Feel free to follow along in todays demo file, portal sorting, part 2, if you are so inclined. Instead of creating a tab panel, we are going to use a slider control. You can define a button go to these portal rows directly via the button choices. Lotus notes developers toolboxc tips for rapid and successful deployment. Start by importing data from a spreadsheet or using a builtin starter app to manage contacts, inventory, meetings, and more. This is a very basic filemaker technique but is a very popular how do i. From dwayne wright pmp certified filemaker developer web.
Here is a quick and easily modifiable script to populate a filemaker portal from a value list. Originally, this example used the go to portal row by field. If a portal is sorted by the breakfield, it can show subsummary values using a calculation field defined in the child table. Obviously id need to have the different fields from each table in the portal and yes its probably a kludge but i thought it the easiest solution for what i n.
The first thing we need to do is allow the user to sort the portal rows in an arbitrary fashion. Clearrow the function deletes the content in the specified row. Better portal design part 1 iso filemaker magazine. Preventing careless delete actions in filemaker understanding the larger issues surrounding the delete button. If the portal object name is unknown, nothing is returned.
About half only have one resident, the other half has from 2 to 8 residents. The second option is more popular, you can have filemaker automatically add additional portal rows as the screen expands. Securely host groups of filemaker pro users over a network or on the web by adding filemaker server separate purchase of filemaker pro required. Portal sorting, part 2 filemakerhacks filemaker tips. Filemaker, portals, techniques, tips leave a comment often, i need to show the number of records shown in a given portal. We really need getlayoutobjectattribute to be fixed so that it can know when it has run out of portal rows. The active portal row always matches the record number of the current record being viewed, and. Its fast, reliable, easytouse server software for securely managing your filemaker pro databases.
First exit loop if isemptyrelationshipindex end loop where relationshipindex is a value stored in every field of your foreign table. You may even have seen some that used repeating fields. Nov 27, 2017 hey all, heres an odd little question. Even if your users are a bit more savvy, there may be enough occupied portal rows so that the blank row is hidden by the scroll bar. In filemaker, showing distinct values in a portal can be accomplished in various ways. In layout mode, you can use the insert record number symbol menu command, or you can just type it using the text tool. In this tutorial, i show how to do this using a selfrelationship combined with a portal filter using the getnthrecord field name. As a courtesy to fellow developers and potential clients, the following demonstration is provided for free download. Filemaker layout resize feature and portals thepracticalba. The reason is that both the zrecordnumber calculation, and getnthrecord function, all work at the relationship level, not the portal level. The same field is used elsewhere on the same layout, to show the count of a differently filtered subset of attendance records. Learn how to adaptively delete a row in any filemaker 16 portal using a single script.
Oct 21, 2017 if you have data like attendance data in a portal you might want to be able to summarize some of that data. In any program on the mac, of course, you can always click the pdf button in. Filemaker 17 portals for masterdetail layouts luminfire. This works only if your portal or portal relationship is set to sort descending by creation datetime or timestamp, or notes recordidserial number. Your first thought might be to add a button titled new portal row. Because using filemaker pro is the most effective way to learn th e application, each lesson features a hands on activity designed to guide you through menus, screens, and concepts step by step. Although filemaker 8 doesnt offer the capability to scroll through columns, rather than rows, of related records or simply scroll horizontally to view more data in. Specifically, what i want is to give the user the ability to click a checkbox which is in a given portal row, and have that single portal row be highlighted. Applying active state formatting to portal rows and list views.
Custom formatting is used to show or hide an overlay with summary information. There may be many reasons to show related data in a portal on a body part of a report, maybe to show the last few entries in a log, for example. By using the left attribute, you only retrieve info for the visible rows of the portal. Going to a portal row by the contents of a field can be scripted. The thing is that the portal has 12 fields, so it doesnt fit on the iphone screen, i cant find any option for a horizontal scroll on the portal, so what. Using fusioncharts suite xt you render and manipulate your charts seamlessly across any application built using filemaker pro 15. In this example i have a simple relationship setup between customers and contacts. Here is a snapshot of a portal row that i use to make my filemaker crossword puzzles. If the user clicks up the line moves up, click down and the line moves down. Second, this method will not work with portal filtering in filemaker 11. A very nice way to format a sorted portal using conditional. May 23, 2012 how to sort portals by clicking on column labels posted. Highlighting portal rows features such as highlighting selected portal rows provide an instant indication of what is selected or where the user is.
