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Using Find in portals

Featured Replies

Hello

I would like to be able to find portal records and have just those returned in the portal - the find function works on the main table rather than the portal table for me.

Thanks

G

That's how it's supposed to work... When you do a find in a layout, even when searching related fields, the records returned will be the matching records from the table that corresponds to your layout, not the related records. If you want to show the related records that are in the portal by using a layout tied to the related table, you can use the Go To Related Record[] script step to show those records.

If you actually want to find records in the related table, you need to perform the search from a layout tied to that table...

Hope this helps,

Dana

  • Author

Thanks very much, I shall try that

g

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