colindunn
colindunn

Reputation: 3163

Creating basic navigation in File Maker

I'm new to File Maker and looking to do what I assume is a relatively straightforward task. I have a table of Users and a table of Tasks. Each user can have multiple tasks associated with him/her but every task can have only one user.

From the list view of Users I want to be able to click on any given person and then see a list of all their assigned tasks. What is best practice for creating this kind of filtered list view?

My current best guess is to have a script that navigates a user from the Users layout to the Tasks layout. This script would also set a global field (selected User ID) based on which record the script was executed from (i.e. if i clicked on “Paul” it would set the selected meeting ID to his ID). I would then filter the tasks layout by the global selected User ID field.

Upvotes: 0

Views: 138

Answers (2)

Bertrand
Bertrand

Reputation: 1

You can open a pop-up window or a card showing an external table which lists all tasks of the corresponding user you clicked on. A field can act as a button and launch a unique action or a script for multiple actions. Don't forget a close button to go back to the list of users.

Upvotes: -1

AndreasT
AndreasT

Reputation: 2337

FileMaker has a specific script step for just this kind of thing. It's "Go to Related Record". It does exactly what you need, including going to the relevant layout in an optional new window and filtering records. No need for any additional logic.

As a side note, a portal to this relationship on the form view layout will display the user's related records in the portal as a list. You can attach a button on a portal row to go to this specific record, using the same script step I mentioned above.

Upvotes: 4

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