Don't show button in portal row until data is entered

11 messages

Don't show button in portal row until data is entered

Reply Threaded

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering data on the next portal row) they can also delete records from the related table by clicking a button I have presented on the portal row. All very simple and works fine.

The problem I have is that when a user enters data on the portal row, the next row becomes "available" for data entry. As this happens it shows the button on the portal row, so the user actually sees a delete button against a portal row that as yet has no data in it so no related record.

Is there a way I can present the button in the row only when data exists in that portal row?

Thanks
Ed

Sent from my BlackBerry® wireless device
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Winfried Huslik

Re: Don't show button in portal row until data is entered

Reply Threaded

Edwin,

Yes there is. Use two relations,
- one that allows record creation, and shows a single line (with or
without a portal) for data entry and
- one that does not allow record creation that shows all related
records in a portal.

As soon as you commit the entry, that entry moves from the entry line
to the portal (preferably below the entry line - but this depends on
your requirements) and the entry line is again blank for a new entry.

Winfried
www.fmdiff.com

On 2009-07-02, at 10:59, [hidden email] wrote:

> Hi all
>
> I have a portal showing related records from another table.
> The user is able to add new records via the portal (by just
> entering data on the next portal row) they can also delete records
> from the related table by clicking a button I have presented on the
> portal row. All very simple and works fine.
>
> The problem I have is that when a user enters data on the portal
> row, the next row becomes "available" for data entry. As this
> happens it shows the button on the portal row, so the user actually
> sees a delete button against a portal row that as yet has no data
> in it so no related record.
>
> Is there a way I can present the button in the row only when data
> exists in that portal row?
>
> Thanks
> Ed
>
> Sent from my BlackBerry® wireless device

Ed Bullock

Re: Don't show button in portal row until data is entered

Reply Threaded

In reply to this post by Ed Bullock

Thanks for the reply and of course makes sense.

I have implemented this but the 1 line portal which allows data entry shows the first related record.

Can I have a portal which allows data entry but does not show related records?

Many thanks for your help
Ed

------Original Message------
From: Winfried Huslik
Sender: FileMaker Talk
To: FileMaker Talk
ReplyTo: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered
Sent: 2 Jul 2009 10:11 AM

Edwin,

Yes there is. Use two relations,
- one that allows record creation, and shows a single line (with or
without a portal) for data entry and
- one that does not allow record creation that shows all related
records in a portal.

As soon as you commit the entry, that entry moves from the entry line
to the portal (preferably below the entry line - but this depends on
your requirements) and the entry line is again blank for a new entry.

Winfried
www.fmdiff.com

On 2009-07-02, at 10:59, [hidden email] wrote:

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Serge Schongut

Re: Don't show button in portal row until data is entered

Reply Threaded

In reply to this post by Ed Bullock

Hi,
You could setup the relation on which the one-line portal is based to be
sorted
last to first: it will the show the last (empty) row
Hth,
Serge Schongut
Elico Belgium
***Even dwarfs were born small***
----- Original Message -----
From: <[hidden email]>
To: "FileMaker Talk" <[hidden email]>
Sent: Thursday, July 02, 2009 11:40 AM
Subject: Re: Don't show button in portal row until data is entered

