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Claris Engage 2025 - March 25-26 Austin Texas ×

Viewing multi tables in a single Portal


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Posted

Good Day -

I have a customer file, I want to view past invoices for each customer in a portal in the customer file. I want to look at the customers entire history so I need to portal into Invoicng 2007, Invoicing 2006, Invoicing 2005, etc. and show all past invoice history.

What's the best way?

Thanks in advance,

Royce

Posted

Why are there individual tables for each year? There should be an invoice table. In there you can just have a simple number field with calculated result that does Year ( InvoiceDate ).

Then use portal filtering to allow the user to access a pulldown menu or popup, and select a year from the menu. It should display the invoices for whatever year that the user selects. You can find many many posts with examples on here regarding portal filtering.

This topic is 6527 days old. Please don't post here. Open a new topic instead.

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