All persons, companies, email addresses, a nd urls listed in the examples are purely fictitious and any resemblance to existing persons. By daniel wood, 15 december 2010 filemaker provides us with the ability to create related records directly from a portal. Simplify all of your business software solutions with one program crm the best business management systems frequently updated. Due to a bug in filemaker pro 16, the current record is deleted instead. Theres been great work done already by beezwax and soliant consulting and others. To view all help topics about individual script steps. Find value just in 2nd row of portal filemaker community. In this example, using one of filemaker s 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. In filemaker, showing distinct values in a portal can be accomplished in various ways. By calculation moves to the row number that is the result of the calculation you create. Exit after last tells filemaker pro to exit the loop or the enclosing script.
So, we get a simplified relationship graph, sorting, filteringsearching, and navigation, all for free. A portal can be configured to display as many records as you want and can be filtered and sorted as your needs require. Ready to play hide and seek with a button in a filemaker pro portal row. In previous versions of filemaker pro, creating a masterdetail layout was cumbersome for novice and experienced filemaker users and typically required creating a selfjoin and using other advanced development techniques. In addition, sliding left will not accomplish anything in a portal. Using the getlayoutobjectattribute function filemaker. Get field contents from clicked portal row sign in to follow this.
However, if an entry in a portal row is one line but the row can handle two lines, the portal does not slide through the unused space. I was inspired by fabrice nordmanns function visibleportalrows. It requires a few additional steps, but if you read through the stuff below, you should be able to discern what is going on. I also thought of using get portalrownumber as a field in each record, but when i show that field in the portal, it shows a. Personally, i dont like invisible buttons on a layout. You can also use getactiveportalrownumber with the script trigger either method. Filtering portal rows returned by find requests 40 prevalidating commands, records, and fields 41. Other developers that i totally respect and admire love invisible buttons on layouts. This is a pre filemaker 7 way to handling this action but it still works just fine.
Try printing from the related file rather than the master file by using a subsummary layout so you do not need to use a portal. Dec 15, 2010 making creation of records in a portal more user friendly. Its pretty commonplace to put a button over a filemaker pro portal row object to trigger an event related to that particular row. Hide portal row buttons archives filemakerprogurus. The vatsales tax rate for electronic software downloads and other filemaker products classified as services under local law will be at the rate applicable to the country where the. A portal is a layout object that displays records from related tables. Sep 23, 2015 hide portal row buttons in filemaker don clark. While looking at the new layout where the portal is located, you should see some values already populated. Select the layout that you would like to display the related record on.
You can read about how this new object works in filemaker. I want it to display the portal row number when there is data in the row like 1 data1 2 data2 and if the rest of the rows are empty it would not show. Working with portals displaying related data filemaker. Portals display data from related fields in rows, one record in each row. Aggregates summary fields in filtered portals filemakerhacks. Our team of consultants and developers do this by developing customfit software tools and reporting dashboards. May 15, 2018 an additional new behavior we get with this portal configuration is that simply clicking on a portal row will make that the current record, with no button setup or scripting required. I want a script that takes me to a portal row and then duplicates the portal row.
You also need to make sure to keep your fields within that first row because if they bleed over into another row or outside of the portal, theyre no longer considered part of the portal and that can mess up your layout. Jarvis crm is the best alternate to expensive subscription services and is customizable. This will be a short post because the new filemaker 17 feature masterdetail portal is simple in explanation and in its use. Filemaker 17 has a great new feature for creating masterdetail layouts.
The entire question is how do i get a count of all the rows in a portal. Objects that can have the focus are fields, portals, tab panels, and groups. Using filemaker hide object feature to hide portal row buttons. How to copy data to one field from multiple portal records. A portal can be configured to display one or more fields from the related table. During conversion to filemaker 9, this was automatically updated to go to row by calculation. Creating, duplicating, and deleting related records in a portal in file maker creating, duplicating, and deleting related records in a portal in file maker courses with reference manuals and examples pdf.
Hidenseek a button in a filemaker pro portal row excelisys. Portal row number worldwide filemaker community forums. Brian combined the power of json a filemaker 16 addition with executesql and one of the least used but very powerful features of. The date is set, the record is committed, and the new portal row pops to the top because of the empty memo field. One other thing to look at is to make sure that the portal button is totally inside the portal row if it touches the edge or overlaps, the button will not work properly. Records from another table are displayed using a filemaker pro layout object called a portal. If you need more space, you can just grab one of the handles and make the portal larger, but we seem to have the right size here. For example, the 2014 records total 18 hours, but there is. This can have some interesting, yet subtle, effects on your user interface. After you use a delete portal row script step in filemaker webdirect, click anywhere on the layout or use a commit recordsrequests script step to commit the deletion. Is there a way to eliminate blank rows from a portal in a filemaker report. This is a very basic filemaker technique but is a very popular how do i. With the addition of the current found set portal, filemaker has added the ability to easily create one of the most common trends in modern applications the master detail.
