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Claris Engage 2025 - March 25-26 Austin Texas ×

Related field outside of portal


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Posted

I have a portal with a couple of field columns of related records. I want to place a related field outside of the portal that shows field data from a related record when the record is selected in the portal. For example, I have a related "notes" field that I don't want on the portal itself because the content is too big. I'd rather have the notes field on the form and have the contents change based on the whatever record I select in the portal. Any clues?

Thanks

Daryl

Posted

The key here (no pun intended) is to use another relationship which matches only the selected record. The relationship used for the portal won't do, as it matches many records.

This new relationship should relate a global field to a field which is unique in each of the portal records, such as a record number in the related file. Let's assume you have a unique field in the related file called RecNum. Create a field in your primary file:

gRecNum (global, number)

Create a relationship between Main File::gRecNum <--> Related File::RecNum. Place the field YourNewRelationship::Notes on the layout.

Now all you need is a script that copies the PortalRelationship::RecNum to gRecNum when you click on a portal row:

Set Field[gRecNum, PortalRelationship::RecNum]

Attach this script to a rectangle with clear fill and border and size this rectangle to fit over the portal row. When you click the portal row, the notes for that row will be displayed in YourNewRelationship::Notes.

-bd

Posted

Thanks, solution doesn't seem real clean but I can see it will work. Thanks for the feedback and have a great weekend.

Thanks again!

This topic is 7877 days old. Please don't post here. Open a new topic instead.

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