Filemaker goto record in portal. Creating New Record in a Portal; Multiple Portals 2019-06-25

Filemaker goto record in portal Rating: 9,1/10 345 reviews

Different Styles Of FileMaker Portal Row Buttons — thePRACTICALba

filemaker goto record in portal

So basically my work order tells me the invoice number at the bottom. This way it will know which field to return to once it has committed and refreshed. A simple example of how this can be useful is in a Task Management system where you want a portal in the project detail layout which shows only open task records. Prior to FileMaker 17 you could only create a portal from a related table. Just make sure to uncheck the boxes for Find and Preview modes so the script only triggers when entering Browse mode after the search is completed. That is an interesting little problem, and here is a simple solution.

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Filemaker Pro 12 two portals

filemaker goto record in portal

So you will have to find your own path, as is the case many times in FileMaker design. I have an Expenses table in a database I use for my own freelance FileMaker business. Tapping on this will create a record for a length of track. For help clarifying this question so that it can be reopened,. Specify Portal Row first, last, next, previous, by number, by field value — which is great because you can control what row you want to go to.

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filemaker goto record in portal

You could do the find. You can also add a block of layout text in the portal row that is only visible, when the record hasn't been created instructing the user to enter data. I was wondering, is there any way to have the portal to show no record when Globals::SearchField is blank? This is strange, but it's working for me now as well. FileMaker 17 has a new portal option. You could also make each field in the portal a separate button. It likely goes without saying but you can do some very inventive things with go to portal row by number or the current contents of a field.

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filemaker goto record in portal

The script step does have the options of… Selecting the entire portal row or not — which is great when want to work with the portal row as a whole instead of one of the fields in the portal row. When I click on a person in my address book, information is displayed about them on the right-hand-side using Go To Related Record,. © 2007 - Dwayne Wright - dwaynewright. We also have limited real estate outside of the portal for an add button. The button it is on the very first line of the portal.

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filemaker goto record in portal

Not as easy to setup up, granted, but nevertheless an acceptable alternative for creating new related records. Then click the fill pattern button and make the object transparent. This is now all setup and working great. In this example I have a simple relationship setup between customers and contacts. To accomplish this, the filter calculation and script become slightly more complex. K — I have no sample database to send yet.

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FileMakerHacks

filemaker goto record in portal

Place a global search field above your portal. This will activate the correct portal for you to follow up using the Go To Portal Row script step. Once again, fortuante enough or lucky enough to have found my own solution. This file is provided to help you fully understand what is going on in this article. With a very simple script 4 steps , a custom function and a script trigger, you can search data in your FileMaker portals the same way you search for music in iTunes! If you want to send me a copy of your database perhaps a clone if there is a lot of data , I might be able to give you a hand. Going to a portal row by the contents of a field can be scripted. Step One: Create a Global Search Field Tip: To keep your data tables clean and better organized, I recommend having a separate table to hold global fields that are not directly associated with a particular table.

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Making Creation of Records in a Portal More User Friendly

filemaker goto record in portal

When you select a message, the message details appear on the right. Enhancements Delayed Search for Fast Typing One of the drawbacks of having scripts and calculations run every time you type a character is that it can cause serious lag time while you are typing. Using this method you will go to the first record in the portal regardless of what row you click on. A good example of this is an email App where you see a list of email messages on the left. This is done recursively by calling the function within itself. FileMaker provides us with the ability to create related records directly from a portal. I looked at the other tutorial about filtering portal results, but there were so many limitations.

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filemaker goto record in portal

Once a match is found, we move on to the next word in needle. I also added a button called Go To Row Dialog. However, with great power comes great user interface responsibility : The default interface is not the most intuitive of designs: But, with a little bit of conditional formatting, you can make this interface more presentable for users. Are you passing the portal row as a script parameter or what? This will allow us to create a nicer way for users to create records. The portal is based on the units table.

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Selecting The Correct FileMaker Portal In A Script — thePRACTICALba

filemaker goto record in portal

Multiple Search Criteria What if you want to use multiple search fields? Well today we have a nice, outside the box solution from that does not suffer from this limitation. Btw I have done 2 custom funciont: 1 is exactly ur, the other one is like ur, but start to search from the right end of the word. Logical, if you think about it. How did this come about? When calling this function, we would almost always pass the number 1. The most common error is selecting the wrong relationship or the wrong target layout. If you want the records to always remain in sorted order, you could set up an OnModeEnter script trigger in Layout Setup to sort the found set of records after a Find is done. We show a portal listing the seasons of the year which are Spring, Summer, Fall, Winter and Football.

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Goto Related record

filemaker goto record in portal

I needed to do the set field step on the portal table occurence, not something in a table twice removed. When I put a starting position of 1, then it only finds if the word is the second word. You do have the script parameters to specify the object you want to go to and this can be a calculated value, how cool! The custom function can easily be copied with no understanding of how it works. If you have any questions or comments feel free to post a comment below or. Also, if are using complex, unstored calculations in your filter, consider making some adjustments so they can be stored, such as using lookups or auto-entered calculations if possible. The last portal has a box graphic we designed in layout mode placed over the fields in the first portal row. To continue reading about this, see where I walk through this in detail.

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