10 posts in this topic
Finding highest value Date field record from Portal
I have Sales Activities Portal on each company's record, now I want to list all first rows of portals from each company record on another layout. Now, I also want only those rows with non-empty follow-up date fields too. My Portal is sorted by Activity Date in descending order.
What I have done:
I have onlayoutenter script as below:
Enter Find Mode Set Field[Daily Log::date_followup; "*"] Set Field[Daily Log::date_activity; Max(Daily Log::date_activity)] Perform Find It is fetching all records from each Portal which has non-empty follow-up date value
I want only highest activity date value row from each portal
Popover from Portal showing the wrong record
By Brad Mathews
I think I have a relationship problem here even though the problem appears to be with the Portal or Popover.
As you can see from Screenshot1, the popover is showing the data for the wrong record. Interestingly, clicking the Go to Full Record button which calls Go To Related Record does go to the correct record as indicated in the Portal.
This is also happening with the Siblings Portal, see Screenshot2. However, the Go to Full Record button on siblings portal behaving differently - it is going to the record showing in the popover which is the same record being display. So it goes nowhere of course.
The Relations screenshot shows the relevant relationships as well as the more complicated one I am using to get the siblings.
On the Parents layout I am doing the same thing - showing Students via the Parents_Students and Related Parents and the popovers are working fine.
Let me know if you need more data.
Filter to exclude matching records
I have a personnel portal (looks up values from the 'personnel table'). When I click a row then the associated personnel_ID is put in to a personnel_IDF field in a new record of a different table (Case_personnel). This second table is also displayed in a portal.
No changes have been made to the 'personnel' table.
How can I get the personnel portal to exclude records where the personnel_ID matches the personnel_IDF field in the Cases_personnel table?