There must be an easy way to just show a count of portal rows without having fm summarizing each record. Conditional formatting is a great feature of the new filemaker. Get field contents from clicked portal row filemaker pro 11. Go to portal row row number bridget eley i would like to do something i thought would be easy given the amazing things you can do with fmp 5. You can also search help for information about scripting. 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. The navigation part of the script which takes me to the selected row works fine. Dynamically add a new portal row to any filemaker portal using script parameters. Maybe your first attempt could involve some global fields for entering data above the portal, which could then trigger a script to create a related record, set the data, and clear the global. Filemaker places a blank row as the last row for creation of records.
A portal displays the data of related records in rows with one row in a portal representing one related record in the related table. Get currentdate commit records go to portal row first go to field expensememo creating a new expense record sets the newemptyrow calc to 0. If a user navigates to a portal without selecting a specific portal row and without making an object active within a specific portal row, getactiveportalrownumber returns row 0 rather than row 1. Best way to sum only the visible rows of a filtered portal.
Fmt is proud to deliver and promote filemaker developers worldwide since 1997. Filemaker portal row click handler coresolutions software inc. Using this method you will go to the first record in the portal regardless of what row you click on. The filemaker odbc and jdbc client drivers support all of the sql statements described in this reference. If there are multiple windows open in the current database file, each window can have its own portal row number value, but results are returned for only the foreground window. The proper approach is to place an invisible rectangle under the objects inside the row border and make this a button with go to related record single step. So how can we get the record creation row to appear at the top of the portal. Navigate portal rows via buttons filemaker claris connect. When a user clicked it, it performed its necessary button actionscript and life was good. Creating portals to display related records filemaker.
An alternative method for deleting portal rows is to use delete portal row script step. Get field contents from clicked portal row filemaker pro. For example, on our invoices details layout, yousee that we have a portal on screen here. Ive been working with filemaker software for about a decade now and. You can also use the row number field to relocate the last portal row visited, using a scripted button. Fortunately, there is a solution to draw the users focus to the row they are one. Getnthrecord related field of a related row in a portal from the expert community at experts exchange filemaker. A portal displays the data from related records in rows with one row in a portal representing one related record in the related table.
My cf returns only the row number count, not the visible values from the portal. It does not use recursion faster and requires only one function parameter. The detail area is a set of fields that show more information about the selected row in the portal. Go to related record from a portal closed ask question asked 10 years. This button is linked to the delete portal row script step or goes to the related file, deletes the record and. Getnthrecord related field of a related row in a portal solutions experts exchange. Applying active state formatting to portal rows and list views. From dwayne wright pmp certified filemaker developer web. All persons, companies, email addr esses, and urls listed in the. I reached out to the other filemaker developers at soliant, and i got a great sample file from ross johnson. In the help window, choose designing and creating databases, then choose creating scripts to automate tasks. This new demo employs a similar technique, except instead of using the get recordid, instead, the script gets the actual id from a field. Sometimes filemaker s builtin indicator for what row you are on in a list can be a little lacking. When no portal row contains the focus, this function returns 0.
How do i get the value of a specified field in a specified portal row in filemaker 12. I have portal display see the attachment that shows the work hour records for 2014 for one person, and at the bottom of the portal, i want to display the total of only the visible rows. I just figured this out and thought it was cool enough to share with you. About half only have one resident, the other half has from 2 to 8 residents. How do you get the count of the related records in a filtered portal. If a user navigates to a portal without selecting a specific portal row and without making an object active within a specific portal row, get.
See filemaker odbc and jdbc guide for extensive information on how you can use filemaker software as a data source for odbc and jdbc applications. The vatsales tax rate for electronic software downloads and other filemaker products classified as services under local law will be at the. A common design practice in filemaker apps is one of masterdetail where a list is displayed and clicking on one of the items in the list provides additional details on. The problem with this is that, in order to show the number of records in the portal, it has to be shown in the portal, and therefore on every portal row. In this tutorial, i show how to do this using a selfrelationship combined with a portal filter using the getnthrecord field name. Duplicating a portal rowrecord in filemaker solutions. Aug 24, 2011 the problem with this is that, in order to show the number of records in the portal, it has to be shown in the portal, and therefore on every portal row. If the button with the script attached is in the portal row. On this site we promote, share and showcase material from some of the brightest minds in filemaker. Revealing the current state of your interface is of great benefit to users of your solutions. In filemaker, you now have the ability to not onlyapply formatting to a portal, but also the individual portal rows. In filemaker pro, choose help menu filemaker pro help. For example, a common technique to delete a portal row of information is to put a small trash icon in the portal row.
