all day here and there and I think my brain is about to explode. Thanks! ic voucher.pdf
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I am looking for the most efficient / fast running way to swap the content of two records (first / last, choosen in a script if swap needed). The idea behind this is allowing the sorting in the portal view to be disabled, as it might dramatically increase the speed. In the attached file all records with the same "ID_Offert" belong to the same offer, and will appear in a portal in "Offer". My idea would be: • store the data from the last record in variables, • write the data from the first record in the last record • write the data in the variables in the first record It will work in a server envirornment. Thank you for your advice! …
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Is there a way to populate a portal with related records and then be able to change values in the fields of the portal records without changing the original record they came from? This would be easiest to explain as an inventory/invoice database. Say I have an "Invoice" table that contains a portal which displays records from an "Inventory" table. In my case the items in the portal are populated automatically based on a field outside the portal. This would be similar to a case were Customer A always places the same order, and choosing Customer A in the Invoice:Customer field would get all related records and fill out the items in the portal. I would like to be…
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have a portal setup and sometimes, very rarely, but enough to be a headache, the line in the portal does not delete. When looking in the "lines" table, the record is in fact deleted, but it's still in the portal view. My clients can exit the database and when they log back in, it's gone. I'm using the simple "delete portal row" script step. i'm hoping other people have run into this same problem, and have a work around or perhaps i'm not doing something I should be.
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- 5 replies
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(Beginner)--Filemaker rocks! I have a simple time entry application, I have a portal where a manager enters employees time: emp ID 001 autoenters name and then they select time worked yada yada. I want to be able to select a team: IE manager selects team 25 and it autoenters all the employees into the portal and then they edit times if needed. I assume I make a button and set a script on it, but how do I make it enter multiple rows based on if an employee has been assigned to a team in the employee table? much thanks!
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I wonder if you could be so kind to help me. I've got a list of 18 vocabulary fields that need to have a word entered into each one in order to display their images. Alongside these vocabulary fields I've got a portal that displays a list of words. I would like to create script inside the portal that enters the portal row, copies the contents and then pastes it into the next empty vocabulary field. I have tried 'Go to Portal Row', Go to Related Record' etc. and have had no luck whatsoever. Any advice would be greatly appreciated. Thanks so much,
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I have a table called Patients that stores a variety of information, including a list of medications being taken and a checkbox field indicating all drug classes represented by the medications listed. Each record in this table represents a patient. Per another user’s advice when I first attempted to solve this problem, I have created a new table MedLibrary in which each record represents a different medication and contains two fields: DrugName and DrugClass. I wanted to be able to search all records in that table to match existing medication name/class entries, so I watched this video and created a second TO (MedLibrary2) with the following relationship: [Med…
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Hi all, I've been trying to put together a portal that shows all available options, which can be 'selected' (creating a many-to-many join). The selected options would be shown in a second portal, and removed from the first. I found this reference: http://fmforums.com/forum/topic/48666-matching-values-in-separate-repeating-fields/page__p__227334#entry227334 In which Comment posts an example (1166915248-PortalToPortal.fp7.zip) that does exactly what I want, except for one problem: if there are no selections ("Installed Software" in Comment's demo), there are no available options. Works perfectly except for that. How can I get it to show all ava…
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- 1 reply
- 990 views
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Hello all, I'm trying to create a dynamic portal filter and am running into some problem. I'm a sub-summary layout that marks whether a piece of data is missing from a record in the body and then counts the total number for each record type in the sub-summary part. I am trying to create a portal that filters its contents based on a globally stored radio button field that contains all the possible types of missing data. Ultimately, I want to be able to select a data type in that field and have the portal below display only records with that data type missing. The goal is for the portal filter to be dynamic so I can select whatever data type I want in a sub-summary a…
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Hi all, I'm hoping this is an easy fix. I have two databases the main one, we'll call MAIN has a radio box on it. On another database, we'll call SECOND has a portal to MAIN. As part of the portal is these radio boxes. I want whatever is checked in the radio box in MAIN to appear in SECOND portal and vice versa. the problem I am having is if I check the box in MAIN it turns off the checked box in SECOND portal. If I check the box in SECOND portal it turns it off in MAIN. Any thoughts on why this is happening? Thank you.
