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Locking portal records
by VanBuskirk, Patricia
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I have a billing file that, when the bill has been sent and date
entered, the record is locked (using conditional privileges) and no further changes can be made to the record. I have a portal on the billing record that displays the line items. I used the same conditional privileges on the line items table, but they can still be edited from the portal in the billing record. What could I be doing wrong? Scratching head, Trish ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au |
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Re: Locking portal records
by Patrick Neame
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Do you allow the field to be entered when it's in the portal? You can
turn this off with Format>Field Control> Behaviour. If your users can't enter the field they can't edit the data. It also helps make the portal display look neater when the portal is scrolled. Patrick Neame www.incamera.co.uk - 07 957 463 933 On Jul 21, 2008, at 1:32 pm, VanBuskirk, Patricia wrote: > Anyone? > > -----Original Message----- > From: fmpexperts-bounces@... > [mailto:fmpexperts-bounces@...] On Behalf Of > VanBuskirk, Patricia > Sent: Friday, July 18, 2008 12:34 PM > To: fmpexperts@... > Subject: Locking portal records > > I have a billing file that, when the bill has been sent and date > entered, the record is locked (using conditional privileges) and no > further changes can be made to the record. I have a portal on the > billing record that displays the line items. I used the same > conditional privileges on the line items table, but they can still be > edited from the portal in the billing record. What could I be doing > wrong? > > Scratching head, > Trish > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ > > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au |
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RE: Locking portal records
by VanBuskirk, Patricia
::
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At this point I do. Are you saying if I make an "enter line items"
table, it can be locked? They do need to be able to enter information in that table, but it must be locked after the invoice has been billed. Thanks Patrick! Trish -----Original Message----- From: fmpexperts-bounces@... [mailto:fmpexperts-bounces@...] On Behalf Of Patrick Neame Sent: Monday, July 21, 2008 8:45 AM To: fmpexperts@... Subject: Re: Locking portal records Do you allow the field to be entered when it's in the portal? You can turn this off with Format>Field Control> Behaviour. If your users can't enter the field they can't edit the data. It also helps make the portal display look neater when the portal is scrolled. Patrick Neame www.incamera.co.uk - 07 957 463 933 On Jul 21, 2008, at 1:32 pm, VanBuskirk, Patricia wrote: > Anyone? > > -----Original Message----- > From: fmpexperts-bounces@... > [mailto:fmpexperts-bounces@...] On Behalf Of > VanBuskirk, Patricia > Sent: Friday, July 18, 2008 12:34 PM > To: fmpexperts@... > Subject: Locking portal records > > I have a billing file that, when the bill has been sent and date > entered, the record is locked (using conditional privileges) and no > further changes can be made to the record. I have a portal on the > billing record that displays the line items. I used the same > conditional privileges on the line items table, but they can still be > edited from the portal in the billing record. What could I be doing > wrong? > > Scratching head, > Trish > ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ > > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au |
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Re: Locking portal records
by Patrick Neame
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Typically the way forward is to prevent users from editing in portal
rows. I understand this to be standard practice. What is typically used is a script that grabs the RecordID of the record you want to edit, puts the information into a set of global fields below the portal. Your user can then edit within the global fields and then save the changes back to portal, so to speak. What this means is that the script that calls the edit routine can be told to do nothing if the edit flag is NotEmpty. If you have Advanced you can add tool tips to indicate whether or not editing is allowed. The FileMaker White Paper for Novices explains the technique in some detail and does so much better than I can. I've sent you a screen shot of how I've organised the layout. FMPro.org - Update of Free White Paper for FMP Novices, Foundation Database Systems Patrick Neame www.incamera.co.uk - 07 957 463 933 On Jul 21, 2008, at 1:55 pm, VanBuskirk, Patricia wrote: > At this point I do. Are you saying if I make an "enter line items" > table, it can be locked? They do need to be able to enter information > in that table, but it must be locked after the invoice has been > billed. > > Thanks Patrick! > > Trish > > -----Original Message----- > From: fmpexperts-bounces@... > [mailto:fmpexperts-bounces@...] On Behalf Of Patrick > Neame > Sent: Monday, July 21, 2008 8:45 AM > To: fmpexperts@... > Subject: Re: Locking portal records > > Do you allow the field