Omit Portal Row

[Kicker3]

I have searched all omit portal row's in this forum, but none of them work for what I'm trying to do, I need help.

I want to omit the portal row in the Purchase protal if it has been "Sold"

I have been working on this for a long time & I can't fugure it out.

Stocks__Copy.zip

[mr_vodka]

Check this technique out

[Kicker3]

That works great for a list manager, but I need to omit a portal row using just 1 portal.

2 portals in this case wound be unessary & extra steps to go through when a simple omit portal row would be the best answer. However I still cant figure out how to do a "omit portal row" in this sample file.

Also in the example file you gave me, when you move portal row # 1 to 2nd. portal (assign & unassign) it moves all #1 portal row for all records.

So can you tell me how to omit a portal row in my attachment? I thank you all for all your help.

Edited March 31, 2007 by Guest

[comment]

There's no such thing as omitting a portal row. If a record is related, it will be shown in the portal. If you don't want to see it in the portal, you have to make it not related. For example, you could define a calculation field (in Sales) =

Case ( Sold ≠ "Sold" ; fk_contract_ID )

and use that for the relationship instead of fk_contract_ID.

[Kicker3]

I'm not sure how to do that? (you have to make it not related)

And I have seen some examples in this forum on how to omit a portal row, but I just can't seem to get it to work here.

[LaRetta]

Trust me, Michael knows what he's talking about. Create that calculation in Sales. Then base your portal relationship on Main::pk_ContractID = Sales:(this new calc)

L

[Jack Rodgers]

You need to make your a second relationship based on a calculated field.

Use a text field named Sold in the portal table for the omit and place it on the portal line formatted as a checkbox with a value list assigned with the one value, 'Sold". When you check it, it highlights as x or uncheck it and it is empty.

The calculated field then is Sold & " " & LinkIdField.

This will produce:

Sold 1234

1234

Link the calculated field of the portal table to the LinkIDField of the master table. When Sold is checked there will be no matching value in the master table and the portal line will dissappear.

You would need two layouts, one for creating portal lines and then one for using the Sold concept. With the newer Filemakers, you would create a tab layout with New and Available tabs.

Edited March 31, 2007 by Guest

[mr_vodka]

Not to throw another wrench into this whole thing, but after looking at your file, it seems as though there is much redundant data. I think that you may be able to consolidate many of the field in both the sold an purchase tables. Perhaps you could consolidate both tables in a transactions table with a transactiontype field.

[Kicker3]

I guess I'm not sure about the relationship & Calculated field. I made a text field "Omit" & put it on the portal I also made a LinkIDField in the master table (Contracts) and tried to make relationship between those, But I'm lost about the calculation. I'm posting attachment again so you can see where I'm going wrong.

And I do appreciate all the help.

Also if the portal line dissappears can I make it reappear?

Stocks__Copy2.zip

Edited March 31, 2007 by Guest

[Kicker3]

What is transactiontype field.? I'm sure open to suggestions, As you can see I'm not a wizz at this.

Thanks

[mr_vodka]

What is transactiontype field.? I'm sure open to suggestions, As you can see I'm not a wizz at this.

Thanks

Transaction type meaning a field that marks each record as either a purchase or sell

[Kicker3]

Well that is probably true, but my biggest problem is getting this omit portal row, as it messes up my calculations when I sell a stock & have a profit or loss left over. And if I can get this to omit portal row it will fix that problem. But I have no objections to you changing my solution.