The problem is that the row directly after the last row of data shows the delete button, even tho it has no data in the portal row. This may or may not be the same as a found count, or total record count when using portal filtering, different portals can show. Using fusioncharts with filemaker pro 15 filemaker, a powerful consumer database application, lets you create database solutions that work exactly as you want them to. A customer recently asked about this and i thought folks might like to see it. Dec 15, 2010 filemaker provides us with the ability to create related records directly from a portal. Besides the object name for the portal, at least one object in the portal has to have an object name, too. First loop delete portal row no dialog go to portal row select. Check the filter portal records and enter this into the specify calculation dialog. How to show the number of portal rows a filemaker miscellany. Filemaker using a repeating field in a portal to display related. Love this little demo we put together for filemaker devcon 2009. You can have the portal rows expand in size but keep the same number of portal rows. I have a portal displaying data with a delete button for each row.
For example, in a contacts layout the portal will display a list of related contact records from the same base table. This new demo employs a similar technique, except instead of using the getrecordid, instead, the script gets the actual id from a field. Apr 05, 2011 the first thing we need to do is allow the user to sort the portal rows in an arbitrary fashion. The count function only work for static portal, and will account for all related records regardless of the portal being filtered. Ive got a long walklist of addresses and a related file with all the voters registered at that address. A portal is simply a way of showing a list of related records. Clearcolumn deletes the content in the specified column in all rows. Aggregates summary fields in filtered portals filemakerhacks. If you use the separation model, here is a separationfriendly version. What am i trying to accomplish is have the location select layout filter records in the item layout.
Horizontal portals a convincing simulation if youve been using filemaker for some time, youve probably seen a few simulations of socalled horizontal portal functionality. I then set the icon to be left aligned horizontally and centrealigned on the vertical axis. Filemaker using a repeating field in a portal to display. The refresh is generally necessary to force the new record to appear in the correct sort order and for the last step you can either use go to field or go to object if the field is a named object. Jun 29, 2014 you can have the portal rows expand in size but keep the same number of portal rows. Making creation of records in a portal more user friendly. Create the slider with all the available objects in the slider. When we envision data management solutions, we tend to think of perfectuse scenarios, where no one ever creates a duplicate record, no one accidentally hits the new record button, no project is ever canceled, and certainly no errant script accidentally miscopies data. Novices dont understand that the blank portal row allows them to add new related records. Filemaker, portal sorting, portals, techniques, tips 6 comments. This can have some interesting, yet subtle, effects on your user interface. In the last movie we were talking about relationships, and weve been talking about relationshipsbetween a parent and child table.
Filemaker pro advanced is the tool you use to create a custom app. A portal shows exactly one row for each related record. The file included with this tutorial is intended to illustrate the features of filemaker pro, and as such, might. You probably werent convinced, as we werent which is why, when the need arose, we came up with this technique.
Is there a way to eliminate blank rows from a portal in a filemaker report. You also use filemaker pro advanced to access your app on a computer. Hello there, wouldnt it be just great to add new records in the top of a portal, instead of scrolling 188 records down and then finally finding the white line. Filemaker server 12 gives you reliable, highperformance access to your data. In filemaker, you now have the ability to not onlyapply formatting to a portal, but also the individual portal rows. The demo shows how to create a grid of buttons without having to use different script parameters on all the different buttons. When it comes to supporting unique rows within multiple portals on the same layout, you need to find a way to track each portal independently and know which record is selected within each portal. Sep, 2012 check the filter portal records and enter this into the specify calculation dialog. Nov 05, 2011 this virtual list technique is part of what made our early filemaker calendars so fast, and allows filemaker solutions to show records from different tables in the same portal. Click ok and resize the portal on the layout as needed. They dont slide properly when you print, they dont display horizontally, they loose their position and default to the first portal row, dont offer horizontal. First, it is the relationship that must be sorted here, not the portal itself. Another solution is to count the number of portal rows in the filter portal and use that as the number of found count after the portal has been filtered.
