Selection Portal

[mtwildtrout]

I have a filtered portal that shows an account # & account name which works fine.

I would like to allow the user to select a row, have the row selected highlighted to confirm his selection then insert the account # into the primary table.

I don't know how to do this but feel it must be something done quite often. Can anyone offer suggestions as to how to set this up?

[efen]

See attached for one way; another way would be to use conditional formatting

account.zip

[mtwildtrout]

Hi Efen,

Thanks for sending your solution. I've been struggling to incorporate it into my project.

I've attached a bmp of the layout I'm workiong on so you can better see what I'm trying to accomplish.

The "Select Account" portal contains the account #s & account names from a related table.

The "Select Account #" field below the portal would only show the account # selected by the user after the record is commited. The "Selected Account #" is in the primary table related to the account number table.

I want to have the user select the account # & name (portal row), have the selection highlighted, have the user confirm his selection, then have the account # only entered into the "Selected Account #" filed below the portal.

Can your solution be incorporated to handle this request or does it need to be modified furhter?

I appreciate any help, thanks.

Don

Edited December 26, 2009 by Guest

[bruceR]

Linked document does not exist.

[efen]

I don't know whether it's post-holiday torpor ... but from your description I can't understand how your file is structured.

(I also can't view your attachment. A view of the relationship graph would probably be of more help than a view of a layout.)

Is the "Selected account" table made up of several records that have the same account numbers from the "Select account" table? How is the "Select account" table related to the "Selected account" table? You state the "Select account" portal contains the account numbers from a related table -- what is this table?

Can you attach a stripped down copy of your file?

[Lee Smith]

I removed the link, as it was broken for me too

Lee

[mtwildtrout]

I don't know why the attachment didn't get properly attached. However, at your suggestion I attached a stripped down FM example file.

In the attached Example file, the "Select Account" field is a portal for the Chart Accounts table which is related to the Year_1_Operating Expenses table. A global field is used to relate the tables & populate the portal with certain accounts based on their Primary Account Type (revenue, expense, etc).

Every account number & account name is unique. No duplications are allowed because the Chart Accounts table represents the master list for all available account numbers & names.

The "Selected Account #" field is a field contained in the Year _1_Operating table. It is the field that I'm trying to populate from a selection made using the Chart Accounts portal.

When a selection is made in the portal for an account # & account name (portal row), the "Selected Account #" field below the portal would display the account # selected by the user after the record is commited.

I would like to have the user select the account # & name in the portal, have the selection highlighted, enable the user to confirm his selection, then only have the account # entered in the "Selected Account #" field below the portal after the record is commited.

Example.zip

[Lee Smith]

I don't know why the attachment didn't get properly attached.

See Attachments not working

[efen]

I have added the amended script to your file so that it now highlights the chosen account, and the user then can cancel or create a new record with that account number.

I am not convinced that you have got the correct file structure though ...

Example.zip

Edited December 29, 2009 by Guest
Example file re-attached because of earlier forum problems

[mtwildtrout]

I can't download the attachment. I get a 404 error.

Can you explain you concern regarding the file structure further?

[efen]

I obviously don't know whether this is the complete structure or just a part of a larger structure in your original file but this element seems to be created from the wrong side of the relationship - it is possible to create more than one record for an account in the same year (your layout shows "Year 1"). Is this the way your file is intended to work? Is your file to be used over a number of years?

You also seem to have a lot of the same PL_Mo _x, PL_Mo_x_total and CF_Mo _x fields in one table - would these not be better as being separate records created per month for the given year in another related table?

The definitions of the CF_Mo_x fields could be simplified from e.g "If(When Paid=0;PL_Mo_1;If(When Paid=30;0;If(When Paid=60;0;If(When Paid=90;0;0))))" that you currently have by using the Case or Choose function instead.

[mtwildtrout]

Thanks for getting the attachment to work.

The example I sent was just a quick file put together to give you an idea of what I was trying to do. My actual file is called Yearly Activity which contains records by year & month.

I agree that a case or choose function could be used. I'm moving from Excel to FM so I still revert to Excel methods. I'll give the case function a try.

Thanks for your help.