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APPENDIX 2: Portal Misc
Here are some quick portal row comments that came up during a virtual one on one session with a client. Looking down at the notes I took, I thought I’d jot them down quickly and post them. RESTRICTIONS ON CREATING NEW RELATED RECORDS
It is important to remember that to create related records in a portal, the child matching key field needs to be able to accept new data strings and the relationship needs to include the operators of =, ≥ or ≤ . Basically, they need to be equal to match criteria in order to be created reliably.
HIGHLIGHTING THE CURRENT PORTAL ROW
There isn’t a checkbox in the portal setup dialog to allow the current portal row that the user is within to standout visually. This can be accomplished using your FileMaker design skills and there are dozens of examples of different methods on the internet. You can do a google search for “highlight portal row” and you can find these diverse postings. I don’t actively include this feature in my solutions but I know of many developers that do. For the most part, developers are using some form of conditional formatting to achieve this feature and that does require everyone use FileMaker 9 or higher.
PORTAL SORTING WILL OVERRIDE RELATIONSHIP SORTING
The setting for the sort order for a portal will override the sort setting for the relationship itself.
DYNAMICALLY SORTING PORTAL ROWS
This is another technique I rarely include in my solutions and there are dozens of sites out there that have different ways of achieving this feature. I’ll include a few links about the topic below. Also, you can do a google search for “FileMaker portal row sorting” and you can find these diverse postings from the developer community.
Here are some links to other posts that might be of interest in regards to this topic...
Can’t Add Portal Row ( Calculated Child Key )
Can’t Add Portal Row ( Security Setting )Sorting A Portal Row
Improving Portal Sorting With Design
Sorting Portal Via A Calculation Field
EXAMPLE - Portal Sort Via Calculation
EXAMPLE: Get Field Portal Sorting
EXAMPLE: Get Field Function Sorting Portals With Color
EXAMPLE: GetField Sort ASC/DESC Portal With Color
When Portal Sorting Gets Excessive
Portal Sorting (but not really) Using Tabs
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.
© 2009 - Dwayne Wright - dwaynewright.com
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