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Portal Find Specific Record and Pull our Result

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Hello...

For this purpose I'm using 2 tables. A master estmiate log and an Events Log.

I'm currently using a portal to display a series of events related to an Estimate... The events are "Bid Due" "Walk Through", etc. and list the date and time of each.

I want to be able to pull the "Bid Due" date and time only and show them on the main layout page of my Estimate Log.

How would I calculate and/or script going into the portal, finding the field containing the entry "Bid Due" and then pulling the date and time to display in the Estimate Log Table?

Thanks.

Joe

How about a portal that links on estimate number AND event = Bid Due

See the attached file

HTH

Dan

EventTest.zip

  • Author

Dan,

Thanks for getting back to me... I'm trying to attach a file here which explains better what I need to do.

Any more insight is appreciated.

Thanks!

Joe

eventtestdemo.zip

Make your estimate Due Date an unstored calculation like below...

Case ( events::event type = "Bid Due" ; events::event date;"" )

  • Author

Perfect!

Thanks!

-joe

  • Author

Dan,

An issue comes up with this solution... If the "Bid Due" record is not the first event in the portal sort, then it doesn't see the calculation. Is there a way to have it search the entire found set in the portal?

Joe

One way to do it would be to add a calculated (or auto-enter with 'Do not replace' deselected) number field in your events table of event type = "bid due". This field will then contain a 1 in 'Bid Due' event records and zero in all others. Then change your relationship to sort by the new related calculation field, in descending order. This will force the related 'Bid Due' event to be the first related record. You can then simply put the related event date on the layout. Since your portal is defined to sort by event date, sorting the relationship otherwise will not effect it.

See attached for modifications to your file.

Note that if you could have more than one related Bid Due record, the solution will not be this simple.

eventtestdemov1.zip

  • 2 months later...
  • Author

Old post, new issue...

The previous guide was very helpful.

Now, Is there a way to break 4 (or more) possible event types out of a portal so that they can be used in stand alone fields?

Let's say I have 4 event types and corresponding dates -

date received - 5/1/05

walkthrough - 5/5/05

dwgs out to subs - 5/6/05

bid due - 5/15/05

All of these are entered via a porthole relationship and then later used in a calendar report.

Now, can I take the individual data (ie: the date received) and have it populate a stand alone field?

-any help is appreciated!

thanks

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