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Self-Join Relationship: viewable via a portal?


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Posted

Hi All:

I have 2 related DBs: Projects and Project Tasks.

In one layout of Projects, I'd like to view a portal of Project Task records that have "Staff" within the Project Task field titled "Task Type."

In another layout, I'd like to view a portal showing only Task Types that are "Purchases."

Lastly, another layout with a Portal viewing the only other option for the field entitled Task Type, which is "Services."

Any help would be much appreciated...

Kindest Regards,

John

Posted

Rather than 3 seperate layouts and portals, create one that uses a global field on the left side of the relationship.

Link this to the relevant field on the right and then whatever you have in the global, only the related records will show.

So. If you typed in Staff in the global only those projects will show and so on for all of your different requirements.

HTH

Posted

One way is to have the relationships based on a calculations.

for example, in the project tasks have a calculation the does something like this

ProjectID & Type

then in the project, have a calculation that is something like this

Project & "Services"

do the same for every layout you wanted the portals for. then make a relation for each (and change the portal relation to the new ones).

then the portals will only show the records of the type you specify in the calculations.

lemme know if this isn't clear

This topic is 8331 days old. Please don't post here. Open a new topic instead.

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