filtering portals

[martie]

I think this question has been answered (probably many times) but I can't manage it.

I need to make a filter for a portal & don't seem to be able to get it right.

I have 3 dbs - client info, jobs, invoices

I want to be able to make invoices that pull only those jobs that are outstanding.

I have created a calc field that returns X when the 'paid' field in the jobs file is empty.

I have a portal on the invoice to pull the data by client. I want the portal to only show those records with the X.

Thanks for all help!

[Ugo DI LUCA]

Hi,

Start with this :

create a global field in Invoice

Drop it on the layout.

Create a relationship with you global field at left side and your paid field at right side.

Populate the global field (text) with "X"

Create a Portal with the same relationship and see the records appear.

Now if the result of the calc field "paid" was unidexable, check that you can index it, cause you will have to find workarounds otherwise, as the right side of a relationship must be indexed.

If you needed to filter more the records (by customer), just create a calculation in the related file c_concanate = paid & " " &Customer_id" and set your key in Invoice to be a calculation c_concanate = global & " " & Customer_Id

If you were to deal with more than one status, you could attach to the global field a value-list returning all occurences of the "paid" field from the Job file.

[martie]

ok - I am feeling particularly stupid - but I did all that & what I get is a portal showing the first record in the jobs db.

[martie]

duh! I had my fields in the portal wrong - all is a-ok now.

thank you.