Same Layout Portal Issue

[Jimjmn]

I am wanting to place a portal on my layout that contains data from the records that are created and stored in the same layout and table. What type of relationship do I need to make?

[mr_vodka]

Create a self join using the Cartesian join operator 'X' with a new table occurence of the table.

[Jimjmn]

Thanks a bunch mr_vodka . I just noticed you're in my home town. How is it there these days?

[mr_vodka]

I'm still pretty new to Charlotte but I'm adjusting. ;)

[Karen2]

I am trying to do the same thing except 2 of the fields in my current layout (that I'm trying to add to a portal in the same layout) are from a related file. How do I link them to the portal?

[mr_vodka]

Hi welcome to the forums. The question is not detailed enough. Could you elaborate with as much detail as you can?

[Karen2]

Thanks for the welcome....

I've attached a pdf of the file. It's an "hours" sheet so we enter the project/times we are working on as individual records. Then all records for a specific day are recorded below via a portal.

The problem is this: I have it related so when we enter the Job# for a record, the Client Name and Project Name automatically appear in their respective fields. As you can see, those two fields are not showing up in the portal. I must have the portal related incorrectly, but I'm not sure how.

Hours.pdf

[mr_vodka]

It's an "hours" sheet so we enter the project/times we are working on as individual records.

I am not following. If you are entering the project and times are individual records, then what is the portal for? Are you just trying to get a lost of all the records for that same date in the portal?

Then all records for a specific day are recorded below via a portal.

? I thought you were entering the data as records. Why are you trying to use the portal to enter a new record then?

[Karen2]

Yes, I'm using the portal to list all of the projects worked on for that day.

I'm not trying to use the portal to add new information, I just want the information from the records to automatically show up in the portal...which it does for every field EXCEPT the 'Client Name' and 'Project Name'.

Does that make more sense? Thanks for your help with this.

[mr_vodka]

You need to have the portal show the records of a self join relationship based off the date field.

Make sure that the fields on the portal are from the child side of the self join relationship.

[Karen2]

You need to have the portal show the records of a self join relationship based off the date field.

I had done that.

Make sure that the fields on the portal are from the child side of the self join relationship.

Can you elaborate...I'm not sure I understand.

[mr_vodka]

Are project name and client name related fields?

[Karen2]

Yes, they are.

[mr_vodka]

Maybe you can post a file?

[Karen2]

I just figured it out! It was a simple linking issue all along. Load off my mind.

Thank you so much for all your help. Happy Friday!