Jump to content

Recommended Posts

This is one of the hardest thing I been trying to acomplish, I want to transform the contacts module into a Donors module for our blood bank.

I have transform most of the fields already to match the donor information we will need. However I want each donor to show in a portal all the units or (products) associated to that donor.

Example: 1 Donor can donate blood every 56 days 1 unit (which has a serial number associated to it) 

I want each donor to show all the products or units associated to him.

Im sure this might be something really simple to some of you so any help will me much appreciated


Thank you in advance for all the help  

Share this post

Link to post
Share on other sites

Hello bioplasma,

What you are going to need to do is create a new table to contain the data that will be related to your donor. 

its under file/manage/database

on the tables table you will need to make a new table "Units" 

now you need to add fields

within this table you will need id_contact (or what ever you called your new donor contact id) as one of the fields. its also a great idea to have the fields, created and modified date and timestamps and possibly the id_staff (if you are using that module for the staff entering the data). This will allow you to relate the data to other modules within FMSP.

in the relationships tab, you will create a link from the former contact table "ID_contact" to the new table you created above "Units", linking to id_contact (this is a field within the new table). Notice the naming convention that RCC uses in the relationship table (its called anchor bouy). This creates the relationship of one donor to the new table. (you will have to drag the new units table over to the contacts module. expand both the anchor table and the new "unit" bouy table" and than connect the 2 id's together). Give this new relationship a name (see the notes above in the relationship module to see how its named).

go to your donor layout and enter layout mode. pick a portal tool and when you draw it onto the layout you will have to point the data source to the new relationship you created above. 

This is explained way better in the video training from RCC in video #1104 What is a portal... and a one to many Relationship.

at this point you have a little more work to do to get the data to work together............

or (and this is only my opinion 

if you would have used the accounts module and modified that to be your "donor module" instead,  the products module is already related to the accounts.

Repurposing the products module will allow you to see all the products--"donations" that a particular account--"donor" has in the system already. The products module will assign a unique serial number to each donation. And the created timestamp in the "products-donations" module could be used to reference when the last donation was made. (just a thought but you could repurpose contacts to be a family/next of kin contact information).

Welcome to the wonderful world of filemaker, you did yourself a big favour on purchasing FMadvanced to start with. I am a newbie myself going on 1 year of using FM (so if I didn't explain it very well above I apologize), and its been a great experience (so much I went to Devcon this year). Biggest thing I did to help myself was purchase the video training series from RCC after watching a few free ones. The best thing is that Richard takes apart this very file and shows you how to modify it, explaining the process as he goes along, its well worth the dollars. 

And disclaimer alert, I do not work for Richard Carlton, I have my own business that is using FMstarting point and I am thrilled on how it works, including the offline mobile synching that we do with it. (think taking your app and having iPad users fill out the forms, and than pushing all the data into one server for all users to have available with them when you have an internet connection again...its very cool)


hopefully I didn't confuse you more


Edited by NateJames
added clarification

Share this post

Link to post
Share on other sites

Thank you for your reply Nate, your suggestion work for me but after I did I realize that I would need to expand the donor module a lot more. As you suggested using the contacts module would been a better option but we use that one a lot due to all the accounts we have.

I have purchased the FM starting point 15 courses as well and I saw a suggestion there for transforming the Estimates module into a PO module, which gave me an idea.

I could do the same for the contacts module, just copy all the information from accounts and reading all the relationships to the proper fields.

i think that would work better for what I want to do and would give the option of utilizing all the tabs from the accounts modules since they are related to the products fields and estimates which I converted into Packing List in our case.


Any though and feedbacks will be much appreciated as always 

Thank you 

Share this post

Link to post
Share on other sites

I am glad I was able to help.


So thinking about your solution, you might not need to always create a new duplicate tables and layouts for your solution. I used to do the same thing all the time as well, but realized very quickly that Filemaker gives us all sorts of creative ways to filter the data we see. (Disclamer...Thats not to say for other reason that you want to have the data separated, in which case its a great idea to do that). 


