4 Replies Latest reply on Aug 9, 2011 2:38 PM by mdugre

    FileMaker 11 Pro - Finding records in a portal



      FileMaker 11 Pro - Finding records in a portal


      Can anyone tell me how to find records in a portal that match a specific criteria (ex: perform a search using person's first name)?


      I have fields in a portal that have the quickfind feature enabled but when I go into find mode, put in the criteria and hit perform find, nothing happens.


      Also, I'd like to have a search box in the portal allowing the user to enter typical search criteria such as contact name, phone number, etc (i.e.: fields visible within the portal) as search parameters, and then perform the search by hitting a find button (and associated script) I created. Is there any way to do this without creating and using an empty field in the table(s) in question? In other words, like in other programming languages, is there a way to create a variable that's just there, waiting for user input and to use that input as the search parameter?


      I need this seach capabilty because I have customers with hundreds and sometime thousands of employees. Under those circumstances, scolling through the contacts to find a specific individual is ridiculous and a waste of time. 


      Any and all assistance with this is greatly appreciated.





        • 1. Re: FileMaker 11 Pro - Finding records in a portal

          First, you need to understand that performing a find searches the records of the layout's table, not the portal. When you enter criteria in a portal field or any other field from a related table, you tell filemaker to find all records in the layout's table that have at least one related record matching the criteria you've entered. Once the find is performed and the new found set produced, each such record then displays all related records in the portal--not just the related records matching your find criteria. Quick finds function much the same way if the portal fields are enabled for the quick find.

          To search the related records and show only the matching related records in the portal requires setting up either a relationship (the only option for Filemaker 10 and older) or a portal filter that matches your specified criteria.

          Take a look at the two portals at the bottom of this demo file's layout and note how they update to display smaller and smaller subsets of matching records as a longer and longer string is entered into a designated text field. There are many variations of this technique that you can use.


          • 2. Re: FileMaker 11 Pro - Finding records in a portal

            Something like this is exactly what I need. Thank-you for the assit. Much appreciated :-)


            Your comment regarding relationship (FM 10 and older) has got me confused though. As far as I know, there is no way to build relational DB solutions other than by having primary and foreign keys in related tables. Am I wrong?

            • 3. Re: FileMaker 11 Pro - Finding records in a portal

              Prior to 11, our only option for controlling what records appeared in a portal was  to manipulate the values in one or more fields defined as part of the  relationship.

              FileMaker 11 is the first version to support portal filter expressions which are much more flexible (a bit like a "where clause" in SQL) for controlling what records appear. The filter expressions in the demo file use left or patterncount to make a match between the records in the portal table and the text in the search text field. Trying to get the same results in FileMaker 10 or older is quite difficult to do.

              • 4. Re: FileMaker 11 Pro - Finding records in a portal

                OK, I see what you mean now. Thanks again