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Claris Engage 2025 - March 25-26 Austin Texas ×

Portal showing unrelated records in related table?


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Posted

Hi -

I'm trying to create a layout for assigning items to something like an invoice. No problem creating a portal to show items already assigned (ie related) to that invoice via the invoice ID.

But I'd like to have a second portal on the layout, showing items that have not yet been assigned to any invoice to pick from. I initially tried to figure out a way to show any item with nothing in the invoice ID field - but by definition those are unrelated records, so couldn't figure out how to show in a portal. I can create a separate layout and run a script that searches for records with that field blank - that works, but is not what I wanted.

There is also a boolean field (yes/no) for whether an invoice has been assigned (InvAssign). So I thought the second portal could use this. I created a global, gave it the value NO, and tried to use that global to relate to the InvAssign field of the table of items thinking that would work for the second portal - but it doesn't seem to work. Actually, it just shows the first such item, but no more.

Is this something that can be done? If so, why does this approach not work? Shouldn't the second portal show all items with No in InvAssign? I tried to do this two ways - using the same table occurrence as the first portal, and also by creating two separate TOs for the second portal - neither approach seems to work.

Thanks,

Michael

Posted

Not completely sure this will help but take a look at it as it will certainly give you some ideas:

http://fmforums.com/forum/showtopic.php?tid/180278/

HTH

Al

Posted

Try the attached file....

I think this is what you are trying to do?

Its a very simple way of posting invoices to a unique ID. You will have to put conditions in the script to not allow more than the portal rows you have shown.

Ben

Invoice.zip

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