1 2 Previous Next 19 Replies Latest reply on Mar 31, 2016 3:16 PM by rgordon

    Portal question

    mjbenun

      I have a list view layout that shows Order records.  To the right of the orders I put a portal to display related line items.  I would like the portal to  display the records related to the active record only.  Right now its displaying the related records for the entire found set.  I would appreciate suggestions for how to limit the portal to only the currently selected record..

       

      Thank you!

        • 1. Re: Portal question
          dtcgnet

          Post a copy of your layout (in layout mode), and the related portion of your relationship graph. Those items will be very helpful here.

          • 2. Re: Portal question
            mjbenun

            not sure how to paste the file..

            I have a body part with several fields in a list format. To the right of that is a portal showing all the related records.   If I'm viewing 20 records, its showing 20 related records.  What I'm trying to accomplish is show just the related records for the actively selected record..  Could be a filtered portal I'm looking for but not sure how to set up the filter.

            Thanks

             

                  From: dtcgnet <noreply@filemaker.com>

            To: Morris Benun <mjbenun@yahoo.com>

            Sent: Thursday, March 31, 2016 11:16 AM

            Subject: Re:  - Portal question

                

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            Portal question

            reply from dtcgnet in Discussions - View the full discussionPost a copy of your layout (in layout mode), and the related portion of your relationship graph. Those items will be very helpful here.

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            • 3. Re: Portal question
              dtcgnet

              To add a screen shot, make sure you're viewing the discussion on the forum instead of email. When you hit reply, you'll see a picture of a camera. Clicking that will allow you to upload an IMAGE file, such as a screen shot. If you want to upload a copy of your database, click the "Use advanced editor" button in the upper right of the reply box. Most people prefer to compress the files they upload, but if yours isn't too large, that's fine.

               

              In this case, no, you do NOT want a filtered portal. Why? because your portal relationship isn't really filtering anything yet. Filtering portals is best done to filter out a few here or there that filtering through the relationship hasn't accomplished.

               

              When we see a shot of your relationship graph, we'll be able to tell you why all records are showing, and we'll be able to help you get it working just like you want.

              • 4. Re: Portal question
                erolst

                mjbenun wrote:

                Right now its displaying the related records for the entire found set.

                You mean the portal on every record shows the same related set? That is very unlikely, because you would have to made it act like this very actively.

                 

                Maybe what you really mean is: “at the moment, every portal shows its own related records”? And what you want is that portal to appear on the currently active record only?

                 

                PS: To share a file, close it, then zip it; in the post editor, go to “Advanced options” and use the “Attach” link.

                • 5. Re: Portal question
                  mjbenun

                  see attached pic of layout.

                   

                  The left half are Order records.  The right half (in gray) is related Line Item records.  In this layout, every order record is showing the first related record from the portal (with a scroll button to see more).

                   

                  On the right side of the screen I only want to see the related records for the actively selected record on the left- in this case the very 1st record..

                   

                  I have a basic one to many relationship between Orders > Line items.

                   

                  Thanks,

                  • 6. Re: Portal question
                    dtcgnet

                    Show us the layout in layout mode (it'll show us the names of the Table Occurrences involved). Also, the relationship graph. Manage>Database> click on Relationships and send us a screenshot.

                     

                    Most likely, you've got a problem in the relationship.

                    • 7. Re: Portal question
                      mjbenun

                      Please see attached.

                       

                      The relationship in question is between the 2 tables highlighted in PINK.

                       

                      Please zoom in on the layout PDF so you can see the details.

                       

                      Thanks

                      • 8. Re: Portal question
                        dtcgnet

                        I think we're getting close. Your relationship sure looks like it should be giving you what you're after.

                         

                        The Layout shot, though, looks like it's showing Sample data. Hate to bug you, but go back to Layout mode. In the View menu, pull down to "Show", then make sure "Sample data" is unclicked. That'll show us the name of the fields. It should also show us the name of the table occurrence that is used in your portal.

                         

                        If the layout is based on PO, showing PO records, and the portal is based on LineItems and the fields IN the portal are based on LineItems, then you should get what you're after.

                        • 9. Re: Portal question
                          mjbenun

                          see attached and Thank you!

                          • 10. Re: Portal question
                            JesseH

                            I don't want to step on anybody's toes, but there is a thread going on with a sample file of what you are trying to achieve. The developer used a popover to fill the right side of the screen and inside the popover was the portal which showed the related data for the active record. I was just looking for the thread and couldn't locate it.... Sorry!

                             

                            What it looks like is your portal is sized to only show 1 record at a time, so next to each list view record the portal is showing the first related record for "each" list view record as per your sorting within the portal.

                            • 11. Re: Portal question
                              dtcgnet

                              It looks like, in your portal, you re displaying a field called GRC from the Orders table. Unless you need that, I'd get rid of it.

                               

                              Secondly, while you're developing, make the body of the layout taller. Then make the portal display maybe 5 or more records at once. Double click on the portal, change number of rows from 1 to 5 (or whatever). Go back to browse and you'll have a chance to see which records are different.

                               

                              What you're after can be done as you're trying, or with the method that Jesse mentioned.

                              • 12. Re: Portal question
                                mjbenun

                                Thanks for your input.  I did consider a popover but was trying to do this through a regular portal setup.

                                 

                                I put the portal in the footer section, and that actually gave me what I wanted- the related portal info for the selected record only.

                                 

                                I wanted to achieve the same thing but put the portal on the right side of the body part- but that doesn't seem to work.

                                 

                                Will go the popover route.

                                 

                                Thanks

                                • 13. Re: Portal question
                                  rgordon

                                  A portal can only be as big as the part containing the portal. In list view the body part is very small. Using a popover is the way to go. Another option is to use two portals In form view. 

                                  • 14. Re: Portal question
                                    mjbenun

                                    I do understand that.  The body part is deliberately a small height to provide me with a list view of my records.  The adjacent portal shows only 1 related record because there is frequently only 1 related record.  I have a scroll bar to show me additional related records as needed.

                                     

                                    My issue was, if I'm displaying 10 records I didn't want to see 10 portals.  I only wanted to see a single portal that is related to the currently active record.

                                     

                                    One way I found to accomplish this, is to enclose the portal into a footer part.  When I click on a record, the portal for that record only shows up in the portal.  I will also try the popover approach as mentioned here.

                                     

                                    Thank you!

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