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Basic stuff, but I'm a newbie. Thanks in advance for your help. I have a portal (Line Items) on my layout (Order Form). I'd like the portal to clear (not delete, but reset to empty) when I enter a new record, so each new order form starts fresh. Can you help? Chris
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I did not create file because I believe this is simple for you. I could not find it. Accounts table and table Bank related on Account_ID assigned in Bank when entering lines. Want report by all Account numbers so I go to Accounts table. I want two columns, LastMonth and ThisMonth which is sum of Bank::Amount. I have summary in Bank so I create two portals and place summary in it and filter by the dates. Dandy. But now I need to also sub total the categories those accounts are based upon. Placing that same portal with summary in parts doesn't work and now I am stuck. Ideas greatly wanted. btw can I add an object to portal itself and then use that object i…
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I have created a "Student" database with the following tables... Student Groups Grouplineitem See attached picture of layout Working from the "Student" layout, I want to create a portal on the left side of the layout and have it list all the students names who are in a certain group. For example, if I want to view just the "Band" members, I would have a global field with the name of the group. Once selected, it would then view just the "Band" students. I have been able to get this relation set up. My problem is I want to click on a students name and have it go to their record in the current layout which is the "Student" layout and table. …
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hi! when i copy and paste fields into a portal, they show up when i am in "edit layout" mode, but when i return to view mode to enter records, the fields are no longer appear in the portal...it is simply blank. any ideas why this suddenly is glitchy? this was working fine before and has never happened before...i checked to make sure all of the boxes are within the borders of the portal, and tried to redo it but the same thing happened. I still can't figure out what I am doing wrong
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I've got a database that includes a container field that I wish to use for PDFs, so that it will be possible to access the PDF from inside the database. Its trivial to use the "insert file" command and then navigate to the desired file to link it in the container field. But here are my problems: 1) There are over 400 PDFs altogether and each needs to be linked to a different record. The name on each PDF begins with a number that corresponds to a unique ID number for each record in the database. Is there a way to mass import the PDFs , both generally and also link them to the appropriate record? 2) The PDFs I have linked (in container fields) to the appropriate…
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I have setup a portal and the "Show vertical scroll bar" is selected... But it (the scroll bar) is not showing up. Have not tried holding a piece of cheese in front of it, but with everything else it is not showing... Any suggestions?
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- 877 views
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hi i have some questions to portals and how to make summaries. just a short description to what i´m working on. i´m an architect and i´m trying to integrate FM to my workflow. in this case I have an apartment building with 150 apartmnents. with my drawing program i´m generating a table for all rooms in the apartment building. i have a table with different informations (Fields) to rooms like ,RoomNr, Floor,Size, RoomHeight.....etc i made an other table to get different summaries of the apartments. i make a layout and place 3 portals. each of them are filtered and sorted to get the right rooms i need. my problem is i would like to have the summ…
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- 2k views
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Anyone know how to go about printing a record (from form view) when the record contains a portal with a scroll bar and there are more child records than can be seen without scrolling? My portal shows 10 lines. Say there are 15 child records in the portal. How can I print the form view of the parent record showing the first 10 child records, then have a 2nd page print the same info from the same parent record in form view but have it automatically scroll to show the next 5 child records? I want it to be set up to require as little interaction from the user as possible. So a button on the layout linked to a script would be ideal, unless there's some built in feature t…
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Is there a way to grab the numerical value of a filtered portal? I have a filtered portal in FMP 11; using the portal filter feature rather than filtering via a relationship. I can view the number of items in the filtered portal via another portal with one row (see http://fmforums.com/...ed-portal-rows/). Now, I would like to grab that value and put it into a variable. Purpose: I am "listening" for up/down arrows in order to navigate up and down in the portal (using OnLayoutKeystroke). The script works fine and I can easily navigate up and down in the portal via the arrows. I have a condition that states if I am on portal row 1 then disregard the u…
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I decided I'd try something clever, I'd create a one line portal, let's call it Portal New, that would just be used to add records. I filtered this portal so it would only show records that were being entered since there are script triggers that commit the record as it goes to refresh other portals on the layout. Under this portal is another one that shows all the records that have been entered. We'll call it Portal All. You can edit records in Portal All. What my problem is, is when you're using Portal New to enter a record once you get to the last field and tab out of it, it goes to Portal All instead of staying within Portal New and just going back to the start f…
