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Advance Search In Portals.


debasishd
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We have came across many scenarios where we want to,get a filter of related records inside a portal as per our need or our requirement,We want advance search in portals like,
Example:- Suppose we want to get all names in a portal starting from the word "Z",or any phone number having this code 111 as the starting point.

This can be easily achieved,we are going to describe the steps by which one can implement this mechanism of advance or instant searching in Portals,Please have a look below:

Let us consider two tables:
Customer
Communication Information

Create a Custom Function which will be used to segregate the word into a pyramid,
Custom Function Name -- StackPyramid
Parameter -- Text
Calculation used--
Case (
Length ( Text ) > 1 ;
StackPyramid ( Left ( Text ; Length ( Text ) - 1 ) ) & "¶" & Text; Text
)

StackPyramid ("[email protected]")
a
ab
abc
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]

This will be the output,so moving on..
In Layout customer there is a portal showing related records from table communication,now in order to quick search communication data of the customer.

1)Create a global field "zg_Find" in Customer Table,this field needs to be placed on the layout based on Customer and in the same layout there must be the portal showing communication records of that customer.

2)Create a global calc field "zg_Find_ALL" with calculation "If ( not IsEmpty ( zg_Find ) ; zg_Find ; "ALL")"

3)In Communication Table,create a field for storing number or emails etc etc,like suppose "Communication",this will be a text field
which will store number,or text like e-mail address,etc.

4)In same Communication table,create a calc field zz_FindCommunication_ct with the calculation "StackPyramid(Communication)"

5)"zg_Find_ALL == zz_FindCommunication_ct" is the relationship needs to be created between customer and communication,
like example cust_COMM_customers.

6)Next whenever user enters data into the field "zg_Find" placed on the layout,immediately a filter is done and all the related
data gets showed up in the portal.

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 hi Deb and welcome to the FM forums,

 

 I moved your topic  from "FileMaker 13 General Discussion" to "Portals” , because you are reflecting version 11 in your profile, and since you are certified and 11 I’m going to assume that you meant to posted it here and not in a topic for Version 13

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