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Viewing a record selected from a portal

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I have a portal that lists out the related items the record of the particular database is related to.

When they click on a record in the portal I want to bring to front the database that actually contains the records in the portal.

So in my script I have:

Go to Portal Row ["Summary_::recordID"]

Perform Script ["Sub-scripts, External: "LettersInv_"]

and the External Perform Script in the LettersInv_ table simply toggles the window to zoom and sets the zoom level to 100%. The problem is the record that is being shown is always the first one and not the actual record.

This seems very simple and I can't seem to figure it out.

Thanks.

Change :

Go to Portal Row ["Summary_::recordID"]

To

Go to related records[your relationship - show only]

  • Author

Now if I wanted to display the record selected from the portal onto a different layout in the same database (not the database the contains the records from the portal). Do I use "Go To Related Records"? I tried using this script step along with a "Go To Layout" script step to go to the layout that will display the selected record from the portal and I always seem to get the first item from the portal.

What script step is needed and what type of items do I need in the layout?

Do I still need a portal that contains the fields or can I just use the field that shows the corresponding field.

Thanks.

Hi,

This is a different technique but you still need the GTRR step.

In addition, you'll need to store the related record_ID in a global field in the related db, and "paste" it into a text field in the Main db (could also be a global field).

The the script will

GTRR

----- Perform External (set g_record_ID, Record_ID)

Set Field (t_record_ID, Related::g_Record_ID)

Go to Layout (new layout in Main)

Next, you'll drop new related fields in the layout using a new relationship called "Temporary Relationship"

Main:t_record_ID::Related::Record_ID.

Going to another record in the Main within the same layout would show related records from the previous record if you had used a global field.

That 's the reason why you'd probably prefer a text (or num) field instead of a global...

  • Author

Ok let me see if I understand this:

With the database that is shown in the portal, in this case "LetterInv_" I need to create a global field (text) and set this to the value of the RecordID that was clicked on in the portal.

Then in the database that contains/displays the portal, in this case "LetterAccnt_" I set a text field with the value of the global text field found in the database, "LetterInv_" (which was recently set in the step above).

Finally in the layout, I create fields that defined based on the new relationship "Temporary relationship" which in this case is LetterAcct_:t_record_ID::LetterInv:record_id.

Funny thing is I drag a set of fields onto the new layout and define it with the new relationship that should display the fields of the "LetterInv_" but I get no value being shown for any of the fields.

Did miss a step?

My original relationship design is: The LetterAcct_ and LetterInv has a one to many relationship where 1 record in LetterAcct_ can have many records in LetterInv_.

Thanks.

Hi Macaroni,

My latest sampler "OSX Portal Look" does show how to do this BTW...

My original relationship design is: The LetterAcct_ and LetterInv has a one to many relationship where 1 record in LetterAcct_ can have many records in LetterInv_.

Working with a Join File then ....

What would be the Record_ID extracted from this Join File ?

In a join file, you probably have 3 unique Ids

Call them :

Record_ID1 which was brought from Related1.fp5

RelatedRecord_ID2 which was brought from Main.fp5

Join_ID from Join File.fp5

Then, your relationship could also be set from :

the Main to Related1.fp5

Am I confusing you ?

Looking at a concrete example.

An Invoice may have related records in a Join File.

The Join File has fields Product_ID, Make_ID, Sellor_ID...

All these Ids could be used as the "Temporary key",

Therefore, the relationship could be :

t_record_ID::Product.fp5:Product_ID

t_record_ID::Make.fp5:Make_ID

t_record_ID::Vendors.fp5:Vendor_ID

  • 2 weeks later...
  • Author

A little late on the reply. Thanks for the tips. It worked as you suggested and after studying your OS X Portal Sample File it works as you said. The reason I didn't get it to work the first go around was because I had mistakenly assigned a wrong relationship. After make the quick change, it worked as you said.

Thanks again.

Your OS X Portal is way COOL!!!

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