Finding related file records in a portal

[Joe-F]

I have a layout in form view that has data pertaining to an organization.

In this layout I have a portal to another file that has names data.

The key that links these two is a numeric field called organization_ID.

The portal fields are Prefix, First name, Last Name, Suffix, Birthday.

I want to enter in the first name and last name in the portal and do a search in the related records. Is there a way to do this? If I get multiple matches, I would like to choose from the results. If I get no match then I want to

create a new record in the related file.

[Ugo DI LUCA]

Hi,

Welcome to this forum.

Start with some reading in the Article Section. You'll find a post called Find in Portals from DJ.

Basically, better than searching in a portal, do your search in the related file.

[LaRetta]

Hi Joe,

When trying to search for names, the problem you will run into, is that Users can type only part of the name

[Joe-F]

Hi Laretta,

Thanks for the Information. I am not quite sure that I understand it all

though. I tried implamenting this. What I ended up with in my FindNames field

in the Parent file was selection of the entire list of names. When I select one, it put it into my portal row. I implamented the find button, but I am unclear as to where I am supposed to enter the name to find.

[LaRetta]

Hi Joe, I might have steered you wrong by mis-assuming. Let's look at this again ...