User manual

6-20 FileMaker Pro User’s Guide
2. Position the crosshair pointer on the layout where you want the
portal to begin, then drag the pointer diagonally until the portal is the
size you want.
3. In the Portal Setup dialog box, for Show records from, choose the
relationship to use. Or choose Define Relationships to create a
relationship (see “Defining relationships for relational
databases and lookups” on page 8-10).
4. Select options for the portal.
For more complete information about portal options, see the
FileMaker Pro onscreen Help. Choose Help menu > Contents and
Index, click the Index tab, and type portals,formatting.
5. Click OK.
6. Place related fields in the portal. (See “Placing and removing
fields on a layout” on page 6-15.)
To select a portal, with the arrow pointer, click the border of the
portal, or any other area within the portal that doesn’t contain a field
or object.
To delete a portal, with the arrow pointer, select the portal, then press
Backspace or Delete, or choose Edit menu > Clear. If the portal
contains related fields or objects, deleting the portal doesn’t remove
the contained objects. Nor does deleting the portal delete the
relationship defined for the portal.
To resize a portal row:
1. Select the portal.
You see selection handles at each corner of the first portal row.
2. Drag a selection handle.
The first row resizes and each other row resizes to match the first
row.
Keep these points in mind:
1 To sort the related records in a portal, you must specify a sort order
in the relationship definition. See “Defining relationships for
relational databases and lookups” on page 8-10.
1 In most cases, you should enable Show vertical scroll bar in the
Portal Setup dialog box. If you don’t and there are more related
records than will fit in the number of portal rows you’ve defined, you
won’t be able to see all the related records or enter new related
records.
1 For information about creating new related records from the
current file or deleting related records when you delete a record in the
current file, see “Defining relationships for relational
databases and lookups” on page 8-10.
1 You can display objects other than fields in portals. An object is in
a portal if its upper-left corner is inside the portal. An object placed
in the first row of a portal is displayed once for each related record.
1 A portal can’t contain another portal. If you place a portal in a
portal, the portals overlap.
Select portal options
Select the relationship to
use, or define a new one
Select to allow related
records to be deleted
(from the related file) in
Browse mode
First portal row
Portal
Relationship
for the portal