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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi Friends,

I am working on a Contact Management / Marketing Campaign Database. At its core is a many-to-many relationship connected through a Join Table connecting Campaigns and Companies.

I'm building a layout that strives to collapse a lot of functionality on one screen, called the Campaign Tracker. It shows the records of each company associated with a given campaign with notes specific to each and a portal to each company's contacts.

Now, I am trying to add an additional portal that shows all the companies in the campaign. So far, each portal I add only shows the company record i am already looking at, not all the companies of any given campaign. Essentially, I want to have the same list that is on my Campaign layout, but i cant get it to work. I think its probably something stupid, but I can't see it. Any suggestions? My file is attached.

Many Thanks,

Jeremy

SituDB.zip

Posted

File is attached but account and password are not attached. Can't be opened.

Posted

On the Campaign layout, the Add button doesn't belong in the portal; it should be outside the portal. Other than that, it seems to work fine as is. Also, you do not need to declare a global variable, a script variable will do.

You say you're trying to add a portal to some layout. WHICH layout? Where is your attempted but failed portal for us to troubleshoot?

Attached is one approach to modifying the add-company method.

DB_ForumMOD.fmp12.zip

Posted

Thanks Bruce!

As far as I can tell, my Campaign layout is working fine, even with the Add button in the portal row (it sounds like you think this is problematic though).

I am referring to the Campaign Tracker layout, ive highlighted the portal in yellow.

Thanks!

Jeremy

Posted

No portals are highlighted. See modified attachment above.

Posted

ok! sorry for the confusion with the files. i see that you've used additional instances of the Campaign and Company tables. I wondered about that, but was not really sure how to begin. you've helped me greatly with my project, and i look forward to digging into how you did this.

thanks,

jeremy

This topic is 4433 days old. Please don't post here. Open a new topic instead.

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