Thanks for your reply. So...
Ok, how do I do that?
FWIW, when selected the Data tab in the Layout view, I'm unable to edit anything in the "Display data from" section -- along with many other parts within the Data section.
Thanks!
Oh,
I think I may have spoken, or written too fast. It is when you create a Layout. Here you have the Layout Setup window
In Show records from you select a TO (Table Occurrence) which represents a Table.
Reason is you need to select a field on the Layout to work with properties on the Data tab. For example, if no field is selected on the Layout, most of the fields on the Field section of the Data Tab are greyed out
for example Show data from and Control Style. Now if I select the Référence field on my Layout
the fields are not greyed out.
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That's correct. You get a blank slate. You can drag-n-drop fields from the inspector pane on the left hand side, or add fields using the menus, or drag the field object from the tool bar onto the layout.
Yes.
Each of the rows is a record. If you have placed fields onto the layout you would be seeing the field content instead.
Use the menus: View > Browse Mode and View > Layout Mode.
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Thanks so much for your responses!I really do appreciate them, and all of your help.
Through your input, I've learned how Layout serves an entirely different function -- and is much more complex than I imagined. I'm still trying to understand the basics with how to set up and navigate between different Layouts (sets / window), and how Layouts interface with each other. I've been trying to educate myself about Layouts, so please bear with me as I try to figure out how these things work!
Anyway, when I go to File > Manage > Layouts... I see that none of the layouts in the window are checked (FWIW), and then when I select the newly-created tables > Edit it brings up the Layout Setup. That setup contains most if the settings that @planteg suggested -- except "Include in layout menus" is unchecked, and "Show current record indicator in List View" is checked. I've since switched them to @planteg 's suggested settings.
BTW, just so we're on the same page, I'm using a Contact Management file that was customized by a developer, which accounts for some of my tables' setup.
Moving on...
Part of the confusion I face is that when I've created new Layouts, I haven't been able to find / navigate back to the original (primary) layout. For instance, I just went through the whole set up to creating new layouts for the newly-created checkbox archives -- based one the newly-created tables (with ID and select fields), and importing records through @Malcom's process of importing records, etc. As far as I can tell, the only way to navigate back to the original (primary) layout is to once again select File > Manage > Layouts... and click on one the other (main) layout forms -- which then opens a window that reads "Contact Management - 2"
Ok, so once I'm on that form, I go to View > Layout Mode, and then Insert > Popover Button. Then I position where I'd like the Popover Button to live, and name the label. But...when I move to the Data Tab, the Display data from is still grayed out.
Should I use the Popover Button's Specify Calculation to connect to the proper tables (archived checkboxes / values) or is there something else I need to do?
Thanks for your help...
May I recommend the FileMaker Training Series (self-paced learning materials), and the Claris Academy training resources.
These are excellent introductions for your skill level. Download the Basic Training series book and start looking at it.
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Thanks. I’ve already done so! I spent a significant amount of time looking at them today.
Any suggestions on how to fix / set up the popup button so that it connects to my table or layouts? Feels like I’m close to getting it, but I’m just missing some part of the process.
Thanks again!
Ok, I've actually made progress: I've set up the popover button with checkboxes. However, in the process of doing so, I discovered that the value lists are located in different tables (there's layers of taxonomy in my file that I'm figuring out). The value lists for the checkboxes are located in a table titled, "Settings."
I'm happy to redo the entire process of creating new tables, layouts, etc. But I've noticed that the "Settings" table does not have an ID field -- and am concerned about including one into that table.
Is that concern warranted? That is, could it screw up the datasets (i.e., values for the value sets) within the Settings table?
Another concern... At some point I want to edit the values in my value lists, so that the active checkboxes appear on my Contact Management file and the archived checkboxes are stored in the popover button with checkboxes. I'm worried that if I delete values in my value lists in Settings, they might be wiped out -- and not carry over in the archived popover checkboxes. Is that fear warranted? Is there anything else I should to prevent that from happening?
Thanks very much, again!
Sorry. I'm not able to say what the ramifications of making the change will be. In the previous discussions I had been assuming that the value lists were simple lists, not dynamically generated.
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First of all, I want to thank you for all of your help and patience -- all of you, and especially @Malcolm. I’ve had to catch up on my Filemaker skills, and am grateful for your generous assistance. Truly.
Even though we've hit a snag, I still want to solve this and figure out how to archive the checkboxes and values.
So, what would you suggest? Should I put up another post that describes my situation, while explaining certain features of my setup? How else would you approach this?
Thank you, again, for all of your help.
It's easiest for people here to assist when you can ask a specific question. Your situation may present you with several questions, ask one at a time and make it as narrow and specific as possible. That helps us to give you good answers.
I often find that the process of preparing a question to ask the forum helps me to find the answer.
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+100 !
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Thanks. I'll re-up my question, adding additional info on the file set up, and will try to simplify my question. Appreciate all of your help, once again...
Thanks so much for your help with this. Turns out, I finally figured it out.
Just had to create a new Value List with Custom Values, and cut the the old checklist values from Value Lists (with Custom Values containing those values) and paste them into the newly-created Value Lists.
Then, in the Layout view, I created a new field -- first, by referencing the right value list within one of my tables -- and then selecting the newly-made Value List containing my "archived values."
One thing I'm trying to solve is: How can one rename some of the checkboxes without disturbing its values?
Many thanks for all of your help!