Find answers to filemaker pro 12 filter a portal by a value list from the expert community at experts exchange. Make sure the field types in each table you are linking in the relationship are the same eg. On leaving the field, commit the record to update the portal. Highlighting rows in filemaker lists or portals homebase software july 14, 2012 articles.
Ripristino dei link alle origini dati odbc interrogazione di unorigine dati odbc con filemaker pro advanced. Apr 20, 2010 using filemaker pro 11 and portal filters, all we do is. Claris may provide or recommend responses as a possible solution based on the information provided. The example we will be using is filtering a relationship to a customer table, but by searching on a customers related contacts, which are in an entirely different table. Portal filtering with filemaker 11 fullcity consulting. Notes in filemaker webdirect, refresh portal performs the refresh window script step. I have a complicated phone formatting cf that i got from brian dunnings site that grabs all the number and then makes decisions about them. Jan 23, 2014 if you are converting an older filemaker solution to a revamped solution, one of the first tasks you may have to address is changing repeating fields into relational portal data. Now click on filter portal records and add in the function.
Hi im new to filemaker pro and i basically had 3 days to learn filemaker pro for my internship. May 12, 2015 tired of refreshing a whole layout when you just want one portal to update. And, finally, here is the portal filtering calculation, along with the sort order. Initially, there were some harsh critics, as the filter was a display only feature and did not. Sets the value of a global field used in a portals filter calculation, then updates the portal. Dynamic portal search with filemaker 14 so here is another one of those things i cant live without, its really the custom function that drives this post and was created by filemaker inspirations but that i constantly use because of how fast it is. Often though this is unintuitive for users, or just does not fit in with the design of a solution. The relationship that is attached to this portal is the same one that is used for the portal where the update to the quantity field is being made. The example is typespriority of phone numbers the value list is a popup menu for a type field in the portal. You can set up a similar filter completely through your relationships graph as i believe you have already tried to do.
For example, refresh portal with the onobjectexit script trigger will refresh a portal after users commit a change in a field used in the portal s filter calculation. There is also another big benefit of keeping with cartesian joins. Dec 30, 2017 filter a filemaker pro portal to show only matching songs of the same genre or mood. However the individual users only need to change data for a sample ty. How do i update information in a whole bunch of records at once in filemaker. Thanks for the examples but neither does what i am trying to do. Greetings fm community, hopefully this can be useful to as many as possible. Getting a calculation field to refresh november 10, 2009 6. Mar 09, 2010 filemaker 11 introduces portal filtering which solves these problems and the results are impressive. Is it possible to make a few cascading drop down menus. Jan 09, 2014 the user can type anything they want into the filter field, and the system will match on any part of any word on any field in the results in the portal. Php site assistant now picks up related fields from a portal added during a site assistant session and adds them appropriately when you click refresh fields. May 24, 2007 i am designing a database to keep track of samples as they come into a unversity research departments. Watch as johnaustin lamprecht discusses the benefits of this new.
Add portal filtering that uses a custom function you will create. However, with the release of filemaker 11, the new filter portal option, presented as a check box on the portal settings dialog, offers a much easier method for filtering portals. Finally, its worth noting that a portal filter isnt appropriate for all display situations or calculations. In the inspector, the portals name is set to portalclients above that portal see picture, is a text field edit box where the user can enter a text string to filter out the values shown within the portal. I have several portals i wish to filter each by the values in a value list. Refresh portal acts on the foreground window of the current file.
It relies on a named object on the layout with a onobjectmodify scripttrigger to filter the portal. Show custom dialog save the current record as excel or pdf. I also show how to use a found set portal picker and a simple filter to add related contacts. Filtering portal values and refreshing portal objects.
Reset sort to clear all the array global variables and refresh the labels. So now ive gathered the icons in a onepanel filemaker slide control and applied the refresh to that object. Type ahead style searching through portals in filemaker pro. Refresh portal can update the contents of a portal when a global field used in the portal s filter calculation has been modified. Cartesian join refresh operates at the relationship level, whereas the refresh portal step acts at the portal level but still technically is refreshing the relationship. Refresh portal updates the join relationship and contents of a portal that displays related records. Filemaker introduced a new feature in filemaker 11 which allows us to specify a calculation to filter the records that appear in a portal. Filter portal records by partial matching of search criteria. The purpose of the file is, a to demonstrate portal threading in fm 15, and b to explore the behavior of variables instantiated via portal filter calcs andor object visibility. Find answers to how to create a dynamic valuelist with by filtering a table in filemaker.
How to filter in dropdown lists in filemaker pro 15. If the layout object specified for object name is not a portal, refresh portal performs the refresh object script step. I have a screen shot showing the portal setup dialog which shows sort portal records checked because i sorted by first name. The refresh portal script step requires an actual portal on your layout to refresh. With the addition of the current found set portal, filemaker has added. Click or tap one of the article tags to filter down to a smaller selection. Using filemaker s native portal filtering is a great way of narrowing down a portal list, as long as there are fewer than a couple of hundred records involved. Create one portal to show all events for the month.
