ISO FileMaker Magazine

Portals and list views represent one of the biggest reasons for using a database for managing data. You can view the data in a myriad of ways and FileMaker provides the tools to modify the views quite easily.

FileMaker's list view happens to be the most powerful when compared to portals. We don't really have the same feature set presented within a portal. Using a portal it's an all or nothing approach to sorting by default and you can't really search the portal contents. You can certainly hack in some method of controlling the sort and the old standby of simply adding new copies of the same portal, just sorted in different directions, has always been a go-to workaround.

Well, has the time come to simply abandon your portals? What?!?!! Abandon portals? Is that even possible in FileMaker?

Actually, it is, with what FileMaker now offers with bi-directional support within Web Viewers, it may be more viable than you've ever considered. In this two part video series I show you exactly how easy it is to simply retrieve some data, then present that data within a web viewer. Essentially, replicating a portal - except for the constant data connection.

In many ways, this has become a prime opportunity to choose either a portal or web viewer. The days of always using a portal may have come to an end. But, I'll let the video speak for itself and you can choose if you want to leave your portals behind in favor of what can now be done within a web viewer.

Anyone can just throw everything they need within a portal. Adding a new field? Just throw it in the portal. But WAIT! The question is "Should you?". The fine art of determining what should end up in your portal is based on how the data and/or actions are being referenced/used.

Is the frequency for editing the data high or low? If it's low, then maybe the user doesn't need field access. What is the frequency of record deletion? Low? Then, do you really need that obvious red trash can icon on every row? How about supporting common keyboard navigation such as using up and down arrows?

These are the types of things you'll find addressed within this video. A lot of really nice tidbits of inside information with regards to working with portals.

Portals are wonderful tools for showing related data relevant to what your solution is solving. Sometimes, however, there's a trick to getting them to show exactly what you want. The combination of functions required may not always be obvious and it can be hard to achieve the desired result.

Essentially, you have to know how to extract the specific key values which allow you to filter only the desired rows. In this video, I walk through all the specifics of creating a custom function which allows you to filter unique keys such that only the desired records will be shown.

If you've ever had the need to filter your portals in a highly specific way, then this video and the associated technique file will likely provide you with some great insight. In a short amount of time, you'll get those portal filters to work exactly as you need!

Over the years I've spent a lot of time working on a wide variety of themes for FileMaker Pro. Many of those themes involve taking advantage of every possible display mechanism which FileMaker portals offer.

When getting started with creating solutions in FileMaker Pro you don't always know what you can take advantage of. When it comes to portals there are a variety of settings and theme aspects which allow you to create some really creative looks. In this video I strive to show you all those hidden features and how they might impact the look of your designs.

With this video, I hope you learn all the little details which make it really fun to create great looking portal designs!

Like many things in life, there are multiple ways to solve a problem. It all comes down to what methods you're familiar with. If you only know one of the possible options, then that one method may limit you in terms of performance or efficiency.

In this video, we'll take a look at just a few of the possible methods of filtering data within FileMaker. The default, most accessible option, may be worth while if you've already got a working relationship. But, what about when you need to present the user with some options not currently in your data model? How do pick which one is best for any given situation?

Well, stick around and check out the video and file we provide you with and you'll be well on your way to making the best informed decisions about filtering data within your FileMaker solution.

As a long-time developer, I can certainly say that FileMaker development has advanced quite significantly over the past decade. However, I can also say that FileMaker was never developed from the ground up to have a highly robust event model. The bolt-on method of supporting events through script triggers never really planned on having too much support for drag-n-drop between various layout objects.

Fortunately, there are a number of little tricks you can apply with your knowledge of how the FileMaker client works. And, within this knowledge, you can accomplish some really cool features within your FileMaker solution. In this video, I present a wonderful solution to a problem one of our subscribers was having with trying to support a method of drag-n-drop between portals and allowing for the groupings of various people within the context of a specific event.

If you'd like to know more about how to take advantage of drag-n-drop within FileMaker, then you'll find a number of valuable tidbits in this video.

Hopefully, we can all agree that when something is more fully refined, it's the craftsmanship which showcases the higher quality of the work. The time and effort put into making something that much cleaner and that much more efficient.

Such is the case with enhancing FileMaker's portals. Sure, you can use portals as they're provided, and you'll certainly get all the benefits of using them "as is". But, what happens when you want your solution to be that much easier to use and that much more impressive?

That's when you take the opportunity to enhance your portals such that they're more attractive and more user friendly. In this video, we take a look at the various steps you can take to make your portals a bit more attractive and in most cases more useful.

One of your most powerful methods of showing data, within a fully controlled manner, is using the combination of global fields and portals.

The portal object isn't simply for showing the related data as it belongs to one single record. A portal is a display tool useful for presenting whatever data you want and, however you want.

In this video, I use the example of showing multiple events based on the selection of multiple locations. Whether you need to provide a simple multi-selection option in your UI, or your filtering needs extend to multiple field values, the use of a global field, in conjunction with a portal object, is how you can achieve a lot of your display objectives.

It's just like when you see someone who is well-dressed, clean and sharp looking, your FileMaker user interface is no different. You're more impressed by that sharp, clean look. In this regard, not having something on your user interface is quite possibly one of the very things which makes your user interface look that much cleaner.

Portals and list views, pretty much anything which repeats itself many times, can be very overwhelming when there are a lot of options. Quite simply, if there are too many buttons, it's too cluttered.

In this video, we talk about getting those buttons off your user interface and making them available only when needed. It's a great way to start to clean up your user interface and make sure that certain option are only available after the user has made the selection of where they want to go next.

It's a simple concept, but one which is often ignored by newer developers because the examples they are shown do not take advantage of the opportunities to hide these types of buttons. So, we end up with FileMaker solutions which are littered with buttons on every list view row and every portal row. So, let's get rid of them until they are needed!

One of the nicest additions FileMaker made awhile back was within an area you wouldn't quite expect. It was within the Summary functions that FileMaker added a simple new option named ListOf. This happened with FileMaker version 13 and this one type of summary field can be use for so many different things within the user interface that it's quite invaluable for driving all kinds of user feedback.

With a ListOf summary field, you can control the content of a custom portal, grab data necessary for looping over, or simply show the user an overview of the records they have loaded in the current found set.

Understanding how to use, and take advantage of, the ListOf summary field is what this video is about. We'll walk through two different uses and take a look at a nice user feature which allows the user to determine which data they would like to interact with. If you've never used a ListOf summary field, then you certainly need to be aware of what's covered within this video!