The new refresh portal script command can speed up some operations. May 15, 2018 thats because this new type of portal comes with its own special behavior. 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. However one of the limitations with portal filtering is that the results of calculations are based on the full. When selecting the check box to filter portal records or clicking the specify button, we are presented with the standard calculation window. With portal filters, filemaker is checking each related record individually and applying the filter criteria to it. Im also using filemaker 14s script step for refresh portal which works pretty fast. But basically, if you can do a find and get the records you want, the filtering expression should be pretty. Description refresh portal can update the contents of a portal when a global field used in the portal s filter calculation has been modified.
I am using a script to create a new portal item in a newpopup window. Filemaker 17 master detail in action filemakerprogurus. Note that when current table is selected in the portal setup dialog, the options for sort and filter are grayed out. Blog how shapeways software enables 3d printing at scale. Refresh r9101 fits samsung da2900020b, rf23hcedbbcaa, rs25h5000sr, and more. It relies on a named object on the layout with a onobjectmodify scripttrigger to filter the portal.
Runtime filemaker pro filemaker pro advanced filemaker pro advanced filemaker pro advanced. Initially, there were some harsh critics, as the filter was a display only feature and did not adjust calculations which used the same relationship. Oct 04, 2011 we know that the portal filter calculation calculates before the conditional formatting calculation. Enhance your filemaker portal columns filemaker pro tips. Creating a month view calendar in filemaker part 1 igeek. Matt petrowsky showed how to use the feature elegantly and dynamically i. Enter layout mode, double click on your portal, and you find a new checkbox labeled filter portal records, with a specify button. The portal is set to have a fill the same color as the background so as to appear invisible. Adding just one of those global fields as a filtercan control the value seen in the portal,but adding two globally stored fieldsas a pair of filters. This is a great way to reduce the number of relationships in a solution portal filtering doesnt rely on relationships. I have a screen shot showing the portal setup dialog which shows sort portal records checked because i sorted by first name.
Filemaker introduced a new feature in filemaker 11 which allows us to specify a calculation to filter the records that appear in a portal. The portal sort order automatically matches the sort order of the current found set, and the records displayed in the portal also automatically match the list of records in the current found set. Jan 09, 2014 simple, elegant method to dynamically filter portals from sara severson. Using filemaker 10s powerful script triggers, you can make the impact of your filtering more immediate. Portal filtering was introduced in filemaker pro 11 and lets developers easily filter a portal by simply editing the portal setup you dont need to add unnecessary clutter to your relationship graph to support portal filtering. Whenever a change is made to a field in the portal, it refreshes anything within that portal. These tended to be more complex and difficult to build, and they had some serious limitations that can now be transcended with filemaker 11 portal filters as outlined in this article. Jul 15, 2009 i am using a script to create a new portal item in a newpopup window. Aggregates summary fields in filtered portals filemakerhacks. Mar 09, 2010 filemaker 11 introduces portal filtering which solves these problems and the results are impressive. Filemaker pro portal filter multiple fields youtube. Refresh portal can update the contents of a portal when a global field used in the portals filter calculation has been modified.
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. 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. Filemakers portal filtering facility will be used to filter the records that are. Filemaker pro 12 filter a portal by a value list solutions. In cases where there are very large numbers of related records andor the portal filter calculation is very complex, you may notice some performance issues. Create one global fieldlets say gsortkey in the table on which the portal.
By filtering records, you can display different sets of records in a portal. We know that the portal filter calculation calculates before the conditional formatting calculation. Make sure the field types in each table you are linking in the relationship are the same eg. Theres a technique thats called using a portal filterto change the portals perspective or match criteriaand thereby, presenting the userwith a different set of recordsbased on information changing in the current table. Good day too all, i have a question with a portal refresh issue i have run into. Now you may actually be looking to filter related records through a portal but, given that youve set up a selfjoin on the invoice index on the invoice table my guess is that, at best, this would show either 0 or 1 record for each invoice record you display in your main layout. Your web service or application calls the filemaker data api to obtain an authentication. Portal filter scripting in filemaker with window variables portal filtering can involve a number of small scripts for setting fields, clearing fields, and refreshing the portal.