> Thanks for the reply and of course makes sense.
>
> I have implemented this but the 1 line portal which allows data entry
> shows the first related record.
>
> Can I have a portal which allows data entry but does not show related
> records?
>
> Many thanks for your help
> Ed
>
> ------Original Message------
> From: Winfried Huslik
> Sender: FileMaker Talk
> To: FileMaker Talk
> ReplyTo: FileMaker Talk
> Subject: Re: Don't show button in portal row until data is entered
> Sent: 2 Jul 2009 10:11 AM
>
> Edwin,
>
> Yes there is. Use two relations,
> - one that allows record creation, and shows a single line (with or
> without a portal) for data entry and
> - one that does not allow record creation that shows all related
> records in a portal.
>
> As soon as you commit the entry, that entry moves from the entry line
> to the portal (preferably below the entry line - but this depends on
> your requirements) and the entry line is again blank for a new entry.
>
>
> Winfried
> www.fmdiff.com
>
>
>
> On 2009-07-02, at 10:59, [hidden email] wrote:
>
>> Hi all
>>
>> I have a portal showing related records from another table.
>> The user is able to add new records via the portal (by just
>> entering data on the next portal row) they can also delete records
>> from the related table by clicking a button I have presented on the
>> portal row. All very simple and works fine.
>>
>> The problem I have is that when a user enters data on the portal
>> row, the next row becomes "available" for data entry. As this
>> happens it shows the button on the portal row, so the user actually
>> sees a delete button against a portal row that as yet has no data
>> in it so no related record.
>>
>> Is there a way I can present the button in the row only when data
>> exists in that portal row?
>>
>> Thanks
>> Ed
>>
>> Sent from my BlackBerry® wireless device
>
> --
> This list is a free service of LassoSoft: http://www.LassoSoft.com/
> Search the list archives: http://www.ListSearch.com/FileMaker/Browse/
> Manage your subscription: http://www.ListSearch.com/FileMaker/
>
>
>
>
> Sent from my BlackBerry® wireless device
> --
> This list is a free service of LassoSoft: http://www.LassoSoft.com/
> Search the list archives: http://www.ListSearch.com/FileMaker/Browse/
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>
>
>

VanBuskirk, Patricia

Re: Don't show button in portal row until data is entered

Reply Threaded

In reply to this post by Ed Bullock

I use a calculated container field that looks to see if the primary key
is present on the portal line .. if not, it inserts an add button ... if
it is (and the record has not been locked), it inserts a delete button.
Then I've attached a script to the button to either add or delete
depending on the results of an "if" statement.

If you don't want to use the add button, you could have it enter ""
(null).

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 4:59 AM
To: FileMaker Talk
Subject: Don't show button in portal row until data is entered

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering
data on the next portal row) they can also delete records from the
related table by clicking a button I have presented on the portal row.
All very simple and works fine.

The problem I have is that when a user enters data on the portal row,
the next row becomes "available" for data entry. As this happens it
shows the button on the portal row, so the user actually sees a delete
button against a portal row that as yet has no data in it so no related
record.

Is there a way I can present the button in the row only when data exists
in that portal row?

Thanks
Ed

Sent from my BlackBerry(r) wireless device
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VanBuskirk, Patricia

Re: Don't show button in portal row until data is entered

Reply Threaded

Correction ... I used to have it like that ... now, I do not allow
creation or deletion through the relationship. I use an add button
outside of the portal to add (using a script), and the line buttons will
show a delete button if the record is not locked, or a view button if it
is. Because of the relationship settings, nothing shows on blank lines.

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
VanBuskirk, Patricia
Sent: Thursday, July 02, 2009 8:47 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

I use a calculated container field that looks to see if the primary key
is present on the portal line .. if not, it inserts an add button ... if
it is (and the record has not been locked), it inserts a delete button.
Then I've attached a script to the button to either add or delete
depending on the results of an "if" statement.

If you don't want to use the add button, you could have it enter ""
(null).

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 4:59 AM
To: FileMaker Talk
Subject: Don't show button in portal row until data is entered

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering
data on the next portal row) they can also delete records from the
related table by clicking a button I have presented on the portal row.
All very simple and works fine.

The problem I have is that when a user enters data on the portal row,
the next row becomes "available" for data entry. As this happens it
shows the button on the portal row, so the user actually sees a delete
button against a portal row that as yet has no data in it so no related
record.

Is there a way I can present the button in the row only when data exists
in that portal row?

Thanks
Ed

Sent from my BlackBerry(r) wireless device
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Ed Bullock

Re: Don't show button in portal row until data is entered

Reply Threaded

So you script the addition of a new related record, then send them to the portal? How do you go about that if you don't mind me asking?

Thanks

Sent from my BlackBerry® wireless device

-----Original Message-----
From: "VanBuskirk, Patricia" <[hidden email]>

Date: Thu, 2 Jul 2009 08:56:08
To: FileMaker Talk<[hidden email]>
Subject: Re: Don't show button in portal row until data is entered

Correction ... I used to have it like that ... now, I do not allow
creation or deletion through the relationship. I use an add button
outside of the portal to add (using a script), and the line buttons will
show a delete button if the record is not locked, or a view button if it
is. Because of the relationship settings, nothing shows on blank lines.

