Dec 15, 2010 filemaker places a blank row as the last row for creation of records. To add a field, drag a field from the status area into the first row of the portal. Most folks with take the field label that appears to the left of the new field and put it above the field. Better portal design part 1 iso filemaker magazine. Filemaker does not include a setting that allows for this but you can force it by creating a new button and script and by having your portal sorted in descending order by either the record id for the notes record or by creation date and time. A portal is a layout object that displays records from related tables. In combination with a calculation field, it can be used to highlight the row of a list. Doubleclick the button to open the button setup dialog and make the following changes. In a portal, you need to be able to highlight a given record, and ensure that the portal row is visible. Subsummary in a portal using uniquevalues with filemaker 16, i think i have finally figured out an easy way to display subsummaries in a portal using the new uniquevalues text function.
Under portal setup, click new addon table under the show records from dropdown menu, and choose from one of 11 different types of tables. I want to create a script to create a new portal row record. The records are people, and the portal rows are items to be sent to them. Support for showing records from the current table in filemaker pro. So, we get a simplified relationship graph, sorting, filteringsearching, and navigation, all for free. 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. Since youre calling it a portal row, im assuming you have a portal to another table there on the layout. Features such as highlighting selected portal rows provide an instant indication of what is selected or where the user is. 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. Most tables just received a simple add script which takes the user to the last row in the portal so they can create a new record using the allow creation of. How to go to a specific portal row a filemaker miscellany. In this tutorial, i show how to do this using a selfrelationship combined with a portal filter using the getnthrecord field name.
Calculates the total number of visible portal rows not the number of records shown in these rows. Highlighting portal rows features such as highlighting selected portal rows provide an instant indication of what is selected or where the user is. As spiderman says, with great power comes great responsibility. Now click on filter portal records and add in the function. Filemaker 17 portals for masterdetail layouts luminfire. One button in particular, can give you a bit of a hassle with this default behavior of creating related records. So lets take a page from some of the slicker web interfaces and highlight a new row when its created. Add an onobjectenter script trigger to your entire portal. Use a portal only when you want to display data from more than one related record. For example, a portal contains 20 records, but displays only 3. There is no need to open an external file when using a script in it filemaker pro opens it for you. Sometimes filemaker s builtin indicator for what row you are on in a list can be a little lacking.
Heres a job screen with a simple task list via portal row. Add new portal row filemaker pro 11 the original filemaker. This database taught me something i had not seen in all my years as a filemaker developer. The final thing we did was add another layout that uses a similar relationship but it can create new related records on the fly. Brian combined the power of json a filemaker 16 addition with executesql and one of the least used but very powerful features of. Portal records not showing filemaker all versions.
The payment record for december 15, 2014, is highlighted. There are several other ways to summarize only selected related records. Ive been trying to edit a script on soliant consultings filemaker. Creating new records in a portal with a twist digital fusion. The date is set, the record is committed, and the new portal row pops to the top because of the empty memo field. Well be able to add entries without the nuisance of scrolling and well see the most relevant information first. There are numerous ways to do this, but here is a simple method. So how can we get the record creation row to appear at the top of the portal. Join cris ippolite for an indepth discussion in this video, applying active state formatting to portal rows and list views, part of filemaker new features. Adding fields and other objects to a filemaker portal. No field in the portal row is active, but a highlight shows on the whole row.
However, i cant figure out how to do this within a script. If your portal does not show a scroll bar, add one by doubleclicking your portal in layout mode and checking the checkbox show vertical scroll bar in portal setup. When it comes to creating child records records in filemaker we. May 15, 2018 in filemaker 17, when you go to add a portal, the first choice you are presented with is which table the portal will display.
Filemaker introduced a new feature in filemaker 11 which allows us to specify a calculation to filter the records that appear in a portal. When selecting the check box to filter portal records or clicking the specify button, we are presented with the standard calculation window. The current found set portal is a portal that displays a list of the records in the current found set. Support for showing records from the current table in filemaker pro 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. For example, a common technique to delete a portal row of information is to put a small trash icon in the portal row. For example, there are functions that could count,or add together, and even average different sets of data. The add on table feature, also adds scripts to your solution. Applying active state formatting to portal rows and list views. Set fieldmyportalfield, and the record will be created. If you click on a portal row, you can run a script or script step that. Filemaker portal row click handler coresolutions software inc. From here, you can add a season to the global field and click the. May 15, 2018 filemaker 17 has a great new feature for creating masterdetail layouts.
