I would like to know if it is possible to have a found set of records in a portal for a related record? EXAMPLE: (Table1 = Service Calls, Table2 = Employees) On Table2 there is employee info with a portal that displays all the service calls made by each employee. (This part works fine) The problem I'm having is when I try to do a find to see the service calls for a particular employee within a given date range. It seems to be returning all service calls, not just the service calls for that particular employee. (This strange due to the fact that when all records are shown, the portal only shows service calls related to the specific employee) Any help would be greatly appreciated.

Thank you.

Edited April 11, 200817 yr by Guest

Searching related records through a portal will return the parent (employee) records that have one or more related records that match your search criteria. It won't affect what the portal normally displays, i.e. all the records defined by the portal's relationship.

What I would do is make two global date fields, one for starting date and one for ending, and then make a new relationship based on those fields + the employee ID. Copy your exising portal, put it inside a tab object, and make a new tab. Paste the copy into the tab and then redefine this copy's portal and fields to use your new relationship.

Hope that made sense. Search for filtered portal and you may find some example files.