Find records based on the contents of records in a related table. Making creation of records in a portal more user friendly. Originally, this example used the go to portal row by field. Filemaker 17 portals for masterdetail layouts luminfire. The vatsales tax rate for electronic software downloads and other filemaker. An additional new behavior we get with this portal configuration is that simply clicking on a portal row will make that the current record, with no button setup or scripting required. It requires a few additional steps, but if you read through the stuff below. With the cursor blinking at me in the correct row, on implementing duplicate record from the menu to test the action, all records disappear from view in the portal and all other. Exit after last exits the script when it reaches the last portal row if next or. Its pretty commonplace to put a button over a filemaker pro portal row object to. Enhance your filemaker portal columns filemaker pro tips. May 30, 2017 learn how to adaptively delete a row in any filemaker 16 portal using a single script. New portal row filemaker claris connect salesforce. When you click a button in a portal that was created with the classic theme which was deprecated in filemaker pro and the portal setup dialog box use active row state option is unselected, the portal row is selected until you click an area outside the row.
Filemaker portal in a portal, 4d printing filemakerprogurus. Jarvis crm filemaker starter solution filemaker crm. Populating a portal from a value list homebase software. Like most filemaker developers i know, when i wanted to handle a row click event, i was creating a transparent button that hid in the background of the portal, taking up the entirety of the portal row. September 23, 2015 i dont like the fact that when a button is put in a portal, its visible on every single row. In this article, ill explain what masterdetail is, how to create read more about filemaker 17 portals for masterdetail layouts. Adding fields and other objects to a filemaker portal.
Like new portal row records, the duplicated related record will remain attached to the current record until you change the primary. Apr 28, 2014 next, you can add any other object that you want to show in each portal row including buttons, text or even graphics. A portal in filemaker pro advanced is a layout object in one table where you place one or more related fields to display in rows the data from one or more related records. You can use exit after last within a loop to exit the loop after the last portal row. Jul 24, 2010 added demo of portal row highlighting as well. I wont go into much detail about how the masterdetail feature is set up and used. Going to a portal row by the contents of a field can be scripted. Exit after last tells filemaker pro to exit the script when it reaches the last portal row. As a filemaker starter solution, it allows developers an amazing jumpstart on their projects. Kudos to brian ouimette of for creating a solution to a problem that has flummoxed filemaker and filemaker developers for years. This example is to show you one method of moving the information from repeating fields to a linked child file with each previous repetition appears in a separate portal row. You may use this documentation solely with a valid licensed copy of filemaker software. Creating, duplicating, and deleting related records in a. 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.
I will update this example at some time using variables. Is there a way i can search for values just in 1 row of the portal. I have a layout that lists products from another table for each order. So im having a little issue retrieving the value of a related field of a related row in a portal. Learn how to adaptively delete a row in any filemaker 16 portal using a single script.
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. With this feature, you can create a new type of portal this is a bit different than the regular portals we are all used to using. Preventing careless delete actions in filemaker understanding the larger issues surrounding the delete button. How to show the number of portal rows a filemaker miscellany. As is often the case in filemaker pro, there is more than one way to do it.
To add a new record to the portal, simply click in the first empty portal row in one of the field columns. Filemaker portal show distinct value tutorial the scarpetta. Rightclick on the portal row and click button setup choose go to related record under specify, select the table which contains the related record you want to go to. In combination with a calculation field, it can be used to highlight the row of a list. Example 1 asks if the user wants to delete the portal row if a product is discontinued. Filemaker portal show distinct value tutorial in filemaker, showing distinct values in a portal can be accomplished in various ways.
We encourage you to visit their sites and to inquire about their services. For more details on when to use portals, see deciding where to place related fields. I can go to a portal row, but dont seem to see how to select a field. Use a portal only when you want to display data from more than one related record. You can define a button go to these portal rows directly via the button choices.
I tried get portalrownumber but that returns only curr. Sep, 2012 the question on one or more of the filemaker forums was asked and answered. I figure if i could get the record to show what portal row number it was sitting it, i could grab that number. Using filemaker hide object feature to hide portal row. 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. If a user navigates to a portal without selecting a specific portal row and without making an object active within a specific portal row, get activeportalrownumber returns row 0 rather than row 1. Once the portal is visible on the layout, you can switch to browse mode view browse mode. I was recently asked to sort portal columns for a client, and i figured there has to be a newer and cooler technique out there to accomplish portal sort than when i did it last. Also returns 1 for a portal when a portal row is selected. The current found set portal is a portal that displays a list of the records in the current found set. But usually you wont want it displayed on every portal row usually i just want it once, at the top of the portal. Try printing from the related file rather than the master file by using a subsummary layout so. If you set a portal to slide up, it allows you to slide through unused portal rows. This allows you to cover the entire portal row but might have some implications if you use the new auto resize feature in filemaker 9.