7 Replies Latest reply on Nov 4, 2016 2:14 PM by SteveMartino

    Portal - Data Entry at "First row"

    jameshoty

      Greetings!

       

      Is it possible to "reserve" the first row for adding new records instead of the last row within the portal setup environment. This is so that the users do not have to scroll down to the end to add new child records. This makes data entry quicker

       

      Thanks & Cheers

       

      James

      FileMaker Developer since Oct 2012

        • 1. Re: Portal - Data Entry at "First row"
          Bill_Harper

          That's a great question, James, and I look forward to reading the subsequent replies as I, too, would like to know the answer.

           

          In the meantime, maybe this related idea might also generate some added discussion.

           

          The SalesLogix CRM that I've been using for 10+ years (which I'm now using as the "prototype" for an FMPro replacement database) employs a pop up menu window when you right-click inside of the "sub-form" portal area. One of the options in the menu list is to "Add a New Record." If selected, the "script" will open a new blank "data-entry" window with all the fields contained in the "child" table. Upon completion of your data entry, you click "Ok," then click a "Refresh" button and then the new record is listed on the first row... or a different row if the "sort order" is not based on date.

           

          Personally, I like this so that the first row isn't blank. Also, as I think about your question (but don't know this for sure), I'm wondering if there might be extra coding steps required in order to keep that first row open compared to using a script to call or open a new portal record.... But haven't gotten that far into the development testing yet.

           

          So, thanks for posting your question and hope to hear back from many of the "gurus" on what they think would be a "best practice" for this U.I. (user interface) feature.

           

          Bill

          • 2. Re: Portal - Data Entry at "First row"
            PSI

            James,

             

            You got a good suggestion from Bill. Another way is to create a separate relationship for creating the new record. I call it create related records without leaving home. Yea long title.

             

            The relationship is based on a global field in the parent side connected to the primary key in the child table.

             

            For example: company (parent) -->phone/email (child)

             

            The script is simple.

            Clear the global

            Set the company ID into phone/email

            Commit record

            Goto field - a field in the portal in this case it could be type

            Goto portal row last

            Goto field - same as above

             

            After the commit you can set any number of fields. This relationship also doubles as a way to specifically address a specific portal row.

             

            John Morina

            john@pueblo-systems.com

            Sent from my windows 8 phone

            • 3. Re: Portal - Data Entry at "First row"
              gdurniak

              No, but it would be an interesting Feature Request

               

               

              in the portal relation, you can uncheck "Allow Creation of Records"

               

              then create a script, and button,  to "add record" in the related table

               

              then sort the portal, so the new record appears on top,  by timestamp or serial number

               

              greg

               

               

              > Is it possible to "reserve" the first row for adding new records instead of the last row within the portal setup environment.

              • 4. Re: Portal - Data Entry at "First row"
                raybaudi

                "Is it possible to "reserve" the first row for adding new records ?"

                 

                Yes, with a trick and the new filtered portal.

                 

                IOW: you'll have two portal, one with multiple rows,a scrolling bar and not allowing creation of new records by relationship. The second ( the filtered one ) with only one row and allowing creation of new records by relationship: its calc for the filter will be: ID<>ID.

                 

                Result: entering data into the one row portal will create a new related record. On commit, it will vanish from that portal, leaving the portal empty for another new related record.

                 

                ( I'm sorry for my English)

                • 5. Re: Portal - Data Entry at "First row"
                  jameshoty

                  Hi Daniele

                   

                  That is a brillant word-around by creating 2 TOs with different rules! And I understand your English perfectly though I don't quite know the acronym for IOW

                   

                  And thank you all for your ideas and contributions.

                  • 6. Re: Portal - Data Entry at "First row"
                    Avs1

                    Daniele, using your great technique. Can more than one field be filled in using a script?

                    • 7. Re: Portal - Data Entry at "First row"
                      SteveMartino

                      You can put as many fields in that portal as you like (will fit), like a regular portal.