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
VanBuskirk, Patricia
Sent: Thursday, July 02, 2009 8:47 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

I use a calculated container field that looks to see if the primary key
is present on the portal line .. if not, it inserts an add button ... if
it is (and the record has not been locked), it inserts a delete button.
Then I've attached a script to the button to either add or delete
depending on the results of an "if" statement.

If you don't want to use the add button, you could have it enter ""
(null).

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 4:59 AM
To: FileMaker Talk
Subject: Don't show button in portal row until data is entered

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering
data on the next portal row) they can also delete records from the
related table by clicking a button I have presented on the portal row.
All very simple and works fine.

The problem I have is that when a user enters data on the portal row,
the next row becomes "available" for data entry. As this happens it
shows the button on the portal row, so the user actually sees a delete
button against a portal row that as yet has no data in it so no related
record.

Is there a way I can present the button in the row only when data exists
in that portal row?

Thanks
Ed

Sent from my BlackBerry(r) wireless device
--
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Winfried Huslik

Re: Don't show button in portal row until data is entered

Reply Threaded

In reply to this post by Ed Bullock

Ed,

Sorry, forgot to mention you need to do a little more to the 1 line
portal relation to only show "uncommitted" records (i. e. just the
record to enter).

There are certainly more ways to do this, but basically it's an
additional match field that is only valid as long as the record is
not yet committed.

In the child table:
create a number field "serialOnCommit" and set it to
auto-enter a serial number on commit.
Create a number field "notCommitted",
auto-enter, replace existing value = not ( serialOnCommit )

In the parent table:
Create a global calculation
g_1 = 1.

Duplicate the child TO and rename it to childEntry.

For the entry line create a relation from parent to childEntry that
matches
parentID = parentID and
g_1 = notCommitted.

Note: Sorting does not put the empty line on top (unfortunately).
Your entry line does not necessarily need a portal, but you may use one.

Winfried
www.fmdiff.com

On 2009-07-02, at 11:40, [hidden email] wrote:

> Thanks for the reply and of course makes sense.
>
> I have implemented this but the 1 line portal which allows data
> entry shows the first related record.
>
> Can I have a portal which allows data entry but does not show
> related records?
>
> Many thanks for your help
> Ed
>
> ------Original Message------
> From: Winfried Huslik
> Sender: FileMaker Talk
> To: FileMaker Talk
> ReplyTo: FileMaker Talk
> Subject: Re: Don't show button in portal row until data is entered
> Sent: 2 Jul 2009 10:11 AM
>
> Edwin,
>
> Yes there is. Use two relations,
> - one that allows record creation, and shows a single line (with or
> without a portal) for data entry and
> - one that does not allow record creation that shows all related
> records in a portal.
>
> As soon as you commit the entry, that entry moves from the entry line
> to the portal (preferably below the entry line - but this depends on
> your requirements) and the entry line is again blank for a new entry.
>
>
> Winfried
> www.fmdiff.com
>
>
>
> On 2009-07-02, at 10:59, [hidden email] wrote:
>
>> Hi all
>>
>> I have a portal showing related records from another table.
>> The user is able to add new records via the portal (by just
>> entering data on the next portal row) they can also delete records
>> from the related table by clicking a button I have presented on the
>> portal row. All very simple and works fine.
>>
>> The problem I have is that when a user enters data on the portal
>> row, the next row becomes "available" for data entry. As this
>> happens it shows the button on the portal row, so the user actually
>> sees a delete button against a portal row that as yet has no data
>> in it so no related record.
>>
>> Is there a way I can present the button in the row only when data
>> exists in that portal row?
>>
>> Thanks
>> Ed
>>
>> Sent from my BlackBerry® wireless device
>
> --
> This list is a free service of LassoSoft: http://www.LassoSoft.com/
> Search the list archives: http://www.ListSearch.com/FileMaker/Browse/
> Manage your subscription: http://www.ListSearch.com/FileMaker/
>
>
>
>
> Sent from my BlackBerry® wireless device
> --
> This list is a free service of LassoSoft: http://www.LassoSoft.com/
> Search the list archives: http://www.ListSearch.com/FileMaker/Browse/
> Manage your subscription: http://www.ListSearch.com/FileMaker/
>
>

Ed Bullock

Re: Don't show button in portal row until data is entered

Reply Threaded

Works perfectly! Many thanks for all your help and the example file.

