Jump to content

Relationships and portals

Recommended Posts


I have a database with a few relationships setup, and is pretty much working as expected. Pic attached

Assessors (contacts) can be added from the Company (Member) record via a portal and all links nicely

Certification records link to the Company, and show all relevant certifications done by Applicants and assessed that Company via a portal.  The Certification records are bulk imported from another system and match by the company name

In the Assessor (contacts) record, a portal shows all their training courses they have done / doing via a portal to the Assessor Training table and you can add a record here

And in the company (member) record I can see all the training courses that the linked Assessors have done / doing.

Interactions link to Company

As do Email templates.

It is all very neat and works.

But the only issue I am having is I want to be able to manage the Training as whole via a dedicated Portal and show all training records of all assessors from every company, that can be filtered by Training type and Date so I can maybe create different portals with different course dates on etc.

But i'm not sure what to set the 'Show records from' on the layout, if i set it to 'Assessor' (Contacts) is just shows all the contact records and ignore whatever filter i put on

If i set it to 'Training', then it just shows all records and no way to filter

Help Appreciated!

Screenshot 2020-09-11 at 15.29.30.png

Link to post
Share on other sites
19 minutes ago, Chrism said:

show all training records of all assessors from every company,

Why would you want to use a portal for this, instead of a layout of the training table where you can "filter" the shown records simply by performing a find?


Link to post
Share on other sites

Yeah you are right, layout would make sense and yes I can do Everything I need it to do.

I just want a slick way for my users to manage the Training courses, with easy to use searches, Which I can do and have all it preset up.

But these training courses run every month and I want the ability fo the users to add new courses themselves without having to delve into the layout menus of Filemaker!

Link to post
Share on other sites

I almost want some kind of simple button a user can run that they enter a coupe of key fields (Course Type, Venue and Date) and this creates a layout or view with just the filter list of Courses with the attendees

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
  • Create New...

Important Information

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