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Constrained search portal


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Posted (edited)

FM newbie but long time fan. I have a Clients table and layout that has a "Contacts" tab. I would like the portal on that tab to show all of the records from my Contacts table that work for that client.

I believe I understand how the relationships work, but for some reason I cannot get the portal to pull up the right list. It just pulls up every record in the Contacts table.

I searched the forum for this, but did not find a similar topic. I apologize if this question has already been answered elsewhere.

Thank you all in advance! My friend and I have been really appreciative of the help here on this forum and our FileMaker 9 Bible in our quest to get this project right.

-T

OMIC_Client_Database.fp7.zip

Edited by Guest
Posted

try and advanced search for +filtered +portal and you should come across some samples.

Posted (edited)

You have based the relationship on the CompanyID (which is correct), but also included the Company Name (which might be OK, but I wouldn't). You do not have Company Name data in the Contact records, so of course nothing shows in the portal. My advice would be to not put the Company Name in the Contacts table at all (you can always see it by looking "back" thru the relationship); or, second best, make it a lookup based on the CompanyID. But you see what happens when you include it the relationship. It makes it weak and fragile, easily broken.

[Another suggestion (and pet peeve of mine). Don't use the word "database" to name or describe what are really "tables". (Don't name them "tables" either, as it is redundant.) Nor use it for file names. It is a general term to describe a "solution"; both of which words are not suitable for naming real objects. Basically don't use long descriptive names at all, nor short cryptic names; use names that are "just right" :)-]

Edited by Guest

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