grouping portal records filemaker pro 16

One of the interesting use cases for the Current Found Set portal, is it's ability to track find requests. Using Current Found Set Portals for Clear Find RequestsįileMaker's ability to make find requests can occasionally pose a challenge for some users who may be new to the system or don't often do manual finds. To achieve those effects, you need to sort and filter the found set itself since the Current Found Set portal will only show records from that found set. Most of the portal options you would usually have (like sorting and filtering) are disabled in the Current Found Set portal - giving you even less to set up. Using the portal creation tool, you create the outline of the portal you want and once you release the mouse, you will be prompted to “Show records from:'. How to Make a Current Found Set 'Master Detail' PortalĬreating a Current Found Set portal is much like creating any other portal. No more need to navigate between a list view and a form view to search through records.

You can now navigate to the customer you were looking for without losing your place in the customer list or even leaving the list at all. That means, instead of needing to create a list view layout to scroll through a list of customers, you can look through your Master Detail list on a form view layout.Įven more useful is that FileMaker has included the ability to click on a record in the portal and have FileMaker navigate to that record within the found set, no additional scripting required. This allows the developer to create a list of the set of records the user is currently looking at on a form view layout. Instead of referencing a related table, this portal references the current found set. FileMaker's solution to the creation of a Master Detail is through an old stand-by: the portal.

Grouping portal records filemaker pro 16