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Claris Engage 2025 - March 25-26 Austin Texas ×

Advanced Portal Functionality


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Posted

Three tables:

PERSON - one individual

LETTER - one letter

SENTLETTER - one letter sent to one individual

If I am looking at a PERSON record, and I have a portal of all of the letters that should be sent to that person, can I have in that same portal the related "Date Sent" field from SENTLETTER so that it only comes up on those letters that have a related SENTLETTER record for that one PERSON record? I can't seem to make this relationship without making a global in LETTER and populating it through a script with the current PERSON Unique Serial.

This should be able to be done, but I'm not sure how. Any help on this would be greatly appreciated.

Thanks all,

Michael

Posted

The portal should be from Person to SentLetter. You could use what I call an "If" ID, in SentLetter:

_cPersonID_if_Sent =

Case ( not IsEmpty (DateSent); PersonID )

Then target that from Person, and use it for a portal of letters sent (to that person). The above only makes sense if you have records in SentLetter which do not yet have a DateSent, ie., letter drafts. Otherwise I have no idea what exactly you've got in there.

I also have no real idea what "Letter - one letter" means; a letter template?

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