FMP10 Win XP

Simply an Invoice layout with all the unpaid line items in a portal.

Question. How to display oly the overdue line items in a second portal
on the same layout.

My difficulty is that all the items are related to the customer
how then do I choose just a limited set for the second portal.

This might be very basic stuff but although I have used FM for years I
am just learning (at a steep rate) about relationships and portals.

John G.

In article <d17rh5p1vtv44gcfloavdh5cb8rjsepda6 (AT) 4ax (DOT) com>,
John G <greentest (AT) ozemail (DOT) com.au> wrote:

Filtered portal.

Include a field in the child (lineitem) table that shows if it is
overdue. It should be a calculation that produces a particular value if
the item is overdue.

In the parent table (invoice), include a field that contains that same
value automatically. If it is a single-user solution, that can be a
global field. If it is a multi-user solution it is probably better to
make it a standard field that is automatically filled with the
appropriate value, all the parent records containing the same value. The
reason for that is that in a multi-user solution, each user gets his/her
own set of global fields, so there is no guarantee the value in the
global field will not get changed.

Create a new Table Occurrence of the child table, and make a "dual
predicate" relationship to the parent table, using both the regular key
field plus a second relationship of the field that shows overdue and the
corresponding field that you set up in the parent table.

Now only records that satisfy both requirements will satisfy the
relationship, and you can make a portal based on that to show only the
overdue records.

I use lots of these. For simplicity, I use a text field with automatic
value "x" in the parent table. I label that field "zWordx." Then I can
relate various child tables to that by having whatever criterion I want
drive a calculation that produces the value "x" when the criterion is
met.

On Mon, 07 Dec 2009 21:16:43 -0500, Bill <bbcollins (AT) earthlink (DOT) net>
wrote:


Bill,
Thank you for those leads.
I still have to tidy it up and test it out but it looks like you have
done a good job of getting me started.
John G.