This particular article does not use the exact technique mentioned in order to keep the complexity level to a minimum, but the technique mentioned in the. I have added two global fields so that the user can narrow down the results. Ive long been meaning to build one that would do it all, and that day has come. 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. Duplicate the portal 42 times, and arrange one in each cell of our monthly grid. By threerandomwords, february 18, 20 in filemaker pro 12 all versions. Clearing the filter is as simple as double clicking on the portal in layout mode and unchecking the portal filter from the dialog. Filtering portals method 1, using fms native portal. Dynamic portal filtering while you type filemaker inspirations.
There are many reasons to upgrade your filemaker version speed, power, security. Filter a filemaker pro portal to show only matching songs of the same genre or mood. Refresh portal does a refresh on the local portal, but not on the client systems. Summary field in portal filtered by date not refreshing filemaker. Beginning with filemaker pro 11, you can add a filter to a portal to specify the related records that are shown. All you need to do is click into a field and it will be refreshed. A filtered portal allows the user to select a value from a custom list and have the portal show all related recordssomething the older style automatically did. The global variable will not update if no records are showing from the portal filter meaning the portal filter calculation is false for every related record, at least not with the calculation as is. Portal filtering with filemaker 11 fullcity consulting.
I would like to do this realtime as they type into the global fields. It is more specific than refresh window flush cached join results. Here are a couple of things you can do to maintain better performance. This would allow you to have three portals, all based on the same relationship, and filter them differently. 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. Create a filter for each portal to show only the events for that day. Filemaker portal columns 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 enhance your filemaker portal columns with sort, filter and batch update filemaker claris connect salesforce build diy business apps.
That is a very powerful toolwhen youre developing filemaker databases. From dwayne wright pmp certified filemaker developer web. 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. This method of portal filtering uses the actual filemaker filtered portals feature, which appeared in filemaker 10, i think. Portal refresh problem filemaker pro 10 advanced the.
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. This filemaker tutorial cover advance portal technique to help you sort and filter records within your portal. Filemaker pro 11 and later have an option in the portal setup dialog which allows you to specify a calculation to filter on. The portal will show smith thomas, thomas, thomas jon, thomaslusis contact records. Follow along with our stepbystep guide for enhancing filemaker portal columns with filters, sorting, and batch update capabilities. Filtering portals method 1, using fms native portal filtering. I have the filter function working close enough, but what i cant seem to figure out is how to refresh the p. To handle sorting records dynamically on a portal we can follow the below steps. What i am trying to accomplish is to display records from the leadmgnt db on the calendar for any given day, through a portal. Summary report in a filtered portal filemakerhacks.
Now click on filter portal records and add in the function. The timer trigger script runs the main trigger script with the parameter. How to create a dynamic valuelist with by filtering a. Dynamic portal filters with multiple criteria filemaker. Because this api conforms to representational state transfer rest architecture, the filemaker data api is a rest api. Using filemaker pro 11 and portal filters, all we do is. Refresh portal vs refresh window filemaker community.
I had the opportunity to play with filtered portals yesterday. Add a script trigger calling a script that simply refreshes the page. Jul 26, 2011 this method of portal filtering uses the actual filemaker filtered portals feature, which appeared in filemaker 10, i think. Create one portal to show all events for the month. There is a very cool filtering function that i found that requires a single named global field, one script, and a portal to filter. 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. The only way to refresh the portal on the clients is a cartesian joint, still.
I have several portals i wish to filter each by the values in a value list. Dynamically filtering filtered portals soliant consulting. A recent b log posting by new zealandbased digital fusion about using image maps in a web viewer got me thinking about this idea again. Essentially, the current found set is the portal filter. Learn to set up a dynamically filtered portal and apply this beneficial solution. Dynamically filtering filtered portals in filemaker. Sort, filter, and batch update filemaker portal columns 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. If we want to filter the contact portal in admin page by contact name thomas. Refresh portal vs refresh window when updating a portal via a filter. By filtering records, you can display different sets of records. This tip demonstrates how to find record with partially mactching search criteria in filemaker. Filemaker 11 introduces portal filtering which solves these problems and the results are impressive.