We havea portal that shows a number of rows, and an empty row at the bottom that allows a new entry. In some cases, ive made a single record top portal to show only this potential record, and whether its targeted by a new button, or the user is just allowed to type to create, its less annoying that scrolling to the bottom, which users hate. From there i tried create new record, but that just creates a n. I have a found set of 100 or so records and want to add a new portal row for each, using a script.
It would be nice to show the user that this row is for adding a new record. Create invoice tutorial 1005 filemaker custom app academy. This will go to the last portal row, and since that portal row is the empty row, the user will feel heshe is creating a new entry. New portal row filemaker claris connect salesforce. For several of these reasons, portals increasingly allow the creation of new portal rows with a button outside the portal. Hello, this has got to be simple, and im embarassed to ask this. Description performs a script that is defined in the curren t file or in another filemaker pro file. Occasionally you need to replace the contents of the same field in a group of records with new data.
But to the average user, this might just look like a blank record. Note you can only add related records from the current table if the relationship has been defined to allow the creation of related records. Im also using filemaker 14s script step for refresh portal which works pretty fast. Navigate portal rows via buttons filemaker claris connect. If the related field is in a portal, type data into the field in the last row of the portal, then commit the. I know you can create a new record in a portal actually in the related file by clicking on the next blank row and entering the corresponding data. In this article, ill explain what masterdetail is, how to create read more about filemaker 17 portals for masterdetail layouts. Duplicating a portal rowrecord in filemaker solutions. This button enables the user to click anywhere on the row to see details about the record in another layout. 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.
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. At this point the only thing left to do is add it to the portal. Jul 24, 2010 sometimes filemakers builtin indicator for what row you are on in a list can be a little lacking. Portals display data from related fields in rows, one record in each row. I want a script that takes me to a portal row and then duplicates the portal row. Filemaker portal in a portal, 4d printing filemakerprogurus. For example, you could use a filtered portal of one row only, filtered by the expression. Ive taken to calling the empty row the potential record to help explain it to users. Narrator as the name implies, an aggregate functionin filemaker pro is used for calculating varioussummarizations of sets of data. You can get there by clicking the view add related button. Filemaker indirectly add a record filemakerprogurus. Data entry works the same way it does in other areas of filemaker. Filemaker pro advanced development guide included with filemaker pro advanced. When you paste data into a field formatted as radio buttons, checkboxes, a dropdown list, or a popup menu, the matching value is selected, replacing the entire contents of the selected field.
Most tables just received a simple add script which takes the user to the last row in the portal so they can create a new record using the allow creation of records via relationship method. The original filemaker community forum free templates demo apps video tutorials samples help 46000 member forum. When a relationship allows the creation of related records, you simply enter a portal row and start to enter new data. Applying active state formatting to portal rows and list. Go to last row, go to next row, for example, doesnt work. Adding and modifying data is done by simply clicking inside the portal rows and navigating between the fields to make any changes. When a user clicked it, it performed its necessary button actionscript and life was good. I like to learn, and i try to learn at least one new thing a day thats the absolute minimum, actually. Filemaker pro stores new records at the end of the table.
If an object strays past the portal row lines, that object will not appear in the other rows of the portal. Financialscost code b and place the cost code field, along with a summary field defined in the financials table as total of value, in the. Web compatibility this script step is webcompatible. Essentially, the current found set is the portal filter. Sep 14, 2010 5 add the field to your layout and test it. I have a screen shot showing the portal setup dialog which shows sort portal records checked because i sorted by first name. To import an addon table to a filemaker application, first add a portal to the layout you want to have the module show up on. This button is linked to the delete portal row script step or goes to the related file, deletes the record and.
For more details on when to use portals, see deciding where to place related fields. 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. Be sure you know what you are doing before using it. May 15, 2018 the addon table feature, also adds scripts to your solution. When they place a button within a portal, the button in question appears on each portal row, and each rows button will act on that rows data or record.
