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Simple Portal Question

Featured Replies

File one:

Record number field

Process field

Category field

File two:

Record number field

Category field

Portal containing Process field.

If File one, Record number=::File two, record number for the portal and the Process field within the portal then this Process field returns all Process entries of File one for a particular Record number, regardless of category.

What relationship(s) are needed to get the portal to only return only the Process entries of File one by only one particular category for a particular Record number without the category field being present on either the general layout or the portal of File two?

I think you need both "record number field" and "category field" in your relationship.

Might be wrong, tell me if it helps or try clarify a bit wink.gif

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  • Author

well I figured as much but haven't seen it work yet. I suspecct that I need to create a constant for the value of the category -- but I get lost on this -- I'm a newbie. Thanks:)

maybe try with "record number" as exact match (=) and "category" as show all records (x)

double click on the relationship to change it

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  • Author

Thanks again! I tried your relationship suggestion for the portal and the field inthe portal and combinations with record number=::record number -- not there yet ....

There are several Processes and several categories.

When I create a relationship Record number =:): Record number and the process field in the Portal is the same it returns all Processes for th Record number (not limited by category).

What I need is a way to limit the return to one of several categories -- either a constant value equal to the specific category or some other relationship (and I have tried just about every combination between category, process and record number I can thinnk of .....

Still stuck.

Multi-criteria relationships in pre-FM 7 versions require concatenated key calculation fields, such as, Category & "_" & RecordNumber.

I'm assuming FM6 can not do multi-condition relationships? I was able to get the results I think you want by doing the following in FM4 (I would upload the file but I'm working on Windows OS)

Try creating a calculation in both files, for example:

RnC = Record & "-" & Category

calculation result is Text

then base the relationship on the Calculation field so it will only show processes where the Record Number & the Category both match.

  • Author

That was amazing -- it worked right off the bat!!!

Thanks a gazillion!

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