If you are selecting or entering "Big" in the InventorybyCatalog::Category field to designate the "big" items, use this expression:
InventorybyCatalog::Category = "Big"
Note the use of quotation marks.
To add a bit ... portal filtering will produce records if the calculation test returns true; it is Boolean test. There is no script. Filtering happens on portal setup.
- - - modified (late night)
It kept showing me empty field. I am not sure if I do this correctly. It seems that I can only pull data from related table. I am not sure what does this do but I went on to create new table called "inventory 2" where the data source is from "inventory". Then I made new relationship between them by defining item = item. Then I created a portal and specified filter condition by defining InventorybyCatalog::Category = "Big", and show related record set to inventory 2. Then add Category and item fields to the portal.
Can someone explained what went wrong and what is the function of creating related table? Thanks again.
After playing around for a few hours, it works now but after filtering, the filtered data is shown as an empty line with a list view. Is there a way to truncate the empty line?
Please upload your file somewhere and provide a link to it here in a response and include name of layout you are working on and name of value list, field etc. :^)
I am trying to filter out by "Sample_type" field on "Filter" layout. Two issues after filtering I see right now are 1. It returns same value on "Name" field and 2. It doesn't truncate empty line after being filtered out.
I check some of the starter solution templates and it uses a calculation field. I guess I am still trying to understand how tables relationship works.
You cannot use a table or list layout of Main to display related records (which is what you were trying to do). We need to know the purpose of why you want to filter the information (what is the User wishing to accomplish) and also it will help to know your FM version.
In general, you need to place a portal on Main and display within the portal, fields from SortMain. In this way, if you are on a Main record with Sample Type = "Made", then all other records that are also 'made' will appear in the portal.
If you wish to see the result as a list then, from Main, you will need to use Go To Related Records. Since this is known as a 'self-join', you can stay on same layout if you wish or go to another layout based upon Main table occurrence. From Main, script step would be:
Go To Related Records [ from SortMain ; using 'current layout' or layout based upon Main ] ... specify match 'current record' only.
I have fm11. I made this database to try to see how portal works.
What I am trying to accomplish is to make "Main" layout as data input only while the "Filter" layout is to view sample by "Sample_Type". I was going to use something like drop down menu that user can choose to view what kind of "sample_type" but I wanted to understand how portal filtering work first.
You might want to read this tutorial: Tutorial: What are Table Occurrences?
What LaRetta is suggesting is that you use one table occurrence of your table for the layout and a related occurrence of the same table for your portal. This tutorial explains Table Occurrences and how they control the function of a fileMaker Pro database.
But what you showed is not portal filtering - it is relationship filtering and showing the results in a portal. Since you have vs. 11, you can use portal filtering instead but again, we have no real concept of what you are trying to accomplish.
What are you showing your Users? Do you want them to see a list of 'other inventory items also assigned to same Sample Type? If you want users to see such a list then the relationship (or portal filter) should be based on a GLOBAL text field where users will select the Type via pop-up list attached to value list based upon Sample Type.
So you may want a portal or you may only need a global field. You may want to use a filtered relationship, or you may want to display in a portal ... or you may want to present other 'sample types' in a pop-up menu. I am not sure what a User is doing in Inventory anyway - since they usually work at the Invoice/Lineitem level. Is this for Users to select the Sample Type and THEN get a list of those Products? If so, you need a conditional value list so that, once a User selects the type, Products are filtered down to show only those products with the same type.
My point is that purpose and context are king. Any design will depend upon these two items and no solution will be right unless these are understood during the design phase. All in all, Sanyi, the proper relationship must be established first. Once the structure is correct, only then should one consider the UI requirements.
PhilModJunk - Thanks, now I have better understanding.
LaRetta - Sorry if my post wasn't clear enough. I will quote this part from your 3rd paragraph which what users really want.
Is this for Users to select the Sample Type and THEN get a list of those Products? If so, you need a conditional value list so that, once a User selects the type, Products are filtered down to show only those products with the same type.
The first is two-tiered self-clearing conditional value list example by Comment.
The second is same but three-tiered.
The beauty about the options self clearing is that, if User changes their mind, the values reset.
Hmm been trying to recreate the first example but for some reason it won't get filtered by primary selection (selectsample in my file). Pretty sure I follow everything except the naming.
If someone could take a look, I would really appreciate it.
And by the way, took me sometime to figure out that I need to create a record on second table before the drop down will work. Not sure why it works that way.
Open your value list for Name. Go into the field spec and look on the bottom. It needs to be enabled as "Include only related values" and specify select in the bottom pop-up to use Values 2.
And you need to attach the pop-up menus to those fields. Once you get them working reinvestigate those files again (2- and 3-tiered self-clearing) to see how to keep the display 'in synch' - check their auto-enter (replace) calcs.