Is there a way to omit a portal row?

[Rochelle_505]

Hello fellow filemakers,

Is it possible to omit a portal row record? I tried the omit option and it omitted my entire invoice. The issue is some customers we bill are on different payment plans. Some we bill only once every 3 months, some we bill only twice a year, and some we bill every month. The problem is that only some of the line items on an invoice will be billed later, and I'm not sure how to do this. Any ideas?:)

[mr_vodka]

There is no way to omit a portal row per se, but you can build your portal with a conditional relationship. In other words, your portal can show you the lineitems with also an additional matching key field. Possibly a global field to a flag field on the invoices table.

For example, I am assuming right now you are matching on something like RecordID to RecordID of the line items table for your relationship.

You can have it further match on gOmitFlag to Flag on the relationship. Have a script when you go to the invoices layout set all the related records Flag field to 1. The value of gOmitFlag should always be 1.

So, when you have your portal, it will now match all lineitems for RecoordId key as well as matching gOmitFlag to Flag by the values of 1 to 1.

Now you can have a button on the portal called omit. This is a simple script that sets the value of Flag for that particular record to 0. That records should go away from the portal after that.

[mr_vodka]

Here try this mockup.

omit_portal.zip

[Rochelle_505]

:woohoo:

this is exactly what I was looking for, Thank you Mr. Vodka (love the name).

Question:

What is happening to the record when I press the Omit button? Can a report be run of all the omitted line items?

THANKS SO MUCH!!!!

[mr_vodka]

All that is happening is that the button is setting the value of Flag field for the line item to 0. This way the second match key does not match up and it 'disappears' from the portal.

You can run your reports just as long as the script that resets all the flag values has not been run... Otherwise you will see all of them in your report again.

You can either create a new relationship with a new global field which value is 0 to show all omitted line items, or you can do a little more scripting and set the original global field to a 0 value to show you ommited.

The database is open so feel free to take a look at the relationships and the scripts. I wrote the script crude (without parameters and shortcuts) so that you would be able to follow it easily.

I have modified the file to show you what I mean.

No problem and Good luck.

omit_portal.zip

[Rochelle_505]

This is great, I will be trying it all out today, and I will let you know how it goes. I'm sure it will solve my problem completely. Have a great weekend and THANKS FOR YOUR GUIDANCE!!!

[Rochelle_505]

It worked, THANK YOU THANK YOU!!! I ran my report with the omitted items and I was able to run a second report with the items showing for comparison. It was exactly what my boss wanted to see. It's great when you get good advice and it works out. THANKS SOOOOOO MUUUUUUCCCCHHHH!!!!