Help with a portal filter

[insightlowellb]

Hi,

I'm hoping someone can help me out. I'm a bit of a beginner with some of the more advanced filemaker features - specifically with calculations and formulas.

I am hoping someone can help me with a portal filter solution.

I'll try to describe the specific sections of my database as best I can so you can understand what I am doing.

I have a database setup with a bit of a time/expense tracking system for consultants working on projects and tasks. Along with this, we have built a budgeting feature so we can provide an estimated cost for fees and expenses on a project to compare against actual fees costs for each project and task.

I have a number of tables setup in my database:

- Consultants (hold info about each of 5 consultants).

- Projects (lists all the projects)

- Tasks (all tasked, associated by project)

- Budget_Task_Time - Where we indicate a rate and estimated number of hours, associated to the tasks and consultants.

- Budget - This table allows us to show the estimated fees and expenses for each project/task

On a budget layout, what I want to do is be able to show the tasks based on the projects.

So for this, I have a portal setup showing all task for a given project.

This works fine.

Next, depending on which row of the portal (task) is selected, I want to then show the correstponding records from "budget_Task_Time" in another portal.

This shows all the consultants associated with this task, estimated hours working and their rate - therefore showing a total estimated fee cost.

The problem I have now is that I don't know how to FILTER the data in the portal showing the "budget_task_time" portal based on the row (task number) selected in the "task" portal.

I have it all setup showing the associated records, i just don't know how to filter the budget... portal to show only the matching records based on the "task" row being selected in the "task" portal.

How do I set up the filter?

If you could provide instructions at a very detailed level I would really appreciate it. Again, when it comes to applying calculation with specific formulas - I am big novice.

Thanks very much for your assistance.

Lowell

Edited May 30, 2008 by Guest

[mr_vodka]

You can store the value into a global field. Then with a new relationship keyed on the global field to your other table occurrence, you can have your second portal be based on this new relationship.

See if these posts help you with the general idea.

http://fmforums.com/forum/showpost.php?post/237109/

http://www.fmforums.com/forum/showpost.php?post/289092/

[insightlowellb]

Can you explain in more detail?

I'm having trouble getting this to work.

I want to have it so that when I select a row in my "task" portal" the second portal will show the corresponding estimated staff rates records - this should all be linked by "TAsk ID" if I am not incorrect.

What would I need to do to get this to work?

[mr_vodka]

If your first portal is based off the relationship with the TO called Tasks then do this:

Set Field [ gSelectTaskID; Tasks::TaskID ]

New Relationship keyed on

gSelectTaskID = Budget_Task_Time::fkTaskID

The second portal should be based off this new relationship.