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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I have a customer layout showing all of my customer and a portal on that layout from the orders table, showing all the orders placed by a customer. Some customers have many order, so is it possible to do a search function that would find a certain criteria within the portal information? For example, do a search for all order by that customer on a certain date(date is a field already in the portal)?

Posted

Yes.

Such a search will find all of the *master* records that have one or more *related* records that match the criteria typed into the portal fields.

  • Newbies
Posted

Let me re-phrase the question. I don't want to find master records, I want to filter what portals rows are shown on a given master record. Is that possible?

Posted

Yes, it is done by setting the portal relationship to only show the desired related records. This would be an AND relationship such as Customer ID = Customer ID AND gDate = Order Date. gDate is a global date field set to the date you are interested in. You could use > or >= to get all orders from this date or you could use < or <= to get all order before this date.

  • Newbies
Posted

How would I get that to work with particial products name? Example: I enter iPod and I need to to bring up iPod, iPod Mini and iPod Photo.

Posted

I guessing here, but the product name would be in the order line item table. You might try using a calculation = Left ( ProductName ; 4 ) in the line item table and use this in your relationship, but this is a different problem than what you stated.

I would think that you would do a find in the line order item table to get this type of info.

Posted

If you perform a search in a portal you will get the records in the current file (table) that have the serach item in the portal. This sometimes gives results that you were not expecting. I do these searches in the related file (table). If I want to show the records in the first file (table) I go to a layout that has only one field the ID of the first and the copy all records. This produces a list od ID's which I Paste into a global field. Using this global field as a key in a new relationship, I use a GTRR with show only related records. This is all done by script.

This topic is 7096 days old. Please don't post here. Open a new topic instead.

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