First loop delete portal row no dialog go to portal row next. January 19th demystifying subsummary reports fm academy. Filemaker, portal sorting, portals, techniques, tips 6 comments update the technique described below is a good one, and works fine, but kevin frank has described a more elegant and portable way of doing it here the concept is essentially the same. Hi everyone, im new to filemaker and am hoping someone can give me a hand. By daniel wood, 15 december 2010 filemaker provides us with the ability to create related records directly from a portal. A single click will select a portal row using native row selection and highlighting, not a stored id, a doubleclick will expose an edit pane using a filemaker popover to view, enter or edit detail for the row in question and a drag action will modify the sort order of visible rows.
This is a great and easy way to generate records without the need to script the process, and for that reason it is a popular technique among both new users and. Count field in a relationship so the basic steps are. Javascript at filemaker devcon 2019 july 5, 2019 1. This virtual list technique is part of what made our early filemaker calendars so fast, and allows filemaker solutions to show records from different tables in the same portal. Im trying to create a loop to delete all portal rows. Only the one extra row has this, the rest are blank as they should be. Found set portals and masterdetail philadelphia it. Like count the amount of times someone has been present, absent or late in an attendance. If you specify that a portal slides up and the enclosing part shrink, filemaker pro advanced omits empty portal rows. In this example, using one of filemakers builtin templates for projects, i imagined a scenario where a project had a standard set of steps that needed to be generated whenever a new project was begun. I was really hoping they would roll out a native horizontal.
Also, i was not so much concerned about getting a compacted list as with knowing when the function should stop walking the portal rows. If your filemaker database is going to be used to print reports of any kind, you. So when you click on the dup button on this new portal row, although you will see the new record there, it really isnt there in terms of existence in the table. May 30, 2017 learn how to adaptively delete a row in any filemaker 16 portal using a single script. The records are people, and the portal rows are items to be sent to them. We looked at how we can place related fields on a layoutbased on the child in the parentchild relationship so that they can borrow values from the parenttable, thus eliminating the need for redundant data in your database. Now duplicate this new filtered portal and change the number of rows to 1, remove the fields and inserted text. The entire question is how do i get a count of all the rows in a portal. How to sort portals by clicking on column labels a. Heres stepby step process for how to create a custom tab panel hide tabs in filemaker 14.
Records from 2 different tables in a portal via sql. This is a great and easy way to generate records without the need to script the process, and for that reason it is a popular technique among both new users and developers alike. I was really hoping they would roll out a native horizontal portal in fmp. Headers, footers, title headers, title footers, and top navigation and bottom navigation parts never shrink or slide up. Filemaker using a repeating field in a portal to display related records. You can set layout parts to shrink when the fields in them slide up. Dec 15, 2010 first, it is the relationship that must be sorted here, not the portal itself. How to sort portals by clicking on column labels posted. Filemaker developers blog subsummarys within portals pt i.
Because of this, i currently have a jumbled mess of different methods of highlighting portal rows. Fyi i tried the same calculation to retrieve the id but instead of returning unique ids in all rows of the portal it only returns 7 unique ids and repeats the same row ids in all 6 rows of the portal. This technique does not merely simulate text formatting using overlaid fields, but parses the field according to the. The ui for this is simply an up and down arrow on the left of the portal row. Can i get records from 2 different tables to appear in the same portal via a sql filter calculation. Populating a portal from a value list homebase software. Calculates the total number of visible portal rows not the number of records shown in these rows. Highlighting rows in filemaker lists or portals homebase software. During conversion to filemaker 9, this was automatically updated to go to row by calculation. Place that bit of text in the portal, and youll see your running count of records. Clearcontent deletes the specified object types from the table.
This will add the following in the edit calculation dialog box. If you may require assistance implementing procedures such as those shown in the example files, please consider establishing an account with us for developer support. Its also a tidy example of scripts used in drag and drop. For example, on our invoices details layout, yousee that we have a portal on screen here. I have a found set of 100 or so records and want to add a new portal row for each, using a script. This new demo employs a similar technique, except instead of using the getrecordid, instead, the script gets the actu. Sep 14, 2010 from dwayne wright pmp certified filemaker developer web.
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