portal/relationship quest--records not showing

[chikanyc]

I have a relationship/portal question.

I am currently using three primary keys: Contact ID, Company ID, and Request ID.

A Company can have many Contacts.

A Contact can only belong to one Company.

A Request can have one Company, and multiple Contacts.

The catch here is that because Contacts switch Companies so much, the Request can have one Company, and Contacts from different Companies.

On individual Company pages, I created a portal using “EstRequests” as the basis—it gives me a list of Requests (Requests ID) that a Company is associated with. HOWEVER, when I try the same thing on an individual Contact page, it does not work! The only Requests that appear in the portal are those that are associated with the Contact’s current Company. I want to be able to track requests by Contact ID as well.

Does anyone have any suggestions? Thank you!!!

[stanley]

chikanyc:

Welcome to the Forums.

Your "EstRequests", because it is flowing through "Company", will only show Requests which match the contact's current company. To show all of the contact's Requests, regardless of Company, you should set up a relationship akin to the TOs you've got to the lower-right of "Contact" (i.e., "EstRequests 2", "EstRequests 3", etc.) as the basis for your portal, linking the ContactID in "Contact" directly with the ContactID in "EstRequests".

-Stanley

[chikanyc]

Thanks for the reply!

But I have a follow-up question...My portal can only be based on ONE Table Occurrence. Is there a way that I can put all of the Table Occurrences (EstRequests2-5)into one? Because right now, if I can only set my portal basis on one TO, any Requests in which a ContactID = ContactID_AD will not show up in a portal with the basis of EstRequests4 where ContactID=ContactID_CD. (Sometimes a Contact who was an AD will become a CD.)

Thank you!