Join Cris Ippolite for an in-depth discussion in this video Using global fields to filter portals, part of FileMaker Pro: Relational Database Design (2011).
- In FileMaker, a portal can be thought of…as a layout object that simply provides perspectives…into other related tables.…For example, the ones that we've got here…are based in a layout that's based on the Customer table…but we're actually looking at data…that is stored inside the Orders table.…The portal shows rows of related data from another table,…like the Orders table in this case,…and as information in that distant table is added or changed…the portal will display these changes,…so all the data that you're seeing is live and dynamic.…However, this is not the only way…that displayed information in a portal might change.…
There's a technique that's called using a portal filter…to change the portal's perspective or match criteria…and thereby, presenting the user…with a different set of records…based on information changing in the current table.…That is a very powerful tool…when you're developing FileMaker databases.…This is the concept of creating a portal filter field…that allows the user to change the related data…
The course applies to versions of FileMaker Pro from 7 through the most current version.
- Reviewing relationships types
- Diagramming relationships
- Resolving many-to-many relationships
- Determining which tables need key fields
- Defining tables in FileMaker Pro
- Using the Relationship Graph
- Using multiple match fields in one relationship
- Using global fields to filter portals
- Creating self relationships
- Creating aggregate functions using relationships
Skill Level Intermediate
Q: The exercise files for this course do not work on a Mac. It downloads executable files. Can you provide a workaround?
A: The files provided for this course were made pre-FileMaker Pro 12. The system does not recognize the .fp7 files immediately as something that can be opened with FileMaker Pro 12 and instead shows them as Unix Executable Files.
The solution is quite simple. Just double-click the file, at which point the Mac will prompt you to choose an application to open the
file with. Select FileMaker Pro 12 and it will then convert the file from a .fp7 file into the new FileMaker Pro 12 file format, which is .fmp12.
Q: This course was updated on 5/12/2015. What changed?
A: We moved a video from the "Using Relationships" chapter of FileMaker Pro 13 Essential Training into this course, where it will remain evergreen.