4 Replies Latest reply on Nov 16, 2009 10:53 AM by Rayban

    Swapping line entries between portals

    Rayban

      Title

      Swapping line entries between portals

      Post

      I don't know if the following is possible in Filemaker but I'll ask anyway...

       

      Our team has a list of items it needs to buy. Is it possible to have a portal field that shows 'Items to buy' and another called, say, 'Items bought' and to have a checkbox which, when crossed, moves a line item from the on to the other - i.e. lists unbought and bought items which lets the team see what has been done and still needs to be done?

       

      Many thanks

       

      Rayban 

        

        • 1. Re: Swapping line entries between portals
          philmodjunk
            

          This can be done.

           

          Set up two relationships to two Table Occurrences for the same data source table:

           

          To Buy Portal:

          ParentTable:: ParentID = PortalTable:: ParentID AND

          ParentTable::cPurchaseKey ≠ PortalTable:: Purchased

           

          Purchased Portal:

          ParentTable:: ParentID = PortalTable 2:: ParentID AND

          ParentTable::cPurchaseKey = PortalTable 2:: Purchased

           

          Set up cPurchaseKey as a calculation that returns the text: "Purchased".

          Format PortalTable:: Purchased as a check box field with the single value "Purchased".

           

          Clicking this check box in Portal 1 should drop it out of Portal 1 and make it pop up in Portal 2. (If this doesn't happen instantly, you may need to add a screen refresh or commit record.)

          • 2. Re: Swapping line entries between portals
            Rayban
              

            Thanks for the help Phil. I've been trying what you said but I'm struggling.

             

            I've created two new tables one called 'To Buy' the other called 'Purchased' and set up the relationship with the existing master table we use which is called 'Job File'. But all I can do is enter lines into the Purchased portal and when I uncheck them they disappear but don't show up on the other portal. I think I'm a key error by having two separate tables and expecting the data to move from one to the other. Sorry for being so thick.

             

            Rayban 

             

             

             

             

            • 3. Re: Swapping line entries between portals
              philmodjunk
                 They should be in the same table. I see no reason from your posts so far to have separate tables.
              • 4. Re: Swapping line entries between portals
                Rayban
                  

                Hi Phil,

                 

                It's working now. I hadn't tried this before so wasn't quite sure what I was doing hence the dumb questions. Many thanks for your help with this - the prospect of being able to give our team this kind of feature in Filemaker to aid their work is greatly appreciated.

                 

                Rayban