12 posts in this topic
Filtering a portal with case shows too many results
I am trying to filter a portal using case to display records matching only one condition (the first it match going down), but it looks like the filter is taking into consideration all the options and displaying related records that match any of the conditions.
newA = oldA ; 1 ;
newB = oldB ; 1 ;
newC = oldC ; 1 ;
newD = oldD ; 1 ;
I thought the filter would work by only showing me the records that matched the first matched condition, but instead it's showing records that match any of the conditions.
EG: if I had a record that had 5 related records, 1 where newA = oldA and 2 where newC=oldC, the portal would show me those 3 records instead a of just the first one which matched the first condition newA = oldA.
Can anyone give me any suggestions as to how I can get it so that the portal only filter 'stops' checking the case condition once it's found a matched one?
Hide calculation on portal field help
Hi, I am trying to hide a field in a portal using a calculation on the "hide" behaviour.
Based on this article from some versions back - https://www.teamdf.com/blogs/a-very-nice-way-to-format-a-sorted-portal-using-conditional-formatting/. However, I am trying to use Global Variables to achieve this.
In short, my portal has a "category" field whose value is repeated. And I want to "GroupBy" it, and only show the first occurrence of the category and hide the subsequent ones.
<category> <name> <description>
Cat1 ... ...
Cat1 ... ... << Hide Cat1
Cat2 ... ...
Cat2 ... ... << Hide Cat 2
I tried to hide the <category> field using the behaviour with the following calculation:
This = Category::Name ;
$$Prev = $$NextPrev ;
$$NextPrev = This
$$Prev = This
I keep $$Prev as the previous category value, so that if the current "This" field is the same, I attempt to hide it.
This will hide all the <category> because presumably $$Prev = This.
However, If I test
a. $$Prev = "Cat1"
b. This = "Cat1"
"Cat1" gets hidden.
I am just wondering if there's something wrong with my calculation?
Thanks in advance!
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