I am using two databasesdb, one as a calendar, another as my leadmanagement table. How to create a dynamic valuelist with by filtering a table. Tired of refreshing a whole layout when you just want one portal to update. Apr 24, 2014 portal filtering was introduced in filemaker pro 11 and lets developers easily filter a portal by simply editing the portal setup you dont need to add unnecessary clutter to your relationship graph to support portal filtering. The filemaker 17 master detail feature disabled sorting and filtering in the portal it uses, forcing the user to use the find feature to filter the master list. Thats because this new type of portal comes with its own special behavior. Dec 30, 2017 filter a filemaker pro portal to show only matching songs of the same genre or mood.
Use refresh portal when a global field used in the portals filter calculation has been. As handy as these techniques are, they always stop just short of perfect because, before filemaker 10, you had to exit the field before the filter would take effect. Initially, there were some harsh critics, as the filter was a display only feature and did not adjust calculations which used the. And, finally, here is the portal filtering calculation, along with the sort order. By clicking the ad below and then making you purchases, you will not be charged more, but we will get a small percentage of the sale from amazon. It works properly, the new record is created, but the portal does not refresh until i click somewhere on the layout. What i am trying to accomplish is to display records from the leadmgnt db on the calendar for any given day, through a. How to create calendars in filemaker with monday start of. Filemaker pro features not compatible with previous versions. The most basic script approach to refreshing a portal is to mimic what you would do manually. At this point the only thing left to do is add it to the portal. Without seeing a sample file i dont know how much more help i can be. Filemaker upgrade filemaker refresh the scarpetta group.
This demo uses the same field in a valuelist and to filter the sales portal. Sep, 2012 i use this in many solutions to help sort and group records by month and year, especially with graphs. Showhide menubar option for filemaker go and webdirect enable touch keyboard for ios or windows 8 when then tap into an editable field filemaker 14 server. Our certified developers can help with filemaker upgrades and refreshes to keep your application current. Portal with filter on global field not updating filemaker community. There are performance issues to be aware of when applying portal filters, particularly when using related record data as part of filter calculations.
Using a globally stored field as a portal filterfor one of your relationshipscan allow users to change the portals perspectivewithin their session and thereby present userswith a set of related records of their choice. Thanks for the examples but neither does what i am trying to do. The example is typespriority of phone numbers the value list is a popup menu for a type field in the portal. Enhance your filemaker portal columns with sort, filter. May 27, 2017 this filemaker tutorial cover advance portal technique to help you sort and filter records within your portal. But where there are more records involved, its better to use a relationshipdriven filter. Custom software filemaker filemaker 14 filemaker 16 filemaker 17 filemaker developers conference 2017 filemaker pro advanced json portal filter portal search press release script steps. This can be reused as many times as you want without changing the script across different layouts. 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.
The filemaker data api is an application programming interface api that allows web services to access data in hosted databases. Define one relationship from the calendar table to the events table. So, a common technique is to use the go to field to enter the field that is not refreshing and then exit it with the exit record request script step. Rerun dynamic portal search with filemaker 14 filemaker. Filter data in a filemaker 10 portal solutions experts exchange. Creating calendars with portal filters in filemaker pro. In the last movie we were talking about relationships, and weve been talking about relationshipsbetween a parent and child table. Enhance your filemaker portal columns with sort, filter and. Basically it asks you what text string or field you want to filter and.
Easy dynamic portal filtering iso filemaker magazine. And, you have a dynamically filtered portal that updates as you type. Then you can easily define additional criteria for limiting the related records shown in a portal. One issue is an update to the any modification timestamp in first. Whenever a change is made to a field in the portal, it.
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