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Printing Portal Rows (All)

Joseph31
in Portals

Featured Replies

Hi everyone... Here is the situation...

I have 2 tables -- "Policies" & "Premiums"

On the "Policies" table there is a Portal that shows "Premiums" relating to that Policy only. Simple so far..

I wanted to make a report that would print some policy information and all of the lines of the "Premiums" portal...(Only the ones which relate to the file I am on).

Can some one show me how to do this or show me an example of a file that does this...

Thanks

Joseph

Hi Joseph,

I am not opposed to printing from portals. But it is much easier to print from your Premiums table. smile.gif

LaRetta

  • Author

ok..please tell me..I have tired that but all I get is one line when I need to see all of the portal lines...Also how can I make it so it only prints the related premiums to the policy I was on?

Help frown.gif

Joseph

Make a Columar/List report layout for your Premiums table. Put some info from the Policy table in either the header or a leading grand summary. Write a script that goes to the related records and shows the found set and then goes to the report layout and your report is all done.

  • Author

I have tried omit and then show...That does not seem to work...

also omit muti and show muti...

is there another way?

Thank you

Joseph

Use the go to related record script step. It has an option to show only related records.

With FM7, the process is very easy. You don't even need to establish a relationship back from your Premiums to your Policies to do it because in 7, relationships always go both ways. smile.gif

You use Go To Related to isolate the Premiums pertaining to that Policy. Notice that you can place Policy fields from your Policy TO in the report as well. And you can even sort and categorize by your Policy.

I've attached a very simple file with the rough structure. I hope it helps you a bit. smile.gif

LaRetta

Policies.zip

  • Author

thank you for the attachment...

So it seems..I put this kind of thing on my main page (this is the page that shows the portal of Premiums)...I will give it a try.. so see if it works for me..

I will let you know...

Joseph

  • Author

smile.gif It worked great...you did it for me thank you... I hope I can return the favor for you one day....

Thank you

Joseph

Assuming you are trying to get a found set of only your related records.

Use the goto related records script step with the show only related records box ticked.

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https://fmforums.com/topic/22732-printing-portal-rows-all/
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