conditional portal

[Heathbo]

Is it possible to create a portal that shows records from another table, but filters what is shown by information in the record your currently viewing?

[Slobey]

I am not sure what you mean. Any portal based on a relationship will change depending on which record you are using.

For example if you have an invoice table and a line item table that are related. You place a portal in the Invoice tabel layout showing records from the line item table, then it will only show records from the invoice you are viewing.

Is this what you meant?

[Heathbo]

I guess what I mean is, say I have this:

Table 1: titled "Food"

This table has records with titles like Apple, Pork, Carrot, Cereal, Pear, Beef, Tomato.

Table 2: titled "Category"

This table has records in it with titles like Vegetables, Fruit, Meat, Grain.

This table has a portal in it with access to Table 1.

Is it possible to set up this portal to only show the the records "Apple" and "Pear" if the record your viewing in Table 2 is the record titled Fruit?

[PeterHW]

Sure, but you'll need to add a "Category" field in Table 1 to base the relationship on. So for each item of "food" in Table 1 you will need to enter the category. Then you create a new relationship based on Table2::Category <=> Table1::Category and make the portal based on that relationship.

To prevent mistakes with data entry in Table 1, define the category field format as a pop-up list, using a value list. Define the value list to use "values from field". Select the category field from Table 2.

HTH,

Peter

[Heathbo]

Thank you so much. I'm not quite sure why it works, but it works.

Thanks again

[Heathbo]

Question? What if I change the title of table 1 to cart, and add categories that aren't food, ie. plates, spoons, forks. How then would I filter the portal in table 2 to only show food?

[Heathbo]

Never mind I figured it out.