Hello,

I am trying to create a daily sales call log, for that I have used Portal for which I am using "company" table in which I have "contact 1" to "contact 12" separate fields for each record (company)

Now, on the portal, I was able to fetch contact names dynamically based on chosen company using conditional value list relationship and creating new text field with auto-enter calculation of List(contact1,....,contact12), but how can I fetch contact number for selected contact name for that company? I created a new field to auto-enter calculation of contact numbers like the same way but it seems like I am going in wrong direction

It would be great if anyone can tell me as I am learning FM.

Or is there any other way of doing the same?

Here is my relationship diagram and layout:

Edited January 7, 201610 yr by dav1089
Forgot to enter some more description

Any time you find yourself numbering fields, like "contact 1", contact 2", etc., you should stop and rethink your design. If a company can have multiple contacts, your solution needs to have a table of Companies and a table of Contacts, with a one-to-many relationship between them (IOW, related by CompanyID).

Once you have this in place, you can select the CompanyID for a call, then select the contact's ID from a value list showing only contacts related to the selected company.

Thank you

 

On 1/7/2016 at 11:36 AM, comment said:

Once you have this in place, you can select the CompanyID for a call, then select the contact's ID from a value list showing only contacts related to the selected company.

Should I make new table for call log Portal or I can do it on a layout based on companies( or its occurrence) table?

I created new table(Call log) and related it with companies table with one-to-many relationship and followed what you said but it doesn't work. Or I didn't understand properly.

I also tried this method: http://www.teamdf.com/blogs/conditional-value-lists-pt-2-building-for-use-in-portals/

But somehow I am not getting what I need.

Edited January 15, 20169 yr by dav1089

16 hours ago, dav1089 said:

I created new table(Call log) and related it with companies table with one-to-many relationship and followed what you said but it doesn't work.

See if this helps:

CompanyContactsVL.fp7

 

16 hours ago, dav1089 said:

Should I make new table for call log Portal or I can do it on a layout based on companies( or its occurrence) table?

Do you want to do this (track calls) from a layout based on Companies? This would make sense only if you are the one initiating the calls and you are already on the selected company's record.

 

 

On 1/16/2016 at 6:30 AM, comment said:

See if this helps:

CompanyContactsVL.fp7

Why is it in Table view? Am I not supposed to make Form view with Portal on it?

16 minutes ago, dav1089 said:

Why is it in Table view?

It's in Table view to demonstrate the principle in its cleanest form.

 

18 minutes ago, dav1089 said:

Am I not supposed to make Form view with Portal on it?

I don't know. You haven't answered my question, and I am not sure what exactly you mean. A Form view of which table, with a portal to where?

 

37 minutes ago, dav1089 said:

See if this helps:

CompanyContactsVL.fp7

The same thing I want to achieve in Form view with Portal on it, so that I can log daily calls done to any company, each portal record line has contact, number and note on because my goal is to generate monthly report for prospecting calls.

Are these questions not clear enough? Or too difficult to answer?

On 01/16/2016 at 3:30 PM, comment said:

Do you want to do this (track calls) from a layout based on Companies?

 

1 hour ago, comment said:

A Form view of which table, with a portal to where?

 

 

8 minutes ago, comment said:

Do you want to do this (track calls) from a layout based on Companies?

I am kind of confused here because I want a layout with only Portal on which has fields from 3 tables:

- Date, time , Note from Call log table 

- Company name from companies table 

- Contact Name and Phone number from Contacts table 

 

-- Now if I make layout based on company then each company will have separate portal (which I don't need)

-- If I make layout based on Contacts table, Call Portal will be on each contact record ( Definitely don't need)

-- Layout based on Call log table, I can't put Portal on it based on the same table

So Am I not getting Portal or relationships or both?

I am very new to learning Filemaker, So I am trying to strengthen the very basic fundamentals. 

34 minutes ago, dav1089 said:

-- Now if I make layout based on company then each company will have separate portal (which I don't need)

-- If I make layout based on Contacts table, Call Portal will be on each contact record ( Definitely don't need)

-- Layout based on Call log table, I can't put Portal on it based on the same table

So the question is: why do you want a portal? When actually everything you said points to a layout of the Calls table - either in List or in Table view - as the correct solution.

I never had thought of it. Because I thought Portal is more user-friendly and I can customize it. Is this not possible with Portal?

52 minutes ago, dav1089 said:

I thought Portal is more user-friendly

How so?

 

52 minutes ago, dav1089 said:

and I can customize it.

You can customize List view, too.

 

53 minutes ago, dav1089 said:

Is this not possible with Portal?

A portal shows related records. You would need a relationship in order to use a portal. As you have explained so well, none of the existing relationships will do - so you would need to define a new, arbitrary relationship. This is possible (with a  few caveats) - but would you really want to complicate your schema just so you can use a portal as a UX element?

It is working fine now.. Thank you so much for your help again @comment

Edited January 19, 20169 yr by dav1089