to be entered when it's in the portal? You can > turn this off with Format>Field Control> Behaviour. If your users > can't enter the field they can't edit the data. It also helps make the > portal display look neater when the portal is scrolled. > > > Patrick Neame > www.incamera.co.uk - 07 957 463 933 > > > > On Jul 21, 2008, at 1:32 pm, VanBuskirk, Patricia wrote: > >> Anyone? >> >> -----Original Message----- >> From: fmpexperts-bounces@... >> [mailto:fmpexperts-bounces@...] On Behalf Of >> VanBuskirk, Patricia >> Sent: Friday, July 18, 2008 12:34 PM >> To: fmpexperts@... >> Subject: Locking portal records >> >> I have a billing file that, when the bill has been sent and date >> entered, the record is locked (using conditional privileges) and no >> further changes can be made to the record. I have a portal on the >> billing record that displays the line items. I used the same >> conditional privileges on the line items table, but they can still be >> edited from the portal in the billing record. What could I be doing >> wrong? >> >> Scratching head, >> Trish >> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ >> >> _______________________________________________ >> FMPexperts mailing list >> FMPexperts@... >> http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au >> _______________________________________________ >> FMPexperts mailing list >> FMPexperts@... >> http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au |
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RE: Locking portal records
by VanBuskirk, Patricia
::
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Thanks Patrick! I will check that white paper out. At this point, I
can use all the help I can get. I feel like I take 3 steps forward, 2 steps back! As soon as I feel things are starting to come together, there's a big stumbling block! -----Original Message----- From: fmpexperts-bounces@... [mailto:fmpexperts-bounces@...] On Behalf Of Patrick Neame Sent: Monday, July 21, 2008 9:15 AM To: fmpexperts@... Subject: Re: Locking portal records Typically the way forward is to prevent users from editing in portal rows. I understand this to be standard practice. What is typically used is a script that grabs the RecordID of the record you want to edit, puts the information into a set of global fields below the portal. Your user can then edit within the global fields and then save the changes back to portal, so to speak. What this means is that the script that calls the edit routine can be told to do nothing if the edit flag is NotEmpty. If you have Advanced you can add tool tips to indicate whether or not editing is allowed. The FileMaker White Paper for Novices explains the technique in some detail and does so much better than I can. I've sent you a screen shot of how I've organised the layout. FMPro.org - Update of Free White Paper for FMP Novices, Foundation Database Systems Patrick Neame www.incamera.co.uk - 07 957 463 933 On Jul 21, 2008, at 1:55 pm, VanBuskirk, Patricia wrote: > At this point I do. Are you saying if I make an "enter line items" > table, it can be locked? They do need to be able to enter information > in that table, but it must be locked after the invoice has been > billed. > > Thanks Patrick! > > Trish > > -----Original Message----- > From: fmpexperts-bounces@... > [mailto:fmpexperts-bounces@...] On Behalf Of Patrick > Neame > Sent: Monday, July 21, 2008 8:45 AM > To: fmpexperts@... > Subject: Re: Locking portal records > > Do you allow the field to be entered when it's in the portal? You can > turn this off with Format>Field Control> Behaviour. If your users > can't enter the field they can't edit the data. It also helps make the > portal display look neater when the portal is scrolled. > > > Patrick Neame > www.incamera.co.uk - 07 957 463 933 > > > > On Jul 21, 2008, at 1:32 pm, VanBuskirk, Patricia wrote: > >> Anyone? >> >> -----Original Message----- >> From: fmpexperts-bounces@... >> [mailto:fmpexperts-bounces@...] On Behalf Of >> VanBuskirk, Patricia >> Sent: Friday, July 18, 2008 12:34 PM >> To: fmpexperts@... >> Subject: Locking portal records >> >> I have a billing file that, when the bill has been sent and date >> entered, the record is locked (using conditional privileges) and no >> further changes can be made to the record. I have a portal on the >> billing record that displays the line items. I used the same >> conditional privileges on the line items table, but they can still be >> edited from the portal in the billing record. What could I be doing >> wrong? >> >> Scratching head, >> Trish >> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ >> >> _______________________________________________ >> FMPexperts mailing list >> FMPexperts@... >> http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au >> _______________________________________________ >> FMPexperts mailing list >> FMPexperts@... >> http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au > _______________________________________________ > FMPexperts mailing list > FMPexperts@... > http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au _______________________________________________ FMPexperts mailing list FMPexperts@... http://lists.ironclad.net.au/listinfo.cgi/fmpexperts-ironclad.net.au |
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