Interesting article. Is there any way to do this to the “Ship to” in the invoice form? I understand that it is also in the form of a drop-down list and is more tedious because my case involves more customers than products.

Hoping for your response.

Regards,
Christian

Take a look at the file at http://dl.dropbox.com/u/609980/Invoice%20Payments%20Example.fp7

I’ve added a “Paid” flag to the invoice table, and used that field in the portal filter.

I hope you find this useful, and that I’ve interpreted your question correctly. Please let me know how you get on, and of course, I’d be happy to answer any other questions you have.

Regards,
Dan

I am pretty new at Filemaker. I have Filemaker Pro Advanced 11. I wonder if you can help me.

I’ve successfully used the work-around of a second portal with the same filter to show summary results. What I need now is to preserve that filtered summary calculation so that I can use it in the future.

For example, I have an invoicing system that uses a portal on an invoice to show any unpaid past invoices, and a portal to show current charges. When I create a new invoice, or when I enter a payment, I want the overdue total on the old invoice to stay the same. I think I need a lookup value to preserve the portal summary, but when I summarize outside of the context of the portal, it of courses is not filtered!

Any ideas?
Thanks in advance,
Julie