A READER ASKS: Scripted Exported Portal Data

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright

A READER ASKS
I am a novice (very, very green) FMP user.

We have a database containing patient information in FMP9 advanced. Now, at the present time, I have not learned how to use scripts to get data out of our system. Data are in a relational system and mostly in portals. I wanted to export out data, however, there are some fields to choose and wanted to know the best way to save a set of fields that I need check without to constantly having to redo it all the time.

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DWAYNE RESPONDS
Well, welcome to the FileMaker party! Always nice to see a fresh face in the crowd! This is a very good question. Saving an export order for a FileMaker script is very easy. The trick is to do the export manually first and then immediately write your script afterwards.

So in your case you would pick the combination of fields you want from your current layout and the fields you want from the portal (by choosing the relationship from the drop down menu and then choosing those field in your export order).

Here you can see the export dialog box, as I’m doing an export from a layout in my InBizness product. I’m on a client record and I’m choosing to export the billing company field from clients, related invoice numbers and grand totals. This isn’t all the fields in my portal, so the exporting related data isn’t necessarily tied to a portal. It is simply using the same relationship.

Here you can see an example of the export of four company records and their associated related invoice records. The first related records are in the same row as the company name and then the other invoices are in rows of their own.

SAVING THE EXPORT
Now if this export is exactly how I want it, it is time to write the script. Create your new script and then add the export records script step. Click to select that step in your script order (if it is not selected already) and click the button to Specify The Export order. You will see that FileMaker remembers the export you just did, so you can close this dialog box to save it. In fact, you can edit that export order now or anytime in the future that you so desire.

Here are some links to other posts that might be of interest in regards to this topic...
Import & Export Found Sets
Source File/Table And Destination File/Table
Importing Data Into Filemaker Explored ( part 1 )
Importing Data Into Filemaker Explored ( part 2 )
EXAMPLE: The Basic Import
EXAMPLE: Import (Match / Replace)
Importing Concerns With Auto-Enter And Repeating Fields
Potential Issue: Imported Data And Validation
Import Folder Full Of Data
EXAMPLE: Import Folder Full Of Data
Other Import Options We Didn’t Cover
The Basics Of Exporting Data
The FileMaker Supported Export Formats
A Before You Export To Do List
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

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