Just out of curiosity is there any advantage of scripting new related records in a portal rather than using a calc method like this?

Ed

Sent from my BlackBerry® wireless device

-----Original Message-----
From: Winfried Huslik <[hidden email]>

Date: Thu, 2 Jul 2009 15:27:34
To: FileMaker Talk<[hidden email]>
Subject: Re: Don't show button in portal row until data is entered

Ed,

Sorry, forgot to mention you need to do a little more to the 1 line
portal relation to only show "uncommitted" records (i. e. just the
record to enter).

There are certainly more ways to do this, but basically it's an
additional match field that is only valid as long as the record is
not yet committed.

In the child table:
create a number field "serialOnCommit" and set it to
auto-enter a serial number on commit.
Create a number field "notCommitted",
auto-enter, replace existing value = not ( serialOnCommit )

In the parent table:
Create a global calculation
g_1 = 1.

Duplicate the child TO and rename it to childEntry.

For the entry line create a relation from parent to childEntry that
matches
parentID = parentID and
g_1 = notCommitted.

Note: Sorting does not put the empty line on top (unfortunately).
Your entry line does not necessarily need a portal, but you may use one.

Winfried
www.fmdiff.com

On 2009-07-02, at 11:40, [hidden email] wrote:

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VanBuskirk, Patricia

Re: Don't show button in portal row until data is entered

Reply Threaded

In reply to this post by Ed Bullock

Sorry for the delay ... I was torn off in another direction.

Here are the script steps I use. It basically enters all the default
info and then take them to that line:

(SCRIPT NAME) NONRECURRING: Portal: Add NEW Material Line to Portal
Allow User Abort [ Off ]
If [ NonRecurring::Open = 0 ]
Show Custom Dialog [ Title: "Message"; Message: "You cannot edit this
record as it has already been billed!"; Buttons: "OK" ]
Exit Script [ ]
Else
Set Variable [ $nrid; Value:NonRecurring::_NR_ID ]
Set Variable [ $won; Value:NonRecurring::WorkOrderNo ]
Go to Layout [ "MaterialItems_LineItems" (NR_MaterialItems_NoFlatRt) ]
New Record/Request
Set Field [ NR_MaterialItems_NoFlatRt::_NR_ID; $nrid ]
Set Field [ NR_MaterialItems_NoFlatRt::WorkOrderNo; $won ]
Set Field [ NR_MaterialItems_NoFlatRt::TypeNRCharge; "Material" ]
Set Field [ NR_MaterialItems_NoFlatRt::TypeNRItem; "Material" ]
Go to Layout [ original layout ]
Go to Object [ Object Name: "MaterialPortal" ]
Go to Portal Row [ Select; Last ]
End If

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 9:08 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

So you script the addition of a new related record, then send them to
the portal? How do you go about that if you don't mind me asking?

Thanks

Sent from my BlackBerry(r) wireless device

-----Original Message-----
From: "VanBuskirk, Patricia" <[hidden email]>

Date: Thu, 2 Jul 2009 08:56:08
To: FileMaker Talk<[hidden email]>
Subject: Re: Don't show button in portal row until data is entered

Correction ... I used to have it like that ... now, I do not allow
creation or deletion through the relationship. I use an add button
outside of the portal to add (using a script), and the line buttons will
show a delete button if the record is not locked, or a view button if it
is. Because of the relationship settings, nothing shows on blank lines.

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
VanBuskirk, Patricia
Sent: Thursday, July 02, 2009 8:47 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

I use a calculated container field that looks to see if the primary key
is present on the portal line .. if not, it inserts an add button ... if
it is (and the record has not been locked), it inserts a delete button.
Then I've attached a script to the button to either add or delete
depending on the results of an "if" statement.

