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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello all,

I'm having a problem getting my portal to give the results I want.

It's a fairly simple structure. Table 1=Sales people; table 2=orders. I have a portal on "sales people" layout listing orders. No problem. What I would like to be able to do is refine it more to show only orders occuring through a range of dates. Thanks in advance for the help.

Posted

Add two date fields to your SalesPeople table (make them global if you want the range to apply to all records in the table), dateBeg and dateEnd. Then add a relationship (or modify your existing one, if it will not break any other processes) based on

SalesPeople::ID = Orders::PersonID AND

SalesPeople::dateBeg <= Orders::DateOrder AND

SalesPepole::dateEnd >= Orders::DateOrder

Base your portal on this relationship and enter the desired dates into dateBeg and dateEnd.

This topic is 7043 days old. Please don't post here. Open a new topic instead.

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