7 Replies Latest reply on Aug 4, 2016 8:08 AM by roycash

    Calculating data between fields in different portals

    roycash

      I am new to Filemaker and using it for  a research project.  I made a layout with several portals, a separate portal for each of 3 record types. The portals use the same filter to filter records only the rec. type is different.   I then do some calculations in  another portal  on the records in each  portal.  I use get summary to put the results in a calculation field.

      A screen shot of the layout is attached.

      All that is fine but now I want to be able to do more calculations between the  calculation results  for the individual portals. The calculation results use the same fields but each is local to the portal so I don’t know how to access them. Do I need a script, global variables, something else?   I”m stumped.

      If there is something similar in any of the starter solutions please let me know where to look.   They have been helpful.

      Thanking you all in advance.

        • 1. Re: Calculating data between fields in different portals
          keywords

          Are all the portals related to the same underlying table? If so, you may be able to achieve what you want with a conditional calculation.

          If not, do they relate to one another, or only the the parent table? In this case you will have to route your calculation(s) through the same set of relationships.

          I don't think I can offer any more that that without more detail.

          • 2. Re: Calculating data between fields in different portals
            rrrichie

            you might need some extra relationships e.g.

             

            you now have

            main (tableA)  = relportal (tableB)

             

            add a

             

            main (tableA) = relportal (tableB) = same-record-type-records (tableB)

                           

            base the relationship on the filter criteria (record type) ( i guess you have fields for that already)

             

            otherwise make a screen shot of your relation graph.

            • 3. Re: Calculating data between fields in different portals
              roycash

              oops no attachment in previous msg.

              • 4. Re: Calculating data between fields in different portals
                philmodjunk

                Comparing your two images, I find myself guessing as to which Table Occurrence (box) serves as the basis for your layout and which as the basis for your portals. I'd guess that your layout is based on Subjects 2 and your filtered portals on Results 2 (I'd rename those to use something more descriptive than "2" as this saves future headaches when you forget which are which.)

                 

                Filtered portals can be very useful, but the first option that I'd consider is to replace them with portals to three different occurrences of results linked to Subjects by fields that replicate the logic of your portal filter. This sometimes requires defining "constant" fields in Subjects that always store a value needed to match to a "type" field in the portal table. This is how we did it before we had the option to filter portals and in this case, can have two advantages:

                1. for larger sets of related data, it can be much faster to display
                2. your calculations can now reference specific sets of records in the result TO's by name as each will have a different TO name to reference.
                • 5. Re: Calculating data between fields in different portals
                  roycash

                  Yes  you have the tables right.  I hope you don't mind if ask you to go

                  back to a more elementary explanation.  Are you suggesting I have a

                  field for each record type in the Results table?  I do have separate

                  fields in Subj table for the calculation results of each record type.

                  Each subj record can have all three record types associated to it. I

                  still don't understand how to capture the portal fields into the Subj

                  record and how to make the relationshipsI tried a GetSummary  to

                  capture  summary fields from the result table but it returned nothing.

                   

                  Currently I am working on script triggers for each portal and a script

                  that sets the subj fields from the portals. It works on 1 portal . One

                  does not show a badge  and maybe wrong and I can't find the "view" menu

                  the docs speak of to get to "show triggers" and delete it.  Also it is

                  kludgy as I have to go to each record and activate the portals to get it

                  to work. Maybe there is a way to automate it.

                   

                  Your comments and guidance are most welcome.

                  • 6. Re: Calculating data between fields in different portals
                    philmodjunk

                    I am suggesting 1 field with a different value for each type in the results table. One "constant" field in Subjects for each type to use in different relationships that then only link to a single type.

                    • 7. Re: Calculating data between fields in different portals
                      roycash

                      Got it. So the relationships define the dataset, not conditional

                      calculations. I am new to this but learning slowly.

                      You really are a FM guru.   Many thanks.