But you could create a "flag" field that is set if the contact is a donor =1. Than you could do a script step that would filter all contacts if flag_donor = 1. This would return only the donor contacts. You can than have fields that are specific to being a donor hidden if that flag does not = 1. Conditional formatting on the banner for colour could also be changed on that flag =1 value to give these a visual cue that they are working with donors vs non donors.

Nice thing is what ever choice you decide it comes down to the work you wish to invest into it and the time you need to have it up an running. If you ever go do the path of offline synching i mention, than you may be very happy to have made the decision to create a new table and new layouts, (and from memory, the video does a great job of walking you through doing that) Just remember that all the internal links will also have to be fixed on the tabs to reference the new tables you are making as well, so it becomes a bit more work to keep everything functioning as a nice neat package....


Cheers and happy filemaking


Share this post

Link to post
Share on other sites

Thank you for all your help I been able to modify the contacts module pretty good to work for donors.

Have set up most of the layout and scripts to work as intended as well, I added a products tab that will allow me to create a donation (Product Unit of Blood) for that donor.

now all I need to do is figure the script that adds the product to actually show the product in that tab after its been created is the

Is basically where I'm stuck at right now, we have a hurricane in Florida now so I guess ill have some free time to figure it out 


Thank you very much for all the help 

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Similar Content

    • By Richard Carlton
      FileMaker Coaches' Corner-Tip 8-Converting from fp7 to fmp12-FileMaker-FileMaker Experts
      Download the free PDFs to see FileMaker’s documentation: http://bit.ly/2nSg7BM
      Get up to speed with the FileMaker Pro 16 Video Training Course! 
      Top Rated Course by FileMaker Expert, Richard Carlton.  
      Experience Richard's dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 27 years of FileMaker experience and a long time speaker at FileMaker's Developer Conference ,Richard will teach you all the ins and outs of building FileMaker Solutions.  The course is 50 hours of video content!
      Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide. 
      Richard works closely with RCC's staff: a team of 28 FileMaker 
      developers and supporting web designers. He has offices in California, Nevada, and Texas.

      Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving 
      FileMaker for Startups and Entrepreneurs, and client server integration.

      Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.

      Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.

      RCC and LearningFileMaker.com are headquartered in Santa Clara, CA.

      Please feel free to contact us at support@rcconsulting.com
      If you want to explore building I.O.S apps for I Phone or I Pad and deploying those out to the Apple App Store.
      Here is a video introduction to our iOS App Training https://www.youtube.com/watch?v=cVxQe_yAshw
      Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
      For More Free FileMaker Videos Check out Http://www.filemakerfree.com
      Visit http://www.learningfilemaker.com for all facets of FileMaker Award Winning Video Training.
      Please Visit Our Channel: https://www.youtube.com/user/FileMakerVideos Please Subscribe While There.

      Please Comment, Like & Share All of Our Videos.

      Feel Free to Embed any of Our Videos on Your Blog or Website.
      Follow Us on Your Favorite Social Media