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. In the case of complex relationships nonequijoins, to be specific, filemaker pro cannot allow this method of adding rows to portals because the relationship would be ambiguous. You know which record youre interested in, and you have the id of the record stashed in a global field, but. The only issue remaining is users dont understand why the blank portal row is there especially if they havent clicked the new portal row button. In other words, summary groups and totals of a child table displayed on the parent table body part. 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.
Example 1 asks if the user wants to delete the portal row if a product is discontinued. 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. The detail area is a set of fields that show more information about the selected row in the portal. Simply click into a field and enter whatever data is appropriate. To add a portal to a layout, use the portal tool from the status area in layout. I am trying to create a button that will add a new portal row on the current layout.
Virtual list and custom report development in filemaker. This is the second post in the stumbling into filemaker. Go to portal row last making sure that allow creation of records is checked in your relationship description. Doubleclick the task table to see the list of fields it contains add the following fields to the task table, by typing the name into the field name area, choosing a. If the portal object name is unknown, nothing is returned. In filemaker pro, you can with the new hide object feature in a filemaker pro portal row. Creating a new expense record sets the newemptyrow calc to 0. Make sure that no records are selected in a portal, then choose records menu duplicate record. Revealing the current state of your interface is of great benefit to users of your solutions. This concept for inverted filemaker portals must allow creation of new records on the first row, followed by the existing data rows from newest to oldest. Add new portal row with script filemaker community. You can also find minimum, maximum,or the variants of standard deviation. Now to create a new invoice for customer joe blow you go to joe blows customer record and you go to the bottommost invoice portal row.
In filemaker, showing distinct values in a portal can be accomplished in various ways. Dynamic portal filtering while you type filemaker inspirations. Fortunately, there is a solution to draw the users focus to the row they are one. What i like to use is aggregate functionsas they relate to. For example, on our invoices details layout, yousee that we have a portal on screen here. Besides the object name for the portal, at least one object in the portal has to have an object name, too. However, you cant enter or edit data in a portal row thats highlighted this way, because the insertion point isnt in a specific field. Using filemaker hide object feature to hide portal row. Filemaker pro 7 introduced new relationship operators, beyond the single. Dynamically add a new portal row to any filemaker portal using script parameters. I caught myself doing this and i discovered a new use for an old feature. Making creation of records in a portal more user friendly. Kudos to brian ouimette of for creating a solution to a problem that has flummoxed filemaker and filemaker developers for years. Selecting a row this way sets the context for a portal row delete.
Since it starts empty there is no related record, just like the last row of a portal. The navigation part of the script which takes me to the selected row works fine. Filemaker how to sum if based on portal criteria stack. I will experiment with creating a simiar estimateinvoice layout but in the context of the estimateline table. So in many cases, you will want to count the auto enter primary key field. Go to portal row select, portal number which is the name of the field end if. May 30, 2017 learn how to adaptively delete a row in any filemaker 16 portal using a single script. Open the manage database dialog file manage database and activate the tables tab duplicate the template table by selecting it, click copy, then paste, at the bottom of the dialog rename the new table to task. With its user interface capabilities and by following the rules of database normalization, a developer can create a welldesigned system pretty quickly. Next you will update the background button occupying the first portal row. Filemaker portal table allow add, delete but not to. In prior versions of filemaker you had to choose from preexisting related tables that you had already set up. As you can see, theres already an empty field behind the data fields being used to highlight rows if the task is completed, then the row. To add a new record to the portal, simply click in the first empty portal row in one of the field columns.
Filemaker places a blank row as the last row for creation of records. This displays an empty set of fields in the last portal row so that the user can. The problem, from an interface standpoint, is when you start to add buttons to you portal rows. In filemaker, you now have the ability to not onlyapply formatting to a portal, but also the individual portal rows.
Filemaker 17 has a great new feature for creating masterdetail layouts. Mar 04, 2014 this makes sure the selected portal row i use a background field with conditional formatting on a set global vs. 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. Working with related data using filemaker pro informit. I recently inherited a database for a local new mexico college in santa fe, something i always enjoy. This can have some interesting, yet subtle, effects on your user interface. In each row of your portal, you will see fields from records as they relate to the current. 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.
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