FileMaker Pro pop up values from related table - portal

I have a portal in my contacts table layout that shows related mention in a second "mentions" table. This related table has a relationship to a third "sources" table that I want the user to select from when they view the data in the "mentions" portal of my "contacts" layout. This works for the most part. The problem comes when the user changes the "source" in the portal then attempts to change the "source" in the next portal row t will change the "source" to the last select source regardless to make a selection
any ideas ?
here are some screen shots of how I have it setup
portal and specified field
and field control setup
and the relationship

You are modifying the value of the source field in the sources table, which is not what you want. You only want to use that data to populate your value list and store the serial number of that source (or the source text) in your mentions table.
1) Create a value list from sources using all values from the sources field.
2) Create a new field in the Mentions table called 'source.'
3) Add that field to the portal and remove the current sources field.
4) Apply the value list to your new field.

It sounds like your portal isn't actually the mentions table, but the sources table. Either that or the field that you're using to change the "source" is not in the mentions table, or is not the correct Table Occurrence.
The portal should be based on the Mentions table, and should contain a field in that table that refers to the sources table, not a field from the sources table.
Either way, to diagnose it further, I'd probably need more detail.

Related

Kentico - Unable to find a custom user column

I just took over a project from a developer who has already left an organisation and I'm doing some maintenance work in the project. I can see the following code in a custom web part
CurrentUserInfo CurrentUser = MembershipContext.AuthenticatedUser;
DateTime ExpirationDate = CurrentUser.GetValue("aps_expirationdate", DateTime.Now);
The strange thing is, I cannot seem to find this custom field 'aps_expirationdate' anywhere in the system or in the database.
I checked the following places but couldn't find it.
Checked Membership module 'User' class and 'User - Settings' class
Checked 'User' module
Did a manual Sql Search in the database to find a table with a column name 'aps_expirationdate'
but I cannot seem to find this column anywhere and the other strange thing is, when I debug the code it does return a date value. No bugs in the code so, cannot say that this is an invalid column name. Where else should I look?
Based on what you've put in your initial question, it sounds as if the column was added manually and not through the Kentico UI. In order for the data access layer or the Kentico API to know that field exists, the definition has to be stored within the Kentico module class and not just in the database.
Here's what I'd do to correct this:
Find what table the field exists in. If you want the custom field to be part of the User or User Settings objects then they need to be added to either the CMS_User or CMS_UserSetting table.
If the field does not exist in either the CMS_User or CMS_UserSetting table, then go to the Modules app in the Kentico UI.
In the Modules App, go to Membership > Classes > Users > Fields and add the aps_expirationdate field.
If you have data in the field aps_expirationdate in the other table, write a query to copy it from the other table to the CMS_User table.
Now the API call as noted above will work.
If the field is already in the CMS_User or CMS_UserSetting table, then you will have to do the following:
In SSMS, rename that field to aps_expirationdate_old.
In the Modules App, go to Membership > Classes > Users > Fields and add the aps_expirationdate field.
Assuming you have data in the aps_expirationdate_old field in the CMS_User or CMS_UserSetting table, write a query to copy it from the other table to the CMS_User table.
Your last bullet point states you "Did a manual Sql Search in the database to find a table with a column name 'aps_expirationdate'". This contradicts what you state at the end of your question which states "I cannot seem to find this column anywhere". If you cannot find what table the aps_expirationdate exists in, then check out the following SO answer to find that column in a given database.
https://stackoverflow.com/a/4849704/698678

Table with variable number of rows in MS Office mail merge [duplicate]

I'm creating a compliance mailing for my organization, the mailing will include merge fields that identify the office location, physician, and SiteId. The mailing will also include a table of information that is dependent upon the particular SiteId.
I'd like to use the import table function of MS word and set up a query that references a merged field (SiteId) so that the inserted tables populate the appropriate data for the particular site. I'm unable to do this.
How can I set up this document so that I can import only records from my source (an ms access query) that match the SiteId merge field?
Word's mail merge does not support one-to-many relationships. There are ways to coerce it, but only one of them can yield a table as a result and over the years it has become less and less reliable as Microsoft has not regarded it as important enough to maintain...
What you need to do is set up a query that provides ONLY the information you want displayed in the table, plus the key (SiteId). It's best to sort it so that all the SiteId entries list together, and are in the order the data will come through in the mail merge data source.
On the Insert tab go to Text/Quick Parts/Insert Field and select the Database field from the list in the dialog box. Click "Insert Database" and follow the instructions in the dialog box to link in the data. Be sure to set the Query Options to filter on the first SiteId from the data source. When you "Insert Data" make sure to choose the option to "Insert as a field".
This inserts a DATABASE field in the document which you can see by toggling field codes (Alt+F9). The field code can be edited and what you need to do is substitute the literal SiteId value you entered for the query with its corresponding MergeField.
When you execute the merge to a new document that should generate a table for each data record corresponding to the SiteId for the record. But, as I said, Microsoft hasn't done a great job of maintaining this, so it may require quite a bit of tweaking and experimenting.
If the results are not satisfactory then you should give up the idea of mail merge and use automation code to generate and populate the documents.
You can find more (albeit somewhat out-dated) information on this topic at http://homepage.swissonline.ch/cindymeister/mergfaq1.htm

Automation steps not found

I am trying to modify the comboBox values of the fields in the Automation Steps page. , but I cannot seem to be able to do it for all of them. Some of them are appearing disabled:
So I tried to make this change in the DB directly. However the graph is not public so I cannot identify the datamember definition.
I did identify however, the following tables:
- AUStepCombo: includes the Values of the combo box. In this case I obtain all the records from the smartpanel
This table, however, does not include the description.
AUCombo: includes the descriptions of the combobox, connected with AUStepCombo via the RowNbr field.
However, I noticed that the AUCombo table doesn't show all the values from the smartpanel. Only a subsection of the values from AUStepCombo. The fields disabled in the smartpanel, are the ones not inclued in this table.
Are these available in another table?
check out CROpportunityProbability table. you will see the StageIDs in there.

Joining sharepoint 2007 lists in a web view based on a common key field

So - I'm making a data view that is to contain a list. This list has a field that will be used to match up against two other lists. If there is an entry for this value, it should show the value from the other list, otherwise show a link to add a new one.
So, what I need to do is make a data source consisting of the rows from list 1, and fill in the Ticket field with a value from the Tickets table matching the ID value from list 1. The same should be done for the Change Type field.
Can anyone point me in the right direction to accomplish this? I've found a few tutorials, but they seem to be for showing all the data together and not match up on any specific columns for linkage.
Thank you
What you are aiming at is not available in SharePoint out of the box.
There are two approaches you can look at:
Create your own custom lookup field template for single/multiple field
selection with some sort of field
editor. Create your own controls and
program the associated code behind
logic.
Use some existing custom solutions. One such sample is on codeplex:
SharePoint Filtered Lookup Field

Sharepoint: Person column in custom list

I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.

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