If you don't want to use the add button, you could have it enter ""
(null).

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 4:59 AM
To: FileMaker Talk
Subject: Don't show button in portal row until data is entered

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering
data on the next portal row) they can also delete records from the
related table by clicking a button I have presented on the portal row.
All very simple and works fine.

The problem I have is that when a user enters data on the portal row,
the next row becomes "available" for data entry. As this happens it
shows the button on the portal row, so the user actually sees a delete
button against a portal row that as yet has no data in it so no related
record.

Is there a way I can present the button in the row only when data exists
in that portal row?

Thanks
Ed

Sent from my BlackBerry(r) wireless device
--
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VanBuskirk, Patricia

Re: Don't show button in portal row until data is entered

Reply Threaded

Whoops .. formatting got off-whack .. now corrected below (I hope)...

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
VanBuskirk, Patricia
Sent: Thursday, July 02, 2009 10:12 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

Sorry for the delay ... I was torn off in another direction.

Here are the script steps I use. It basically enters all the default
info and then take them to that line:

(SCRIPT NAME) NONRECURRING: Portal: Add NEW Material Line to Portal

Allow User Abort [ Off ]
If [ NonRecurring::Open = 0 ]
Show Custom Dialog [ Title: "Message"; Message: "You cannot edit this
record as it has already been billed!"; Buttons: "OK" ]
Exit Script [ ]
Else
Set Variable [ $nrid; Value:NonRecurring::_NR_ID ]
Set Variable [ $won; Value:NonRecurring::WorkOrderNo ]
Go to Layout [ "MaterialItems_LineItems" (NR_MaterialItems_NoFlatRt) ]
New Record/Request
Set Field [ NR_MaterialItems_NoFlatRt::_NR_ID; $nrid ]
Set Field [ NR_MaterialItems_NoFlatRt::WorkOrderNo; $won ]
Set Field [ NR_MaterialItems_NoFlatRt::TypeNRCharge; "Material" ]
Set Field [ NR_MaterialItems_NoFlatRt::TypeNRItem; "Material" ]
Go to Layout [ original layout ]
Go to Object [ Object Name: "MaterialPortal" ]
Go to Portal Row [ Select; Last ]
End If

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 9:08 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

So you script the addition of a new related record, then send them to
the portal? How do you go about that if you don't mind me asking?

Thanks

Sent from my BlackBerry(r) wireless device

-----Original Message-----
From: "VanBuskirk, Patricia" <[hidden email]>

Date: Thu, 2 Jul 2009 08:56:08
To: FileMaker Talk<[hidden email]>
Subject: Re: Don't show button in portal row until data is entered

Correction ... I used to have it like that ... now, I do not allow
creation or deletion through the relationship. I use an add button
outside of the portal to add (using a script), and the line buttons will
show a delete button if the record is not locked, or a view button if it
is. Because of the relationship settings, nothing shows on blank lines.

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
VanBuskirk, Patricia
Sent: Thursday, July 02, 2009 8:47 AM
To: FileMaker Talk
Subject: Re: Don't show button in portal row until data is entered

I use a calculated container field that looks to see if the primary key
is present on the portal line .. if not, it inserts an add button ... if
it is (and the record has not been locked), it inserts a delete button.
Then I've attached a script to the button to either add or delete
depending on the results of an "if" statement.

If you don't want to use the add button, you could have it enter ""
(null).

-----Original Message-----
From: FileMaker Talk [mailto:[hidden email]] On Behalf Of
[hidden email]
Sent: Thursday, July 02, 2009 4:59 AM
To: FileMaker Talk
Subject: Don't show button in portal row until data is entered

Hi all

I have a portal showing related records from another table.
The user is able to add new records via the portal (by just entering
data on the next portal row) they can also delete records from the
related table by clicking a button I have presented on the portal row.
All very simple and works fine.

The problem I have is that when a user enters data on the portal row,
the next row becomes "available" for data entry. As this happens it
shows the button on the portal row, so the user actually sees a delete
button against a portal row that as yet has no data in it so no related
record.

Is there a way I can present the button in the row only when data exists
in that portal row?

Thanks
Ed

Sent from my BlackBerry(r) wireless device
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