Tpaairman

I posted this at the Claris forums and got an answer, so I figured I'd post it here. First, I had to add a field to the transactions table, I called it RECNUM. It's a calculation that is Get (RecordID). Then, in the portal, for the sorting, I used that field instead of the Month. PMT Test.fmp12

I was going by the example posted by Mr. Vodka. Portal_Unique_11.fmp12 I just plugged in the formula you have, and as near as I can tell, I was able to swap the names of the fields correctly, but it's still showing one portal row for each record.

@comment - On that link you posted, I tried one of the files that was posted there, and have recreated it in a test file. It is summarizing things, but it still shows one portal row for each record. I've gone back and forth, and can't find what I missed, and knowing my luck it's some stupid simple detail. Can you see what I missed? PMT Test.fmp12

That is correct. And I probably should clarify something. I know that I'm calling it a summary page, but it does not have any summary reports or anything like that. What this system is, is a bills and budget system. So, you have a check register, bills that are due and get paid, and debts, among other things. Each of those is on it's own table. The summary page is a form view on it's own table, but it's showing the info from the other tables in one place. So, a portal of all bills due that month, a portal of all debts, a summary of income, etc. IOW, an overview for eveything in a given month. Each record is a different month. This issue is with the bills. On the bills table is a field that shows what payment method the bill is scheduled to be paid with, and it uses that value list. So back to the summary page, I have the portal showing all of the bills, but I need to also have some sort of list, like a portal, that shows each payment method, and then for each payment method, a field showing the total of the bills that month that are getting paid with that payment method.

Shifting gears on summarizing related records a bit. My file has the summary page that summarizes data from a few other tables, including the transactions table. I have a portal on the summary page, that shows all the transactions for that month. Each transaction has a field showing what method of payment was used, and I have a value list with the different methods. In his case, I created a table that has the payment methods, and my value list is from that table. What I need to do is, on my summary page, have a portal that will have a row for each value list item, then a field that shows the sum of each transaction paid for with that payment method for that month. But, if a new method of payment is added to the value list, then it would show up in the portal after it's added. Obviously I can have a relation back to the payment methods table, and the portal row would show as they should, but how do I add the transaction summary?

@ comment - I should have clarified better. #2 is out because I don't want the extra portals on the layout. I'm a bit limited for room, and I just want the two simple fields. On #3, I can't have a separate record for each half of the month. This table is summarizing things from several tables, with a record for each month as a whole. Adding another record for the second half of the month would mean two records for each month, each with one difference, being these fields. I will look it over later this evening, however, I did use comment's first suggestion of a second relation, and it's working.

I'd say #1 is the only one of those three that would work. The fields are not in a portal. I'd have to have two portals, each with one field in it (only one portal row.) And 3 is out because I need to have the summary page for the whole month. I'll give #1 a go.

In my file, I have one table that is a list of transactions. Then, I have another table that on it's layout, summarizes things from a few other tables, including the transactions, and it has a start date field and an end date field. Those fields are simply the first of the month, and the last day of the month. In my relation between the two, it's the transaction date is greater than or equal to the start date, and less than or equal to the end date. So far all is well. On my summarize view layout, I can see the transactions for that month as I'm supposed to. Here's the problem. I want to have two fields, one of which shows the total transaction amounts from the 1st to the 15th, then another that shows is a sum of transaction amounts from the 16th to the end of the month. I have a field in my transactions table that if the date is between the 1st and 15th, the result is "A", and if it's the 16th to the end of the month, it is "B". On the transactions layout, it does show A or B as it should, so I know it's differentiating each half of the month. But I can't figure out on the summarize view layout how to have the one field sum of transactions that are A and the other sum of those that are B.

IT must be some of buffer deal. I tend to close apps that I don’t use often after I’m done using them. I tried entering data, then waiting to close the app, and the data was still there. But, there has to be a setting for that because the other file I have does not have this issue.

I have a file for use on my iPhone, however, it’s taking the place of something that was kept on paper, so initially, I entered all the info that needed to be there from my laptop, and all went well. I’ve sent the file to my phone, and in FM Go, when I enter info, it won’t save it unless i go to another record then back. This is on existing records, I haven’t tried it on new records. I’ve made sure to hit done, and to tap somewhere out of the field. When I close the app and re open it, the data is gone, unless I go to another record before closing it.

I’ll take a look at it. Thank You.

I'm only going to use it on my phone. I'm only using my laptop to set it up, and I resized the buttons. But my point is, why would an object (In this case the buttons) show up as one size on the laptop, and a different size on the phone, but on both, the fields are proportionately the same?

I'm setting up a file for FM Go on my iPhone. It's a 13 with IOS 17. I have a couple buttons in the top section that, on my laptop, are the same size as a couple of the fields, but when I look at it on my phone, still connected to the laptop, the buttons are much bigger. I tried to pinch my fingers on the screen, thinking maybe it was zoomed in, but that did not do it. I did resize the buttons down so that on the phone, they fit, but does anyone know why things in the top section show up differently than on the phone?

What is the record number symbol, and where do you insert it?

I know I've done this before, but can't remember how nor find how to do it. I have a portal, and I want to have the row number show up in the portal for each row. So, the first record in the portal would have a 1, the second a 2, etc.

In my file, I have a date field, with one record for each date, going out for the next 60 days. There's a script that creates new records once the last one is less than 60 days old, but the existing records go back for one year. I also added a field called todays date, and when the file is opened, the current date gets entered there, and yes, it's a global field. What I want to do is when I open FM, have it go to the record where todays date is the same as the date field. In my opening script, there is the option to go to the record based on a calculation, but nothing seems to work. I added another calculation field that if the date is the same as todays date, then it gets that record number, otherwise it's a zero, though I did change it to be an empty field. And that field is getting the correct record number on the correct field, and as I understand it, that should then tell FM to go to that record number. But it's always opening to the first record.

