Jump to content
Sign in to follow this  

Only show certain records IN portal

Recommended Posts

I have a sales file for 2 types of sales. Type 1 - Monthly sales, Type 2 - Marketing Sales. In another file I have a portal showing both Type 1 and 2 sales and another portal where I want to show Type 1 sales only. I have a different relationship for the 2 portals as they need different sorts but I cant seem to show only monthly sales in the second portal.

I have read the "Only show certain records from a portal" but it doesn

Share this post

Link to post
Share on other sites

There's a couple ways to do this, concatenation, and what I think of the "If, ID," which I usually prefer. Basically you create a calculation in the Sales file that ONLY has the ID when your conditions are met, otherwise empty. This would be the ID that you're using as a target for the portal's relationship. You don't say exactly what that is, nor exactly how you differentiate between sales, so this will be psuedo-code.

Target calculation field in Sales:

_cSales1 = Case ( Type = "Monthly", ID, "")

Share this post

Link to post
Share on other sites

My first portal is to show the value of all invoices for that client.

My second is to show just Monthly sales values eg. 3 CDs and 10 images.

At the moment both portals use the client ID to link the sales file back to the client details file. I think by what you have said that if I create a new field in the sales file with the calculation:

copy clientID into relationshipClientID IF month field = January, February etc etc

I can match this with the matchfile in my client details file.

Is this right?

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

Sign in to follow this  


Important Information

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