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Claris Engage 2025 - March 25-26 Austin Texas ×

Merge field containing related portal fields


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Posted (edited)

I am designing a print layout that is orginized by Contact ID records. I have a seperate table that contains phone numbers. For each Contact ID record, I want to display the related records from the Phone Numbers table. I would prefer not to use a portal with sliding settings, because as far as I can tell, an emty entry line apppears below the bottom portal record. The portal takes up too much space, and I need the contact records to appear as compact as possible.

For fields that are within the Contact ID table, merge fields have been the best for a simple and compact layout.

Is there a way to insert a merge field the will display related records from another table? The number of records visible needs to expand and contract according to how many related records there are. This merge field <> only displays the first related record- is there a way to get it display the remaining related records?

Edited by Guest
clarification
Posted

I had a similar problem. I wanted to print a list of calls to be made and include phone numbers as well. (Phone Numbers is a separate table for me as well.

I created a list view layout and within the list view I inserted a portal for phone numbers that showed the first 4 lines. So I get:

Cell Number

Fax Number

Office Number

Office Number 2

I figure if we can't get the contact at one of those numbers it is time to go call the next one anyway. :)

Prints out fine.

HTH

Al

This topic is 6610 days old. Please don't post here. Open a new topic instead.

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