At this point, I'm not sure which question you are referring to, but to address what I can see, about the Get (Filepath) function, I was not aware that it was there, and haven't tried it yet. But, since you have said you don't use Go, I may need to clarify something. You're probably aware that on the iPhone, you have the Files app, which is sort of like the finder on a Mac computer, and you have have one folder for iCloud, and another called On My Phone. The problem is, in FM Go, when you navigate to whatever file you want, there is a location called On My Phone and when I went to that, there was my file that I had saved to my phone in Files. When you have a FM file on your computer, you can see that file in the location where you saved it, and when you make changes to that file, it's still that same file you can see when you go to the saved location. So, I obviously assumed that it works the same way on the phone. However, one key thing I found right off is that unlike the computer version, you cannot just open the file from the Files app. You have to go to to FM Go, and open it from there. Being new to this, I wanted to test things out, and so I opened the file, entered some text into a field, just so there were changes, then closed the app. I then went to the Files app on my phone, and saved a copy of what was there to the iCloud folder, so I could then open the file on my computer. What I would have expected was that when I opened it up on my laptop, I would see the new data I entered, but it was not there. It was the same as before I opened it with FM Go. And then I noticed that in Files, the time still showed the time the file was added to my phone. But, I went back to FM Go, and saw my changes were in fact still there, so I saved a copy from FM Go to my iCloud folder in Files, and then back on my laptop, I opened up that newly copied file, and my changes were there. So what this tells me is that even though FM Go shows a location named On My Phone, and you always open your file there, it is not saving anything you do to the file that's in the On My Phone folder in your Files app. Since I posted this originally, I have come up with a solution to what I want to do. I had thought that the copy of my file that's in the FIles app was where the data was being written the same as you would a file on your computer, I was going to save a copy of that to my iCloud folder. But, I've now found that I can save a copy of it from within the FM Go app, basically exporting a copy, I can just do that, and have it save right to my iCloud folder. I'm still not sure exactly where the file is on my phone that FM Go is saving to, but this does what I need. The other end of this, and this takes care of another issue I had posted about, is I can then open that file on my laptop, make any changes I want to the layout as I'm tweaking it, then go back to my phone, delete the copy in the app, and re open it. I won't be entering any new data while I'm making those changes, and since I'm the one and only user of this file, it will work just fine.

IOS 17, iPhone 13. On my file, I have a couple fields that are setup to format the text as all caps. It works fine on the laptop, but on the phone, it's not formatting the text as caps. Is there anything I need to set differently? Also, when entering numbers, is there a way to make FM Go change the keyboard to a number pad instead of the regular keyboard?

Thank you.

For the love of....... I appreciate that everyone wants to help, but nobody has. So let me address a couple things. First of all, this is a file that I am using on my phone. It's something simple that I use it for, and it will be used at times while I'm flying places, so I won't have internet, and therefor can't use it if it lives in the cloud. However, the reason I'm asking about iCloud is that is simply my backup solution. Every now and then I can simply have FM Go save a copy of it to my iCloud folder. But, there is no one else in this world that will ever use this particular file, except for me. Originally, since I had the file saved to the On My Phone folder in the Files app, and in FM Go is says On My Phone, I had assumed that was the same folder, but quickly realized it is not. So, that is why I'm asking the very simple question, where on my phone is this file actually residing? OK, maybe I wrote this wrong. What I simply mean is, I open the file, and add a new record, or change something in a field. Once the record is committed, those changes are now saved to the file. So in other words, I've simply made some change. The point is that after I entered new data, I then sent a copy of the file that was in my phone's Files app back to my laptop, and the new data wasn't there, which means that when FM Go opened it, it has to have saved a new copy of it somewhere because those changes are showing up as they should,

IOS 17, iPhone 12. I have a file that is in the on my phone folder in Files. All of this is just a test since I'm still getting the hang of this. Long story short, when I make changes in FM Go, those changes are saved, but the file that's in the on my phone folder of Files is not being updated with the changes. The modified time doesn't change, and I sent a copy of it to my iCloud folder, then opened it with my laptop, and the changes weren't there. Soooooo, where exactly is the file being saved to?

It turns out it was a time, not a number as I had thought. It's working now. Thank You.

I have a file that calculates elapsed time. There is a Start field, End field, then a time zone offset field. Sometimes what I am tracking goes across time zones. The offset field is just a number, and I've always been able to enter either a number or a negative number. In the mean time, the elapsed time field is a calculation of End minus Start, then add the offset. I duplicated the layout, then made changes to it for FM GO, but the changes were only the size and layout of the fields. In the offset field, it's making me enter a time instead of being able to enter just a number.

I've got a file that I've been using on my laptop, but now have it on my iPhone. I travel a lot, and sometimes don't have internet when I need to use this, and as I understand it, the file either has to be on a server, or live on my device, so the on my device option it is. Here's where the problem comes in. If I want to make changes to the version that's on my phone, that has to be done in Pro on my computer, which I did, and then sent a saved copy of the file to my phone. How to I make changes to the phone version going forward? And just to double check what I've been told. When I set this up for my phone, I had the phone connected with a USB cable, and as I made changes, I could see it on my phone. Is there no way to connect it to USB and have it sync the data from the phone to the file on the laptop?

I found the problem. I know FMP has a key field set up when you create a new table, but I still always just do my own. Old habit. Anyway, the key field on Table A was set to index. I set it to be a global value, and suddenly it works. Not really sure why that would be an issue since it's a calculation that always is the same anyway, but it's working now.