Don't use a portal, use a list/report style layout. Now you can use a find request to find your records and sub-summary parts with a record sort to group your orders by status.
Go into layout mode and Select New Layout
In the layout setup wizard that pops up, choose List/Report as your layout type.
Choose Report with grouped data
Select the fields you want for your report (you can re-arrange and re-size these as needed later.)
Choose Order Status as your report category.
Set up how you want these records sorted, just make sure that Order Status is part of the sort order.
Select your theme
Select any additional stuff you want at the top(header) or bottom (footer) of each report page.
Choose "do not create a script"
Choose to view the report in layout mode so that you can adjust field position, size and add any layout text you want.
Enter browse mode to see the result
You can now use find to select specific records--just make sure that you sort the records by order status in order for the sub-summary part to be visible. (In pre FMP 10 versions, this part is only visible in preview mode or when printed).
Is a portal not able to display data that is once removed, so to speak?
If your relationships are set as:
Viewer -< Orders >- Stock
and you have a portal on a layout of Viewer showing records from Orders, you should have no problems placing fields from Stock in the portal and have them display the relevant data for each portal row.
Thanks for your replies. Man, this is an insanely busy forum.
To the first reply, the layout suggestion is great, and I tried to follow your instructions. However, I ended up with a lovely layout that displayed the data from my table in a very similar way to the portal I made earlier, except without the Order Status field anywhere to be found. I definitely selected the Order Status field as one of the fields to be used, and also selected it as the report category, but the layout doesn't show order status and doesn't sort the entries in any way.
Furthermore, the layout has the same problem as the earlier portal - it displays the data from the Orders table, but not the data pulled into the Orders table from the related Stock table (except for one solitary bit of text in one field - that one shows up fine, even though it should be identical to all the other fields that don't display).
To the second reply, I don't understand what you mean by "Viewer -< Orders >- Stock". I am not a database expert or IT professional, so you may have to explain things to me as you would to a 6 year old. :) The relationships between all my tables are set to "=", as I figure that I only want data to show that match my criteria exactly...
Can I attach screenshots here, if that might help?
I also have a follow-up question - I've been asked to track numbers and prices as well as just order status, so I made a "Number" field (of type "number") and a "Total Price" field (of the type "calculation") in my Orders table. I tried to set up the calculation field to simply be (total price = item price * number), but although it looked simple enough to do, when I try to perform the calculation by entering a number in the number field, the total price is always 0. My guess is that this is because the calculation is hampered by the same problem as above, that the "item price" field data is pulled from the Stock table rather than being native to the Orders table and thus the calculation can't see it.
OK, I sorted out the calculation problem by telling the calculation formula to use the data directly from the Stock table rather than from the related field in the Orders table.
"...without the Order Status field anywhere to be found. I definitely selected the Order Status field as one of the fields to be used, and also selected it as the report category, but the layout doesn't show order status and doesn't sort the entries in any way."
You must first sort your records by order status. Pull down the records menu, select sort and specify the Order Status field.
"Furthermore, the layout has the same problem as the earlier portal - it displays the data from the Orders table, but not the data pulled into the Orders table from the related Stock table (except for one solitary bit of text in one field - that one shows up fine, even though it should be identical to all the other fields that don't display)."
You can add any field from a related table that you want and put it anywhere on the layout that works for you. Simply enter layout mode and use the field tool to drag and drop additional fields on your layout. The sub summary part that will appear once you sort your records is a likely place to add these.
I don't understand what you mean by "Viewer -< Orders >- Stock"
It's an approximation of what you should see in the relationship graph. It means that one viewer record is related to many orders, and one stock is related to many orders - AND that these relationships are daisy-chained within the same group, so that Viewer is indirectly related to Stock.
Thanks again. The layout seems to work after sorting.
Regarding the portal thing though, since I can't work out what is wrong, here are some screenshots of my Stock table, my Viewer with portal and the relationships between my tables. Maybe you can see what is wrong and why the fields in the portal are blank that shouldn't be.
Why don't you post a file - it will be much easier to spot the issue.
Good call. How do I attach a file to my message?
You can't - do the same thing as you did with the images.
I just used the "insert image" option and photobucket, I don't think that will work for a database file sadly. :(
If you give me an email address I can just email it. I take it you are filemaker staff?
I meant upload the file somewhere, and post a link to it here.
I'm just another user here - same as you.
Cool, thanks for being so helpful and not even getting paid for it! :)
I'm not sure where I could find to host the file, but I'll see what I can do.
Google: "free file hosting"