Filter Relationship in 7

[PiedPiper]

Ok. I have two types of Customer records, field TYPE containing 'Invididual' and 'Company' which is a Value List called TYPE. I want to give people a global text on a layout to the same table. I want three things in it as a radio button: Individual, Company, All and I want a self portal to adjust accordingly.

I can do the equal - put Individual in field and have it match (=) a new TO related on Type. Same with Company. But when I select All, I have nothing to relate it to. I want to use the 'X' here I think, but I'm unsure how to make this work the best. Do I need a calculation?

And my other problem is that the 'All' isn't in my existing Type Value List so I assume I'll need to make a new Value List containing all three options (to attach to my global)?

Geez, 7 is fun.

Pete

[Ender]

The match field is going to need to be a multi-key, so that "Individual" and "Company" show up separate or under "All". Create a multikey match field like this:

RecordTypeCalc (calculation, text result) = Type & "All"

Now your global type field can relate to that and all records should match when the global type is "All".

And yes, make a new global for this type choice, containing "All" and the other choices.