how to display the total portal row records in the parent layout?

[James Chung]

I want to display the total contacts for each company but I don't know how to do it. Could anyone help me? Thanks.

PS: if a contact change to the different company, the result of total contacts must change to.

Thanks

James

Total_contacts.zip

Edited April 11, 2008 by Guest

[CobaltSky]

Hi James,

There are several ways to do this (which is best depends on how you want to use the information). Here is one method:

In the Contacts table, create a Summary field called sTotalContacts, and define it to return a count of the contact ID field (whichever field is the primary key in the contacts table).

Now, below the portal on the Company layout, add the sTotalContacts field, sourced from the TO that the portal is based on. It will display the number of contacts for each company, and will update as the number of contacts changes (and/or as the screen is refreshed).

See if that does what you want. :wink2:

[James Chung]

Thanks for your help, this is what I need. Could you use my file and change it for me so that I can understand it more. I am a novice. Thank again.

Best Regards,

James

[mr_vodka]

Hi James,

I dont think that this really requires an update to your sample file. It should be pretty straight forward and am confident that you should be able to get it quickly.

1. Create a new summary field in your Contacts table. It will then ask what options that you want for your summary field. Select the 'Count of' option and then pick your ContactID field since that is the most reliable to count as it is your primary key.

2. Go to the 'companies' layout and now put that RELATED summary field on the layout below the portal.

[James Chung]

Hi, thanks for your reply. I think I did what you have mentioned to me, but I only get "1" in the result, what went wrong? Could you help me again by changing my file.

Thanks

Best regards,

James

Total_contacts_-new.zip

Edited April 10, 2008 by Guest

[mr_vodka]

We did not say to use a calculation field, we said to use a SUMMARY FIELD. In define fields, choose the type of summary.

[jeffe]

Hi James,

Try this...

Thanks jeffe

Total_contacts_-new2.zip

[James Chung]

Thanks a lot. I now have learned two different ways to do it already.

James

Edited April 11, 2008 by Guest