12 Replies Latest reply on Aug 16, 2011 10:53 AM by rjlevesque

    Portals - Newbie Help

    arthursc

      Title

      Portals - Newbie Help

      Post

      Hello.

      I have a table listing deer diseases.

      This table has the following fields;

      disease_name

      Identification

      Action

      I want to add this table to a tab called Reference that also has a deer species  tab.

      I want this second tab to be called diseases and insert a portal into this tab and reference it to the disease table.

      When I do this following the user manual guide I get nothing displayed.

      The Portal needs to display the disease type as a drop down list and when the user selects that disease it displays the identification data and the action data.

      I would really appreciate someones help on this. I imagine it's a fairly simple thing to do but for me I get nothing.

      Regards
      Colin

        • 1. Re: Portals - Newbie Help
          philmodjunk

          Every portal requires a relationship. What relationship have you set up?

          In Manage | Database | Relationships, you can find a "box" matching the "show records from drop down" in layout setup for your reference layout and another "box" matching "show records from" in portal setup. We need to know exactly how those two boxes are connected in a relationship.

          • 2. Re: Portals - Newbie Help
            arthursc

             Hi Phil,

            Sometime ago you looked at working with my DB. If I send you the files again and you have a look at the SWDM_SPECIES Layoout and then select the Disease Details tab it's within here that I would like this to show a drop down list.

            In relationships you created a relationship which you have higlighted in green. These are the tables I refer to.

             

            In the office at the moment and about to leave. Will send you the files again for your perusal. gone to your .live address

            regards

            Colin.

            • 3. Re: Portals - Newbie Help
              philmodjunk

              OK, but this could have been as simple as posting some text here like this:

              LayoutTableOccurrenceName::Fieldname = PortalTableOccurrenceName::FieldName

              Or possibly several such if there isn't a direct link between the two. Then others can follow and learn from this discussion.

              • 4. Re: Portals - Newbie Help
                philmodjunk

                I think you missed a few steps. Wink

                You have this relationship:

                SWDM_Deseases Setup::one = SWDM_Species::cOne

                In the deseases table, only one record has a value in the field named "one". So only one record, (the last one in the table) could possibly appear in your portal. All the "one" field would need the value 1 before a portal to this table occurrence would list them.

                You also have another problem: That last disease record has an ID number of 1, the same as the first record. Since the value in this field must be unique, it's value needs to be changed or you'll have problems anywhere you rely on this field storing a unique value.

                • 5. Re: Portals - Newbie Help
                  arthursc

                  Hi Phil,

                  Thanks for the reply. I have changed the ID to 24 which is the next increment and that should now be sorted.

                  I am a little lost in translation to the first section of your reply;

                  "In the deseases table, only one record has a value in the field named "one". So only one record, (the last one in the table) could possibly appear in your portal. All the "one" field would need the value 1 before a portal to this table occurrence would list them."

                  I would like to break this up alittle so I can understand more what you are saying. I apologise for sounding dumb, but I can't get my head around what your saying and need a more laymans type of reply.

                  "In the deseases table, only one record has a value in the field named "one".

                  I am not sure what you mean by this. In the field named one there is an entry as Nassle Bot Fly. As the table is already populated with the data I require I am not sure why you added this field.

                  "All the "one" field would need the value 1 before a portal to this table occurrence would list them."

                  Again, I am not sure what you mean by this.

                  Are you saying that SWDM_Deseases Setup::one Relationship needs to be a clone of SWDM_Deseases and then that is used as the portal "hook"?

                  Regards

                  Colin


                  • 6. Re: Portals - Newbie Help
                    arthursc

                    Hi Phil,

                    Update::

                    I have managed to resolve this.

                    In releation ships I changed th = to X and that now lists ALL the records entries from the table.

                    I also do not want users to update these tables annd have them static.

                    I assume this is the correct way for this to be shown as I want.

                    Regards

                    Colin 

                    • 7. Re: Portals - Newbie Help
                      philmodjunk

                      As long as you do not need to add new records via the portal, the X operator would seem just what you need. You can use Behavior on the Inspector's Data tab to control whether users (all users) have access to the fields in the portal to prevent them from editing data in one of the fields. If you want to allow selective access to these fields, you can control access to the portal's table in manage | Security so that you, as a "full access" user can edit in the portal, but your everyday users would be prevented from doing so.

                      • 8. Re: Portals - Newbie Help
                        arthursc

                        Hi Phil.

                        Thanks again. Happy with restricting all users.

                        Before I close this off I just have one small problem on the way the data is displayed.

                        In the three fields used, the text from Identification and Action fields overlap onto each other as they contain 7 to 8 lines of information each. How do I stop this?

                        I want it to look like this;

                        disease_name             Identification                                   Action

                        Anthrax                     Black Tar like look                           Notifiable desease

                                                       From mouth, anus, Nose etc              Report to DEFRA

                                                                                                         Bury/burn carcase

                                                                                                         Seek medical advise

                         

                        I have tried to use the scroll bar for each field, but that makes the appearance tatty.

                        Regards

                        Colin

                        • 9. Re: Portals - Newbie Help
                          philmodjunk

                          "overlap into each other"? Having trouble picturing that.

                          If you have multiple lines of text, you have three options:

                          1. Size all the fields  and the portal row to be 7 to eight lines of text tall. (this is the simplest approach, but can leave a lot of blank space between portal rows.)
                          2. Use the scroll bar that you don't want (You may try a compromise with a row height matching the average number of lines so that you only need the scroll bar for a few records.)
                          3. Break up your data into multiple records so that each record stores only one line of text. (This takes a bit more work to set up and complicates the structure of your database. Don't use this method without a lot of forthought about how you need to use this table. I think this will work OK if: a) It's only a simple read-only reference table and b) you relate records to this table by an ID number (can't be a primary key now) instead of the disease name field (which would be blank for all but the first record in the group for one name.)
                          • 10. Re: Portals - Newbie Help
                            arthursc

                            Hi Phil,

                            Ok, Will try options 1 & 2..Then comeback to you for option 3 if thats ok.

                            Many thanks

                            Colin.

                            • 11. Re: Portals - Newbie Help
                              rjlevesque

                              Or 4. Create a global popup window which allows full details to be read, have only limited text in the portal and a button to read full details if needed. Kind of like having the teaser text in a blog, you click READ MORE and then you are taken to the full post.

                              So if you click a details button it opens the popup window, populates it with the selected portal row record.

                              • 12. Re: Portals - Newbie Help
                                rjlevesque

                                Ok, here is a very basic sample of the idea I am thinking of...

                                http://db.tt/KVc3KXe