5 Replies Latest reply on Dec 26, 2015 3:03 AM by wkeja

    Search data from Portal columns


      Hi, do you think that we have possibility to search data from the multiple fields from the portal.


      for example, there is portal with the list of expenses with the different dates. the fields are "date", "Expense description" and "note"


      when I type something on search box, it should check all this 3 fields.


      I'm thinking where Filter option from portal can help ? Can you share your experience

        • 1. Re: Search data from Portal columns

          When you say 'search box' is this the quick find box in the toolbar or a search box you created. If the fields are set up to allow Quick Find, then searching in the toolbar's quick find box will find the data.

          Keep in mind if you are on a record, say John Smith, go into a portal on the record and search for a date, the find will show all the parent records that have any portal records with the same date.

          So if wish to avoid that, you will need a more complex search script.  In this case you would want to have your own search box.  Then you can either trigger the script with OnObjectModify script trigger, or put a button next to the box to perform the script.

          You could also filter the portal, or use another portal with the filtered relationship, but I think if you have a lot of portal records this may be slower.

          • 2. Re: Search data from Portal columns

            Actually, if you click into that portal of expenses, and type values such as 12/17, coffee, delicious into date, description and note (respectively), you'll only find records where a related record has 12/17, coffee AND delicious. (You won't for instance, find records where one expense was on 12/17, another was for coffee, and another has the note "delicious".)


            Not sure if this is what you're asking, but it sounds as though you might be, and I, for one, found this surprising and useful when I figured it out.


            Chris Cain


            • 3. Re: Search data from Portal columns

              Double click on your portal and choose to filter.


              Let's say:

              your search box field = xSearch (global)

              In the table of your portal, create a calculation field: Calc = Description & " " & Notes


              In your Filter:

              Case ( not IsEmpty ( xSearch ) ; PatternCount ( Calc ; xSearch ) > 0 ; "" )

              • 4. Re: Search data from Portal columns

                Can you please take a look with attache image.

                Its custom search box for portal, which I'm going to search any of the column (note1, note2, note3). for example sometime I search "PHP", sometime "Recreation" and sometime "Bettroot"


                I think we could achieve this via Portal Setup > Filter Portal Records, but I'm struggle to step up


                • 5. Re: Search data from Portal columns

                  Brilliantly solved here:

                  Dynamic Portal Search with FileMaker 14