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Rob Ross

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About Rob Ross

  • Rank
  • Birthday 04/15/1969

Profile Information

  • Industry
    Cloud Computing
  • Gender
  • Location
    Folsom, CA
  • Interests
    Complusive Volunteer, Rotarian, Flying, Spending time with my family.

FileMaker Experience

  • Skill Level
  • FM Application
    16 Advanced

Platform Environment

  • OS Platform
  • OS Version
    High Sierra 10.13.6

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    Not Certified

Recent Profile Visitors

605 profile views
  1. Thank you Tom for your suggestion. I was able to solve the problem with the following calculation in the portals filter section. Month ( Get ( CurrentDate )) = Month (Sales » CommissionDetail::Sale_Date) and Year ( Get (CurrentDate)) = Year ( Sales » CommissionDetail::Sale_Date ) and Sales » CommissionDetail::Employee_ID = $$CurrentStaffPK this is working as I expect. I just didn't get the order that things needed to be placed in. thanks again for all your help! Rob
  2. I know this type of question has been posted several times and I have read every thread I can find on how to accomplish this. I think my confusion comes from not understanding the correct syntax the portal filter uses. So here goes. I have a portal that lists records inside Commissions_Detail table. I want to only show records in the portal that meet the following criteria: 1. The Sale_Date field is within the current month and year (This will only show commission records that are from the current month and year) 2. The Employee_ID field is equal to the $$Current_Staff_ID global variable (This will ensure that records that are in the portal that meet the date requirement will only show those items that relate to the current employee id of the current logged in user) Any help in this direction would be greatly appreciated. thanks! Rob
  3. I have two tables named "Products" and "Bundles" . I needed to have a user select from a drop down list either a product or a bundle by name. I also wanted a separator inside the drop down to show the user which items where products and which were bundles. Finally I wanted to sort each grouping (products or bundles in alphabetical order). Here is what I want the drop down to look like and below that is where I am currently at in the process. Drop Down Box -------------------- Products -------------------- Apple Banana Carrot Hamburger Lettuce Onion Tomato ---------------------- Bundles ---------------------- Apple Pie Carrot Juice Bar Hamburger Currently, I created a third table PB_Combined which has two fields ID.pk and Name. I have a calculation that loops through each of the tables (Products and Bundles) and populates copies the ID.pk and Name fields from both of those tables into the PB_Combined table. The result is a single table with all of the products and bundled items with their respective ID.pk numbers. So here is where I am stuck. I want to have those items end up in a value list however I want the value list to be formatted similar to the one above or, I could prepend the items inside the value list with Bundle: or Product: so the user would know which item listed is either a product or a bundle. I think the best way to do this is to use a calculation to populate the PB_Combined list with the text just like I have it above. this is working today. It requires a lot of maintenance and overhead to create and fill in the data in that PB_Combined table each time the layout is loaded or using an OnEnter script trigger where the data is created when the drop down field is entered. I have MBS Filemaker plugin and I have read about Quicklist function, but I don't seem to understand how to implement it using a script. It seems to be exactly what I need. use the calculation to add items to a virtual list and then show that list using a value list drop down. Not sure how to accomplish this? Any thoughts or ideas or script help I could get would be much appreciated. thanks, Rob
  4. Fitch, That might just work. I am exploring that now and will report back. Thank you for the suggestion. Rob
  5. I have a layout where bundles are created. You create a bundle by selecting multiple products from the product table and then saving that as a bundle. I have provided a screen shot for better reference. When you select a product and a quantity the product is moved to a portal and it is saved in the bundle. thanks, Rob
  6. I am not sure if I posted this in the correct place, so please forgive me if not. I have: FM16 Pro Advanced (Have both Mac and Windows, but I use a Mac to develop), FM16 Server. I am trying to have a drop down value list populate with information from two different tables. Let me explain: I have a table called Products. this table contains information required for an individual product that we sell. Some of the fields inside the products table are: ID.pk, name, cost, price, etc.. I have a second table called Bundles. This table contains multiple items from the products table that become a single sellable bundled item. Some of the fields inside the bundle table are: ID.pk, name, BundleCost, BundlePrice, etc. As an example a product would be any one of these items (only one): Hamburger Patty, Lettuce, Pickle, Cheese. A Bundle would be called a Cheese Burger and it would be made up of several products like Hamburger patty, cheese, lettuce, pickle, etc. I have sales people and they need to enter the items that they sell. I have a value list (drop down) that populates from the product name field. this is working perfectly, however I have two additional needs that I am struggling with. 1. Each product within the product table has a number field called (sold individually). i use it as a true / false field. 