hassam36

1. Thanks. 2. The problem with found sets is that users need to search within their records to find specific ones. Once you do this, you break the original found set. You can put a button on the screen to show their original found set, but that is cumbersome. 3. Thanks. Outside of limiting records, is there any processing that can take place outside of FM? Paul

Hi I have a few questions concerning linking to Oracle external data sources in Filemaker (FM) 1. Is ODBC the only non-FM option to link to external Oracle tables in a FM database? Is JDBC an option? 2. In our FM database, we would have different users with permissions to only see certain records in a FM or Oracle table. Is there anyway to limit the records these users would have access to in a layout in both the FM and Oracle tables AND not have to scroll through all the "no access" records? In other words, only see the records they actually have access to? 3. Our external Oracle tables contain a lot of records. Is there any way to limit the amount of records any user would have access to either within Filemaker itself or externally, in a Oracle view, etc.? In other words, maybe only 2 years of records? Paul

Hi In the Filemaker 10 Advanced, is there a way to apply one of the new templates to existing layouts? John

Thanks a lot once again--I did not know that existed..

I'm not sure what you mean when you say to 'change the context of the calculation'? The portal and the fields in it (one of which contains the field containing the calculation) already reflect the new table occurance.

What I was referring to was changing the fields that are referenced in the GetSummary() function from references from the underlying table to references to the new table occurance/portal on the layout: Previously (using original table occurance in function) GetSummary(brlCccCstiID; brlCostCenter) **With the new table occurance, the field that should be displaying the summed dollar based on the cost center break field is blank for all records.** Now (with new table occurance in function) GetSummary(BUDGET_REVENUE_UCS_LINES 3:: brlCccCstiID, BUDGET_REVENUE_UCS_LINES 3:: brlCostCenter) ** This displays the total dollar value for all the records in the portal. It is not summed for the like fields based on the break field.**

Now that the portal is sorting correctly, I still have an issue with a summary field that I thought would clear up once the sort was functioning. I am using a calculation field in the underlying table that contains the GetSummary() function with a break field. This is just to sum dollar amounts in each record for all like records based on a similar value in the cost center field (break field). This worked fine when I had the original portal/table occurance on the layout that represented the underlying table. Now it doesn’t with the second portal/table occurance. So I changed the GetSummary function in the underlying table to reference the portal/table occurance that is now on the layout. This still doesn’t work. The summary just displays a total for all the portal records and does not display the value broken out by the break field. Any ideas?

How did you know there was a bit of history?

That worked--thank you. How can you tell that which table occurance the columns belong to on the left when nothing is stated as such?

Hi BCooney Attached is the file with the issue portal sort issue (logon=admin, password=test11). The problem portal is located on the 'Budget Worksheet' layout (use 'Budget' button on right) and it is on the Revenue-UCS tab--bottom portal (marked) that is not sorting. It is supposed to be sorted by the cost center field, but is not. The portal is based on a table occurance and not the underlying table. Any insight you have as to why this portal is not sorting would be greatly appreciated. John CIP_BUDGET_ME_2-4-09.zip

OK. I need to get it from our IT group first..

No, it definitely isn't sorting. It only sorts when I use the original table occurance as the portal (and associated fields), which I cannot any longer.

I changed the table occurance and changed all the fields in the portal to reflect the new occurance. When I open the Portal Setup window and select the sort option, there are no options to change the sort to reflect one occurance or another. The records just reflect the underlying table. So I believe everything should be in synch.. Is there something else?

Hi I have an issue with sorting a portal by one of its fields. When this portal represented the original instance of the underlying table I was able to sort it by a specific field. However, since changing the portal to reflect a second instance of the underlying table, it is no longer sorting by any field. Any ideas why this or how I can get it to sort again? John

How will creating a sub-summary report allow me to populate a summary field in the portal on my layout though? John

Hi I have a portal on a layout that has a dollar amount field and a "cost center" field in it among others. I would like to include another field that sums the dollar amount field for all records that have the same cost center value. I did this previously using a portal sort equal to the cost center field, a summary field for each record, and used a GetSummary() function that had a breakField equal to the cost center field. However, this no longer functions because I had to change the portal to reflect a second instance of the underlying table. Does anyone know of another way to achieve this? John

Ideal- I figured it out--I just forgot to change the fields in the portal to reflect the second table instance. Thanks for your help..

Ideal- I'm not exactly sure what you mean (I'm going to try to work it out), but I need to say that the underlying relationship between the parent and child tables must only be defined as the parent's ID stored in both. I am trying to filter this view of that relationship with an additional qualifier, but only for this particular layout. John

Hello I have a portal (child table) on a layout (parent table) that I am trying to filter through the database relationship between the tables. The relationship between the tables is defined in two ways: 1. The parent table's ID is maintained in the child table. 2. A global field defined in the parent table (containing a static value) is associated with a field in the child table. This relationship is defined through a second instance of the child table. The problem is that on the layout, only the first record in the child table is displaying in the portal. Any ideas on why this is not displaying all the associated records? John

Hi I have a question concerning creating the initial record in a portal accessed through the web: is there a way to do this without adding some kind of 'create record' button on the layout? I'm asking because unlike accessing a portal using the Filemaker client software where there is a way to just type in the open record displayed, nothing shows up for portals without records on the web. John

The fields are just required, no other validations. But someone here may have found something that will help: adding global fields to the portal tab. The users can enter the data in the globabls and click a button. Upon clicking, if the budget is not locked and all data has been properly entered, the globals can be copied to the real portal fields.

What you are describing is what I am doing to prevent the editing of existing records. However, this process will not prevent a user from creating a new record.. Thus requiring the need to create new records through the pop-up window and my current dilemma. The worst case scenario is that I commit the records upon creation through the script and hope users complete the data entry.

I can't do that. The layout contains budget information. At certain times, I am "locking" the layout from editing with a script. However, the locking script does not prevent users from inserting new records. So, I removed the ability for users to create records on the layout and added a "create record" button that when pressed checks if the budget is locked. If not, the script opens a new window to create a portal record and returns to the layout for the user to enter data

Yes. They are just required fields though. I would rather not unrequire them and validate the presence of data through a script.

I just tried set error capture on, but that did not work either. Its not really validations, but required fields that are preventing me from leaving the window I am using to create the new portal record and returning to the layout.