In the patients table in the portal, there are two fieldsone for id and the other for face value. This library has been a free commmunity resource for filemaker users and developers for 16 years. Initially, there were some harsh critics, as the filter was a display only feature and did not adjust calculations which used the same relationship. Use refresh portal when a global field used in the portal s filter calculation has been modified.
The portal will show smith thomas, thomas, thomas jon, thomaslusis contact records. This can be reused as many times as you want without changing the script across different layouts. Im also using filemaker 14s script step for refresh portal which works pretty fast. Basically it asks you what text string or field you want to filter and then what text characters you want to see after the filtering process is complete. Would it be possible to also have a popup list showing list of categories a field is category field part of the portal and filter on that only py a popup. Again, a portal sourced from the enrollment table is set up. Automatically removing duplicates in a portal filemaker. Enter layout mode, double click on your portal, and you find a new checkbox labeled filter portal records, with a specify button. I do not want a drill down filter where i start with 1 dropdownand narrow down in the other based on one choice. Jun 07, 2011 autoenter calc will refresh only if all the fields on which the calculation depends are local.
Use refresh portal when a global field used in the portals filter calculation. Create one global fieldlets say gsortkey in the table on which the portal. Filemaker tutorial videos library iso filemaker magazine. Can you set up these tips to be savedprinted as a simple pdf. In this course, join instructor cris ippolite as he shows how to translate aspects of the real world into the form and language of a. Search is an integral part of any solution, and can take many forms. With two or more global fields, portal filtering, a script trigger calling a simple script to refresh the page, you have a dynamically filtered portal with multiple filter criteria that updates as you type. Dynamic portal search with filemaker 14 the scarpetta group. If you are filtering records in a portal, this script step exposes all of the records, not just the. In this article we are going to explain how to implement portal filtering in filemaker portal using sql techniques, because it is easy, powerful and extremely flexible. Matt petrowsky showed how to use the feature elegantly and dynamically i. I am designing a database to keep track of samples as they come into a unversity research departments. Beginning with filemaker pro 11, you can add a filter to a portal to specify the related records that are shown. Im having trouble getting a calculation field to refresh when the data changes.
When it comes to variable output display using a portal youll almost always reference. Dynamic portal filters with multiple criteria filemaker. Filemaker pro 12 filter a portal by a value list solutions. Jun 25, 2014 using filemakers native portal filtering is a great way of narrowing down a portal list, as long as there are fewer than a couple of hundred records involved. Join cris ippolite for an indepth discussion in this video using global fields to filter portals, part of filemaker pro. Filemaker 11 introduces portal filtering which solves these problems and the results are impressive. How do i update information in a whole bunch of records at. Summary report in a filtered portal filemakerhacks. There are performance issues to be aware of when applying portal filters, particularly when using related record data as part of filter calculations.
Many times, you dont have to convert all your repeating fields into portals, just the ones that would benefit from going relational. Dec 04, 20 however, the new script step refresh object applies the refresh to any objects enclosed in a refreshed object as well. Dynamic portal filters with multiple criteria create a dynamically filtered portal with multiple filter criteria. How to create a dynamic valuelist with by filtering a. Donald, wouldnt the last 4 be included after applying the filter to that field. Autoenter should be able to refresh if only one field is local and that one gets changed. Ill assume that you know how to set up a portal in order to implement this. Using filemaker pro 11 and portal filters, all we do is. Apr 24, 2014 getting the ids for a filtered portal april 24, 2014 12 comments in databuzz, filemaker pro , general, news by andrew duncan one of my favourite features of filemaker pro v is the new list of summary type option, which is used for creating a returndelimited list of nonblank values in a field. The user can type anything they want into the filter field, and the system will match on any part of any word on any field in the results in the portal. In this tutorial, i show how to do this using a selfrelationship combined with a portal filter using the getnthrecord field name. How to create a dynamic valuelist with by filtering a table. This filemaker tips and tricks training video demonstrates a simple way to have a dynamic quick find or portal filter with each keystroke. Filemaker repeating fields to portals rows 2 thepracticalba.
Looping through and filtering lists with filemaker geist. Dynamically filtering filtered portals soliant consulting. I have a portal inside a popover to display a list of records, in this case displaying names. Ive looked around and couldnt find the answer to this one, so perhaps it will be. Luckily with filemaker 18, and as early as filemaker 11, we can use filtered portals to create calendars. A portal 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. Filemaker pro portal filter multiple fields youtube. Portal filtering is supported using filemaker webdirect and instant web publishing iwp the go to related record script step can potentially expose all the related records for the portal not just the filtered ones. If it has helped you out, id really appreciate it if you could contribute whatever you think its worth. Really it is only the final part that uses filemaker specific features. Filtering portals method 1, using fms native portal. Understanding which data tables to create and how to link them together via relationships is key to mastering the relational database capabilities of filemaker pro. Whenever a change is made to a field in the portal, it refreshes anything within that portal.
