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Claris Engage 2025 - March 25-26 Austin Texas ×

Removing Files from a Portal


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Posted

I have a list of projects which are displayed via a portal.

The portal displays only the entries speficied by a Global field which contains the project managers name.

Once a project is completed I require to hide the entry from the portal. Otherwise my users have to go through an ever growing list.

I have setup a script which changes the field "assignedto" which is the user name to become "Completed" thus making it disappear from the protal.

However when I script this step It seems as if the script will only work if the record I wish to change is the top most record in the portal.

Assitance requried please.

Posted

You are going about this in a difficult and confusing manner. Leave the PM's name as is and include a field which indicates the status as "Completed".

Then define a calc field = if ( status = "completed", "", PMName) and use this as the related field in your relationship which displays in the portal. This way the PMName will only display if the project is not completed, and still preserve all of your data.

Posted

To make sure I understand...

Create a Calc field which Puts either the "PM" name in or "Completed" based on Status.(i have several stages)

Use this field as the Relation to the Portal, if Status becomes "Completed" the Calc field will remove the PM name and auto enter Completed.

correct?

This topic is 8508 days old. Please don't post here. Open a new topic instead.

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