Making a Portal that can List only by Status

[Joseph31]

Hello everyone..

I have a easy one... maybe

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...

[RalphL]

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.

[ESpringer]

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.)

[Joseph31]

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

I am new at this...

Thank you

Joseph

[Joseph31]

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

Joseph

[RalphL]

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.

[Joseph31]

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

Joseph