1 = true 0 = false. some of the products we carry can not be sold individually but are still products. Similarly you would not sell a piece of lettuce individually, but you would still need that product on a cheese burger. I need to populate the value list with products that have the "individual sale" field set to 1. 2. I want to include all bundle names within the bundles table in the value list as well. A salesperson will click on the drop down and get presented with a list of all Products that contain a 1 in the "individual sale" field and all bundle names. Alternately I want to add some additional text in the value list to show a separator to delineate between products and bundles. This is optional at this point. Any direction you can point me in would really help out. My initial thought process is to create a table that I can populate with all of the products that have the "individual sale" flag and all of the bundle names by looping through the table assigning everything to variables to be displayed. I think this is a lot of work and could be prone to errors. thanks for your direction in advance. Rob
  7. I still am very confused by the join tables and how they work. I am working on a project for my company and although I am learning a ton, I get frustrated at taking 20 hours to find an answer to why something does not work the way I expect only to find some little silly 5 minute thing is the reason. I am truly thankful for experienced people like you that are willing to help a noob like me get through this. I am sure everyone starts out like this. I only wish there were a formal mentoring environment that would make learning quicker. I have been going through online courses and training, but it's so much better to be able to "ask a question". Thank you again! Rob
  8. Rwoods, Thats perfect. This was a sample and I was able to take the logic that you laid out and add it to my project without any hassles at all. It works exactly as I wanted it to. I can't thank you enough for taking the time to help me, I have learned a lot from this help. thanks, Rob
  9. I need some help with my relationships to display the correct information in a portal. I setup this test file for anyone who is willing to take a look at it for me. This test file is setup with dummy restaurant data to make more sense. I have a ::Products table where every item that we sell will ultimately be kept. There are items like pickles, mayo, hamburger bun, meat patty, plastic cups, etc. Some of these items are sold to the public (i.e. Apple Pie, Packet of Ranch Sauce, or an extra meat patty). Others are not sold as separate items but will be used to make up a bundle. Next table is ::Bundles. It only has three fields BundleName, Qty, and AssociatedProductName. Each bundle will contain items from the ::Products table (i.e. BundleName = "Hamburger" and it would contain items like meat patty, pickle, mayo, lettuce, Hamburger Bun.). Each of those items will have an associated costs and sell price that I want to use in calculations. From a user perspective, they will create product into the ::Products table using the Products » Entry layout. They will create bundles into the ::Bundles table using the Bundles » Entry layout. When they enter a bundle and then an Associated product I want the portal (located on the same Bundle » Entry layout to show that a product has been assigned to that bundle by displaying the fields I want in the portal. Because the ::Products table stores master product data, I don't want to create thousands of records that relate to bundles in there as that would get confusing when someone wanted to search for a product to edit it. I have tried creating more T.O.s in an effort to get the portal to work the way I want it, but I am missing something here. I have included screen shots of the tables, layouts, and relationship graphs as well as the file itself. Any help would be greatly appreciated. Thank You! Rob Bundle.fmp12
  10. Thanks for the advice. I reached out to Daniel and your right a more current solution would be a better choice. Rob
  11. Ok, So I am hoping that I might get an answer on this VERY OLD thread. I downloaded this menu system and I absolutely love it. Just one issue. I merged it into my existing project and I have everything working except one extremely critical item. When I go into the globals setup layout and I add or change anything I can not get it to save to the @ GLobals table. I have tried everything and I can't get anything to save to that table. The demo file works perfectly including the ability to save changes to @Global. I am banging my head against the wall on this simple thing. Anyone willing to help on this really old item by pointing me in another direction I might have overlooked. Thanks, Rob
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