Multi-value filtered portals

[PaulS]

Hi everyone!

I'm having a problem with some portals and I wonder if someone could give some advice...

I have a contacts table and a tasks table. Firstly, I want to be able to filter portal 'a' to show tasks by status - which I have done with a global field with the task status value list.

- not started

- in progress

- waiting on response

- complete

But I would also like to be able to filter portal 'a' to show all tasks that are not 'complete' as well as by the other status categories.

Secondly, I would like to be able to click on a row in portal 'a', highlight the row - which again I have done - and then the problem is getting the details to appear on the same page in portal 'b' for editing.

Many thanks in advance for your help with this...it is greatly appreciated.

Regards, Paul

[comment]

1. Change your global field to checkboxes?

2. If you have done the row hilite, you already have a global field holding the SerialID of the hilited task. Define a new relationship to the Tasks table, linking the global to SerialID in Tasks 2. Then place related fields from Tasks 2 directly on the Contact layout (you don't need a portal for a single related record).

[PaulS]

Thanks for that...sometimes you get to close to the problem.

However, I didn't use a checkbox in the end as it takes up to much screen space. But it made me think about it on similar lines. Instead I added 'All' to the value list. Then added an auto-enter calculation to the field: -

Case (

gFilter_ListingsStatus = "All" ; "All¶Not Started¶In Progress¶Waiting on Response" ;

gFilter_ListingsStatus = "Not Started" ; "Not Started" ;

gFilter_ListingsStatus = "in Progress" ; "in Progress" ;

gFilter_ListingsStatus = "Waiting on Response" ; "Waiting on Response" ;

gFilter_ListingsStatus = "Complete" ; "Complete"

)

So now if 'All' is selected, it is automatically replaced by the other task status values.

[comment]

It's not a bad idea, but I'd find clicking in the field AFTER selecting "All" a rather annoying experience - perhaps a separate calculation field would be more appropriate here.

BTW, the calc can be simplified to:

gFilter_ListingsStatus & Case ( gFilter_ListingsStatus= "All" ; "¶Not Started¶In Progress¶Waiting on Response" )

---

You might also want to look at the demo posted here.

Edited February 7, 2006 by Guest

[PaulS]

thanks for the simplified calc.

What do you mean click in the field after selecting 'all'? If you select 'all' the portal automatically updates with no extra clicking. Do you mean to get rid of the selected field outline?

I'm also setting the global to 'all' in the startup script and when navigating to that particular layout.

[comment]

I mean when you want, for example, to change "All" to "In Progress", the display is confusing.

[PaulS]

I thought it was a bit when it was a pop-up list. I changed it to a pop-up menu with a separator between 'All' and the other values. Looks much cleaner.