Portal Filtering Question (Portal Filter)

[Chris C]

Hey!

Just had a quick question above filtering portal content...

I have a "case" page that needs to display data from a "contacts" table... the "case" table and the "contacts" table are linked via a joining table that contains simply a "case_ID" and a "contact_ID".

The trouble is, is that there are many types of "contacts". A user needs to be able to look at the "case" page and see all the different types of related contacts in their own sections.

To do this, I think I need to create a global variable in my "case" page that I can add to my portal table occurrence relationship (the linking table right?)... but [color:blue]how do I create multiple portals on my "case" page, all showing records from the same table, that have different filters on them??

For instance, I want the client section (portal to my joining table) to display only clients and my attorney section to display only attorneys...

Help much appreciated!

Thanks,

Chris

Edited August 1, 2007 by Guest

[mr_vodka]

Perhaps this recent thread could help you.

Filter Portal

[Chris C]

I've already read that post, but I don't think it will help in my situation... I need 10 portals on one page displaying different records from the same table... I didn't want to have to create 10 different globals and a new one for ever new portal I decide to add in the future...

Is there a way to make a portal filter records based on the fields that are inside of the portal??

[Fenton]

You can either create the 10 global (or unstored calculation) fields in the parent. Or you can create 10 calculation fields in the child, which only have the parent ID under certain conditions.

Either way would work. The child calculation fields would have to be stored, as they are targets of relationships.

[Chris C]

I would have to add all the global fields to the relationship between the parent and child table, correct?

And why do they need to be global? Can't I just make an unstored calculation that takes the type of contact from another field?

I wanted to avoid making lots of global fields, but I guess this is the only way??

Please correct me if I am speaking utter nonsense :

Edited August 1, 2007 by Guest

[David Jondreau]

If you want 10 different portals to simultaneously display 10 different filtered sets, you'll need 10 occurances of the child table to relate to the one parent table, each based on a different global (or unstored calc if you wish. I prefer global calcs for this sort of thing).

Not sure WHY you'd want to do that, rather than say, one portal which can be used to show any of those 10 filtered sets. Why must all 10 types be shown at the same time?

[Chris C]

Well, there are "matters" and for each matter there can be a number of contacts: usually one client, judge, attorney and mediator, but there can be 15 medical providers or witnesses.

I made everyone a "contact" and related all specialized information... this way I can dynamically add phone numbers and addresses etc...

I want the user to be able to glance at the "matter" page and see all the different types of contacts that are related to the case... this is hard though, since all contacts are part of the same table...

Should I be setting this up differently?

I attached a basic version of the file I am working on... I think it will help you visualize what I'm trying to do! I'm sorry it looks messy, I'm just trying to get it working first :

Thank you (everyone) for the help so far!

sample.zip