Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

Newbie Filtered Portal Question


This topic is 5857 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted (edited)

I apologize for posting this question in the wrong area (if I indeed have). I'm new to this site and am in desperate need for help. I've been using FileMaker for about 4 months now. My "Thanks" in advance to anyone with the time to help me out.

I'm going to try to state this as quickly as possible:

I have a "Customer" table and an "Invoices" table. I want to show a filtered Invoices portal within the Customer Table. I'm using a global field "zInvStatus" in the Customers layout as a check box set that relates directly to the calculation field "cInvoiceStatus" in the Invoices table. This allows me to show either "Receivable", "Partially Paid", and "Paid" Invoices within the Customers Layout. The problem seems to be that the "cInvoiceStatus" is a calculation... right? How do I work around this? I've lost just about all of my hair trying to figure this one out.

Matt

Edited by Guest
Posted

Hi Matt

why do you think that you need the "cInvoiceStatus" and not simply the InvoiceStaus field ?

The relationship must be from:

Customer::CustomerID ---- Invoices::CustomerId

AND

Customer::zInvStatus ---- Invoices::InvoiceStatus

Posted (edited)

Thanks for replying Daniele,

The calculation of Invoice status is a text calculation field within the Invoices table that relates to the amount of payment received:

[color:gray]

"cInvoiceStatus" =

Case (

cPaidAmount = 0 or IsEmpty(cPaidAmount) ; "Receivable" ;

cPaidAmount > 0 and cPaidAmount < cInvoiceTotal; "Partially Paid" ;

cPaidAmount = cInvoiceTotal; "Paid" ;

)

[color:black]I need this field to accurately set the invoices status. If there's another way to create this relationship I'd love to hear some suggestions.

Edited by Guest

This topic is 5857 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.