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Load other table's record to portal tool

Question asked by williamho6307 on Jun 23, 2011
Latest reply on Jun 27, 2011 by philmodjunk

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Hi all FM experts,

I would like to ask a question for portal tool, let's say if I have 2 tables in the FM database , Table A- Purchase Order and Table B -Item Receiving.Table A 's form consist of a portal tool to allow user key in the item that going to purchase, Table B form also consist of one portal tool to key in all the received items. The question is , how to display all the Table A items in Table B's portal tool by selecting the PO ID as shown below. ( note : PO ID is a dropdownlist in table B's form)

thanks in advance..

regards

william

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philmodjunk Jun 23, 2011 11:33 AM
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That's a bit confusing here.

It would seem your portal on the Table A layout would be a portal to Table B. How could you set up a portal to Table B on a layout based on Table B?

If you base your second layout on Table A instead of Table B, then you should be able to add a portal to Table B much like you have for you current Table A layout, but with the fields needed for this different layout. Since both layouts would be based on the same occurrence of Table A, changing layouts from one to the other would show the exact same list of Table B records in the portal.

Another option is to not use a portal on the Table B layout, but use a script that performs a Find or Go To Related Records to pull up the Table B records listed in the portal as a found set of Records for Table B. This would then allow you to use List or Table View to list the records from the portal on your Table B based layout.
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williamho6307 Jun 24, 2011 3:27 AM
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Hi Philmodjunk,

Good to see you again, because you're the helpful guy who helps me alot for this FM. Actually, the layout for table A and B are different (Please refer the print screen as below) . What I wanted to do is just copy some of the fields's record on layout A lineitem(portal tool) to Layout B 's lineitem(portal tool) .

I still new for FM, is it possible we can get the all Table A line items' records and use some scripts to populate the records to the layout B's line item(portal tool)? if yes , how can it be done?

thanks again...

regards

william
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philmodjunk Jun 24, 2011 9:00 AM
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Why do you need separate line item tables? Couldn't you use the same set of records for both? In which case you'd just need to create a record in Table B and set it with the same ID number used in the relationship for Table A's portal. You might not even need a Table A for purchase Orders and a Table B for receiving that purchase order.

I suppose the issue could be that a single PO could generate multiple shipments received records in cases where the vendor cannot fulfill the order in a single shipment. Is that the case here?
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williamho6307 Jun 24, 2011 5:47 PM
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Hi Philmodjunk,

You are right, that's one of the reason I separate the table , besides that , I want to have a clearer database structure.

thanks

regards

william
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philmodjunk Jun 27, 2011 9:50 AM
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I'm still not convinced that copying the records is the best option here, but you can bring up a found set of line item records using either a find or go to related records--either way you bring them up on a layout based on the portal's table. Then you can either use Import Records to import the data in one step into the second table's line item table or you can loop through the set and and create a matching line item record one at a time, passing data from one table to the other in variables.
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mgores Jun 27, 2011 10:19 AM
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A single line item table could still work if you added a date received field to it. That way you could filter a portal to the table based on whether there is a date added or not to show what you wanted. You could sort them so that the ones with blank dates would show up on top, do conditional formats to make the received items different colors from the pending, etc
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philmodjunk Jun 27, 2011 11:11 AM
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To Add to Mark's post (It's how I would do it here), you can add a field to identify which shipment the PO's item was received in. This can be the serial ID of your Table B record which would then display only the received items for that shipment as selected from the original list on your PO.
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Load other table's record to portal tool

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