This may be easy for most of you. I appreciate any suggestions.

Notes for customers get created from one layout.... the user checks the "Service Notes" checkbox when the note is created. (if it's a service related note)

A check box is used to tag the note/data as "Service Notes" and non "service notes"

Now, what I'm trying to do is in:

Tab1 / Portal 1 - I want to display a list of notes that were created which are not service notes (check box not checked).

Tab2 / Portal 2 - I want to display service notes only (check box checked)

You can have a global calculation field (number type) with the value of 1. Then from this global field, you have a relationship to the Service Notes field. This field should just be a checkbox with a value list of '1'. So when it is checked, then field's value becomes 1 and when unchecked, the value is cleared. You can use this relationship for your first portal.

For you second portal, you can create another relationship to a new table occurance of the child table. Then you create basically the same relationship with the same two fields. However, instead of using the equals ( = ) sign, use the does not equal ( ≠ ). This will now show all records which are not checked.

Great advice! Also thanks for the white paper link. You've been very helpful. :