Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Making a Portal that can List only by Status

Featured Replies

Hello everyone..

I have a easy one... maybe frown.gif

Setup:

Tables: "Main", Policies"

On the Policies table I have a field called status -- Active or InActive

I wish to make a Portal on the "Main" table that can list all of the actives -- by there last Name.

Can anyone help...

Add a text field Active to Main, make it auto enter "Active" or make it a calculated field = "Active". For your portal make a relationship from Main ID in Main to Main ID in Policies and from Active in Main to Stauts in Policies. This will appear as one line in the TOG. If you already have a relationship from Main ID in Main to Main ID in Policies you will need another TO for Policies.

You could also make a global field with the text value "Active". Relations will work perfectly well on global fields as long as they're only on the side you need to look *from*.

(I'd also consider making the "Active/Inactive" field into a number field with 1 or 0, which could still be displayed as text using the "Boolean" number display, and making your global field a number field with the value "1" in it, to match. Using a number flag would facilitate things like totaling the number of policies that are active within a given found set, etc.)

  • Author

I understood RaplphL example...but can you explane yours a little more?

I am new at this...

Thank you

Joseph

  • Author

Ok maybe I do not understand...I have tired doing this and all I am getting in the portal is the name of the insured I am on..not a list of all of the active policies?

Help frown.gif

Joseph

That is what I thought you wanted. I f it "All" Active change your relationship to just remove the Main ID to Main ID part of the relationship.

  • Author

ok...it works great thank you very much.....

Joseph

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.