grouping portal records filemaker pro 16

I’m looking for a cleaner approach that’s a bit “lighter”. Maybe your first attempt could involve some global fields for entering data above the portal, which could then trigger a script to create a related record, set the data, and clear the global fields. So how can we get the record creation row to appear at the top of the portal? As is often the case in FileMaker Pro, there is more than one way to do it. We’ll be able to add entries without the nuisance of scrolling and we’ll see the most relevant information first. This concept for inverted FileMaker portals must allow creation of new records on the first row, followed by the existing data rows from newest to oldest. So today’s challenge was to find the most efficient solution to this usability problem, with the added requirement to present the results in descending order by date. This is enough of a nuisance that we often see buttons to improve the user experience through scripting. When we’re ready to add the next related record, we first have to scroll through the list of existing records to access the blank “record creation row” at the bottom. Here is where we start to see the puzzled looks.

But what happens once you’ve exceeded the number of visible rows in the portal? Entering the first batch of related records seems straightforward enough. Unfortunately, they don’t always provide the most intuitive user experience when newcomers are learning how to enter data in a FileMaker solution.Īfter configuring a relationship in the Manage Database window to enable the option to “Allow creation of records in this table via this relationship”, we can easily create related records within a portal by simply typing new values in the last row of a corresponding portal. Inverted Portals With FileMaker Pro By: Doug WestįileMaker portals are great for displaying information in the appropriate context.

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Grouping portal records filemaker pro 16