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I have a portal set up to display related records based on a field value in the main layout. When the value selected in the "Equipment" field is changed, the records shown in the portal from the "Isolation Points" table change based on a relationship. The "Isolation Points" table has a "Type" field that can only contain one value, either "Mechanical" or "Electrical". But on the layout pictured (Safety Clearance) there is a field with check boxes that will allow either or both types to be selected. I would like to find a way to filter the records shown in the portal based on which isolation type(s) are selected on the "Safety Clearance" layout. If both are chec…
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Just asking a general question about portal behavior. I have a portal and i had put an "X" to delete records but this was put in my Orders table. The portal was based on my Line Items table So this is what i noticed. If i use the icon from the orders table this is the effect: What i did was create a new field in my lineitems table to lookup the orders trash "X". and i get this: I would like to know why i get the undesired repeating field when i think it shouldnt matter? thanks
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I have a layout that contains a portal to another table. When I view the records in the main table in browse mode/table view I see all the fields OUTSIDE of the portal from the main layout, but the fields from INSIDE the portal only show the first record. For every one record of the main layout I get one record from the portal, even though there are many records in the portal for each record of the main layout. It was suggested to try a new layout of the main table to show the fields I need from the portal, so that they are main fields in their own layout instead of a portal. I tried but this still only gives me the first record in the portal. How can I view all the…
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Hope I'm in the right place here... I have a person and company table. Within the person layout I have a portal which displays the persons that are related to that company, clickable to easily edit that person without changing layouts. Very nice btw. But it also displays the current record (which is logical). What I want is all related persons within the company of the selected person, minus the current record. Suggestions welcome.
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- 982 views
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HI everyone, I am thinking of creating a new database which will generate the maintenance schedule automatically based on the frequency per year.Currently,I have 2 tables: 'Machine Information' and 'Maintenance Records' in the same file On the top will be the machine information(Model and Serial No etc) and the Portal below will display the schedule generated.The fields on the top and those in the portal belong to different tables with the Model and Serial No being the link(common fields). I have attached a picture of the layout for a clearer description. Questions I wish to just create a new record on this 'Machine InformationTable' and it will automatically cr…
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I have a portal field that is a popup type. In addition to letting the user choose a value for the field, I would like a script to run when the user clicks on this field. I have tried the following without success: 1) If I give this popup field button capabilities in order to run a script, the script will run but the popup function no longer works. 2) If I try to use script triggers for this popup field, no matter what event(s) I choose, the popup function works but the script never runs. Any ideas?
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This is a troubleshooting question: In one of my files there is a Company table and a Contact table. Each table has it's own form-type layout. The table occurrence group for the Company form also contains an instance of the Contact table in a one-to-many relationship. The Company layout contains a portal to the instance of the Contact table in it's TOG. As well as fields from the Contact table, the Contact portal contains a button that, when clicked, runs a script which accepts a parameter indicating the child entity (in this case, Contact). When the user clicks on the button in one of the Contact portal records, this script uses the Go to Related Record scrip…
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I think what I need is a portal, but there may be a way to accomplish my objective with a find script. Please see my 'About Me' section for a description of the project I'm referring to. This might help describe it as well: [TABLE]Field 1- [isolation Points]Component, Description, Position, Notes 2- [Equipment]Name, Description, System, Notes 3- [Equip_IsoPnts] Equipment:Name, Isolation Points:Component The 3rd table relates the first field in tables 1 & 2. On my layout, there's a dropdown that allows the user to select a value from the Equipment:Name field. Below that, in the layout, I would like to insert a table that lists all r…
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I am trying to create a payment solution for my existing database. I have everything else working right now, but no way to keep track of payments. As it appears from my searching on Google, I need to create a join table as I have a many to many relationship. So this is what I have now. Invoices:ID_Invoice ---<Invoice_Payments:id_invoice Invoice_Payments:id_payment>---Payments:ID_Payment Inside my join table, I have a field for Payment_Portion. This way I can designate how much of the payment will go to each invoice. Sometimes I get a payment for one invoice. Sometimes its for a couple. Sometimes its like a down-payment or something on that order. …
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- 11 replies
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Hi guys, please give me a solution for a problem: How can i use checkbox as radio button in portal rows ? I have some records in portals, I want to make only one of the records gets checked. it's urgent.
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- 1 reply
- 900 views
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