For example, refresh portal with the onobjectexit script trigger will refresh a portal after users commit a change in a field used in the portal. The only way to refresh the portal on the clients is a cartesian joint, still. Many times, you dont have to convert all your repeating fields into portals, just. In filemaker, showing distinct values in a portal can be accomplished in various ways. Dynamically filtering filtered portals in filemaker. This method of portal filtering uses the actual filemaker filtered portals feature, which appeared in filemaker 10, i think. The software allows us to easily email estimates to our customers in pdf format.
Filemaker portal show distinct value tutorial the scarpetta. Set a keyboard shortcut for save as pdf in mac os how to download a batch of. Portal refresh problem filemaker pro 10 advanced the. Learn to set up a dynamically filtered portal and apply this beneficial. When selecting the check box to filter portal records or clicking the specify button, we are presented with the standard calculation window.
Filter a filemaker pro portal to show only matching songs of the same genre or mood. Easy dynamic portal filtering iso filemaker magazine. It works properly, the new record is created, but the portal does not refresh until i click somewhere on the layout. Are you sure that all the fields in autoenter calc have to be local in order to refresh the value. In this article we present a slick, great looking search box ui design pattern, and explain how it is built. And by adding the student name field into the portal, we see all the students in the class. There is a script trigger on the dropdown to refresh the filtered portal. This site contains user submitted content, comments and opinions and is for informational purposes only.
Since the purpose of the summary portal is to summarize by account, it comes as no surprise that we would want to sort the portal by that field. This function can also work on a regular layout, without the portal filter. Jul 15, 2009 i am using a script to create a new portal item in a newpopup window. To handle sorting records dynamically on a portal we can follow the below steps. The portal filter calculation will evaluate the same as a field calculated in a portal row.
But where there are more records involved, its better to use a relationshipdriven filter. If object name is not specified, refresh portal refreshes the active layout object. Calculations and autoenter calcs a filemaker miscellany. Getting the ids for a filtered portal april 24, 2014 12 comments in databuzz, filemaker pro , general, news by andrew duncan one of my favourite features of filemaker pro v is the new list of summary type option, which is used for creating a returndelimited list of. Filemaker pro dynamic portal sorting paper prepared by r j cologon phd august 2002 originally published as a series of posts on the filemaker cafe online forum, this paper provides a brief and practical overview of the techniques for creating dynamic sorting of portals in filemaker pro versions 4. I want to filter so that invoice records whose invoice check grouping field is blank are not displayed on the layout. For example, use refresh portal with the onobjectexit script trigger to refresh a portal when users commit a change in a field used in the portal s filter calculation. Creating calendars with portal filters in filemaker pro. There is a very cool filtering function that i found that requires a single named global field, one script, and a portal to filter.
The join table is best used for a list, a report of the students in each class. Filemaker provides us with a useful native find mode, along with quickfind. I am using a script to create a new portal item in a newpopup window. The new refresh portal script command can speed up some operations. Define one relationship from the calendar table to the events table. In filemaker webdirect, refresh portal performs the refresh window script step. This tip demonstrates how to find record with partially mactching search criteria in filemaker. Filemaker pro attempts to update the serial number for the specified field in the. Dynamic portal filtering while you type filemaker inspirations. Create a filter for each portal to show only the events for that day. Refresh portal does a refresh on the local portal, but not on the client systems. Duplicate the portal 42 times, and arrange one in each cell of our monthly grid. Like first choose one category in the popup and then filter more using this dynamic portal filtering while you type. Let me start off by saying that this demo file is for filemaker only, but almost all of the techniques demonstrated have value in filemaker 12 and possibly back to filemaker 10, and 11.
Aggiornamento dei dati tra filemaker e origini dati odbc. Hi everyone, im new to filemaker and am hoping someone can give me a hand. This is a great way to reduce the number of relationships in a solution portal filtering doesnt rely on relationships. Getting a calculation field to refresh filemaker ask. Jan 08, 2011 this article demonstrates how you can filter a relationship to one table, by using information located in a related table. Filter portal records by partial matching of search criteria in filemaker this tip demonstrates how to find record with partially mactching search criteria in filemaker. In filemakerwebdirect, refresh portal performs the refresh window script step. Aggregates summary fields in filtered portals filemakerhacks. Im trying to build a filemaker pro 11 layout that excludes records containing a certain value. If we want to filter the contact portal in admin page by contact name thomas.
Dynamic portal search with filemaker 14 greenville sc. If you are converting an older filemaker solution to a revamped solution, one of the first tasks you may have to address is changing repeating fields into relational portal data. For example, i want to have 3 fields that correlate to the one above it. From the classes table occurrence, we can see all the students in each class. Filtering portals, method 2 using a relationship for.