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Invoices and Portals -
04-04-2007
, 12:04 PM
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I am creating a special database for tracking our Utilities accounts and invoices. The way our older AP system works, for me to enter invoices and cut a manual check for them, they have to be in a batch that is created on the day I want to print the checks. I have all of the information in the database for every utility. I use it to determine the vendor number and GL codes for each invoice each week. It makes keying on Friday's much faster. I want to have a portal on the layout to add the invoice, with a button to flip me to another layout that is a child to the invoice one. That way I can add the invoice GL distribution. In order to upload I have a batch table, that will have one record per week. That record will find all the "child" records in the invoice-distribution table with the same batch number. Then I can export and upload. I think all of that will work. Now my question. It looks like I might be able to move to a better job, and I want to leave this database behind for my successor to use. The quirk that I have is that new records are added from the bottom. I have the portal sorted to show newest at the top. Is there some little script that I can create to push a new record up to the top? Is this feasible? |
1. (7+) In the portal setup dialog
2. (7+) In the Edit Relationship dialog: go to the Relationship graph and double-click the Relationship Definition (the box in the line connecting the two tables).
3. (6+) In the Edit Relationship dialog.
Matt
#3
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I am creating a special database for tracking our Utilities accounts and invoices. The way our older AP system works, for me to enter invoices and cut a manual check for them, they have to be in a batch that is created on the day I want to print the checks. I have all of the information in the database for every utility. I use it to determine the vendor number and GL codes for each invoice each week. It makes keying on Friday's much faster. I want to have a portal on the layout to add the invoice, with a button to flip me to another layout that is a child to the invoice one. That way I can add the invoice GL distribution. In order to upload I have a batch table, that will have one record per week. That record will find all the "child" records in the invoice-distribution table with the same batch number. Then I can export and upload. I think all of that will work. Now my question. It looks like I might be able to move to a better job, and I want to leave this database behind for my successor to use. The quirk that I have is that new records are added from the bottom. I have the portal sorted to show newest at the top. Is there some little script that I can create to push a new record up to the top? Is this feasible? |
Like a global field on top of the portal. Enter the data you need click a
button. perform a script that creates a new record with this data and
empties the global when done.
If you need the data to commit when the user tabs out you can use a trigger
plug-in.
This way it will just like a normal portal with the empty row on top.
Or create a portal that displays initial row 1000 and only one row visible
just above the main portal. This would have the drawback that it would still
show an empty row as well.
With v8.5 there are also ways using the tab-object
And please state version next time.
Keep well, Ursus
#4
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On 04/04/2007 13:04:16 "TKnTexas" <tkntexas55 (AT) aol (DOT) com> wrote: I am creating a special database for tracking our Utilities accounts and invoices. The way our older AP system works, for me to enter invoices and cut a manual check for them, they have to be in a batch that is created on the day I want to print the checks. I have all of the information in the database for every utility. I use it to determine the vendor number and GL codes for each invoice each week. It makes keying on Friday's much faster. I want to have a portal on the layout to add the invoice, with a button to flip me to another layout that is a child to the invoice one. That way I can add the invoice GL distribution. In order to upload I have a batch table, that will have one record per week. That record will find all the "child" records in the invoice-distribution table with the same batch number. Then I can export and upload. I think all of that will work. Now my question. It looks like I might be able to move to a better job, and I want to leave this database behind for my successor to use. The quirk that I have is that new records are added from the bottom. I have the portal sorted to show newest at the top. Is there some little script that I can create to push a new record up to the top? Is this feasible? Use the Sort option, depending on what version you're using: 1. (7+) In the portal setup dialog 2. (7+) In the Edit Relationship dialog: go to the Relationship graph and double-click the Relationship Definition (the box in the line connecting the two tables). 3. (6+) In the Edit Relationship dialog. Matt |
Workarounds are all you have available here.
I might use global fields mirroring those in the portal, placed at the top of the portal, for the actual input of the new record. When the input is finished, execute a script to add the contents of the globals to a new record in the portal table.
Matt
#5
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"TKnTexas" <tkntexas55 (AT) aol (DOT) com> schreef in bericht news:1175706256.485570.164240 (AT) l77g2000hsb (DOT) googlegroups.com... I am creating a special database for tracking our Utilities accounts and invoices. The way our older AP system works, for me to enter invoices and cut a manual check for them, they have to be in a batch that is created on the day I want to print the checks. I have all of the information in the database for every utility. I use it to determine the vendor number and GL codes for each invoice each week. It makes keying on Friday's much faster. I want to have a portal on the layout to add the invoice, with a button to flip me to another layout that is a child to the invoice one. That way I can add the invoice GL distribution. In order to upload I have a batch table, that will have one record per week. That record will find all the "child" records in the invoice-distribution table with the same batch number. Then I can export and upload. I think all of that will work. Now my question. It looks like I might be able to move to a better job, and I want to leave this database behind for my successor to use. The quirk that I have is that new records are added from the bottom. I have the portal sorted to show newest at the top. Is there some little script that I can create to push a new record up to the top? Is this feasible? There is no way directly, but there are a couple of ways I can think of. Like a global field on top of the portal. Enter the data you need click a button. perform a script that creates a new record with this data and empties the global when done. If you need the data to commit when the user tabs out you can use a trigger plug-in. This way it will just like a normal portal with the empty row on top. Or create a portal that displays initial row 1000 and only one row visible just above the main portal. This would have the drawback that it would still show an empty row as well. With v8.5 there are also ways using the tab-object And please state version next time. Keep well, Ursus |
another solution".
)A long time ago now I came up with a "top entry portal" trick that
works. It was an answer to someone else's challenge and I posted an
example file of it at FM Forums. The original file was for FileMaker 5,
but since then some other kind people have updated the example file for
newer versions of Filemaker. It does work with any relational version
of FileMaker without using buttons, scripts, extra fields or plug-ins,
but be warned: it is a bit complicated to set-up.
http://www.fmforums.com/forum/showto...ost/74452/hl//
Use the links posted in replies further down that topic to get the
example files.
If you want to try and use it, then please ask questions here -
unfortunately I find FM Forums far too slow via dial-up to keep going
back to.
Helpful Harry
Hopefully helping harassed humans happily handle handiwork hardships ;o)
#6
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