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Claris Engage 2025 - March 25-26 Austin Texas ×

Viewing records by 'companyname' and 'checkbox'


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Posted

I can't get this to work;

I want to see -in a portal- only the records from a customer (from a related contacts file) that have a certain checkbox selected, let's say the checkbox 'active'.

So I only want to see the records by 'companyname' and checkbox 'active'.

How do I do this? confused.gif

Posted

In the related contacts file, create a calculated field:

Case(checkbox = "active", companyname)

In the other file, make a relationship:

companyname::calculatedcompanyname

Of course, that's just an example based on your description. In general it's not good practice to use any sort of field that holds actual data (e.g. a name) as a key field. Use company i.d. that is a unique serial number instead.

If the above is not what you need, there are other approaches such as concatenated keys, but I like to start with the simple solution.

This topic is 8052 days old. Please don't post here. Open a new topic instead.

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