      Filemaker Pro 16 Training Videos
      FileMaker 16 Videos
      Filemaker Pro 16 Video Course
    • By Hproth
      I'm sure there is a simple solution to this problem, but I can't seem to figure it out!
      I have a custom app that allows the user to write letters amongst other things. 
      Each patient is linked to a GP and a Consultant, when writing a letter to a patient there is the option to CC both the linked GP and Consultant. However, occasionally another GP or Consultant might need to be CC'd in the letter (in addition to the ones already linked to the patient). So I would need the address of this additional consultant/GP to also be CC'd in the letter. For the life of me I can't work out a simple way to do this. 
      Does anyone have any suggestions?
      Thanks in advance.
    • By fumblewinter
      The Problem:
      I have a filterable portal (1) displaying contact names from a staff table. I need to click on a contact to add them to a separate portal of invitees (portal 2)  on the same layout (Events) . I then need the original portal to either hide (or in some other way denote) the people already added to the second portal. In other words, it needs to be clear that a person already invited can't be invited again.
      The layout is from the table: Events
      Portal 1 is showing records from Staff (filterable via a global search field)
      Portal 2 is showing records from EventInvitees
      I need Portal 1 to only filter through those staff who haven't been invited yet.
      Any help would be gratefully received.
      I am struggling around using 'conditional formatting', 'hiding when…' options and non-matching field relationships!!
      Thanks in advance!
    • By Lowermountain
      New to Filemaker and new to this forum. Hoping someone can help me out.
      I am working on a personnel planning system with, among others, the tables Employees, Shifts and Availability. 
      tblEmployees has fields like Employee ID
      tblShifts has the fields Employee ID, Start Timestamp, End Timestamp
      tblAvailability has the fields Employee ID, Start Timestamp, End Timestamp and Status
      When in the layout Shifts I want to open a portal in a popup and I want this portal to be sorted by Availability and I want the portal rows with employees to be 'greyed out' when status = 0, green when status = 1 and normal when no Availability is given.
      I basically need to know which records from tblAvailability match records from tblShifts and then which records from tblEmployees match records from tblAvailability.
      How do I go about this? Do I need SQL?
      Hope this is a somewhat clear question. Many thanks!
    • By HJS
      I have read the guidelines for posts in this forum. Therefore I did not enter the Post title that came first in mind: Do I understand portals (aka do I understand Filemaker) and I do not emphasize now on being new in Filemaker issues.
      I am trying to achieve something simple at a first step of a big plan: Entering recipes in a Filemaker testversion database. 
      The longterm goal should be a database in which I can enter my collected recipes.
      Followed by tool for a weekly menu plan for my family and a shopping list coming out of the database after taking care of my fridge's stock => so far so good, but currently this is a plan for the next ten years I realized starting with Filemaker.
      I searched different apps and database programs, and Filemaker seems to be my solution as I did not find anything that fits exactly my expectations.
      So back to the first problem: how to enter my recipes?
      I created a table of recipes with an unique ID_pk (I learned already about pk and fk), Name and How-To-Make-it as well as IDs(fk) from the other tables which are Zutaten (Ingredients) with the name and the amount, Form_Zutaten (how the ingredients are used i.e. chopped, sliced, etc.) and Einheit_Zutaten (unit i.e. cup, liter, etc.). Why I have choosen this structure: because all ingredients must be combinable with different units and how the are used. otherwise I have to enter e.g. avocado sliced, avocado mashed, etc. or make rules like liquids can only be liter or mililiter or cups while flour can only be gramms etc.
      So a combination of all three tables should be possible.
      What I though might be an easy task is to create a recipe layout than with 
      recipe ID
      recipe name
      and a dynamic portal depending on the number of ingredients constisting of:
      Zutat - Form - Menge - Einheit
      in english: Name of the ingredient - how is it, which kind/form - how much (qty) - which unit
      so I related the tables via pk and fk, created the layout and bam: complete disaster.
      after needing a couple of days to make the values appearing in the dropdown (learned about the value list), some fields in the portal do show the all entries of the ingredients, while the kind/form and unit fields do always show the first value of the table?
      and although I locked the fields, the first entry is always shown and is getting overwritten by the choice I choose from the dropdown...
      and nothing is dynamic, meaning that 7 ingredients will make 7 lines and it always starts with one empty line, etc.
      I am not sure if my descriptions do make sense, therefore I am attaching my work, hoping someone could help me with how to use the portal for a convenient data entry.
      thx in advance!
  • Who Viewed the Topic

    4 members have viewed this topic:
    madman411  siroos12  Lee Smith  Ocean West 

Important Information

By using this site, you agree to our Terms of Use.