Portal Filtering Help

[Joseph31]

I know this questions has been asked about 1000 times on this forum, but after reading all of them I think I might be more confused.

Outline:

Policy_Page [has basic info on a policy ie policy number, face amount etc...]

Policy_Note Page [has basic info on what is typed in on the portal ie: date, subject and check boxes to indicate which categorize the note should be filtered in]

Relationship:

Policy_Notes::Rel_PolicyID = Policies::PolicyID

Policy_Notes::Chk_1 = Policies::Chk_1

Question:

Is there a way to use the check boxes on the portal (On Policy_Page) to filter the portal.

Ie: I click the check box "1" -- want it to show only items related to "1"

I can get some part of this to work but when I want to show all information and unchecked the check box "1" nothing shows up.

Thank you,

Joseph

How can I do this?

[comment]

I am guessing from your other thread http://fmforums.com/forum/showtopic.php?tid/198547/ that the Chk_1 field in the Notes table is an unstored calculation. If so, it cannot be used in the definition of a relationship. Search the forums for "Ugo method" for a possible workaround.

[Joseph31]

Chk_1 field is just an text field with a defined value of "1". Just need help on filtering the portal so I can see everything or just chk_1 field items.

Thank you

[comment]

Then it should work with what you already have.

[Joseph31]

It does show all entries with Chk_1 checked -- but how do I show all entries at once.

What I would like to do is when I click Chk_1 it show only those items in the portal (which it does) but when I unchecked Chk_1 I want it to show all entries. (now the portal goes blank)

Thank you,

Joseph

[comment]

Ah, I see now. One way to do this is make the calculation in the child table (PolicyNotes) return a constant value IN ADDITION to the actual result, for example:

Case ( ; "Special" ) & ¶ & "All"

Then in the parent table (Policies), switch the filtering field between "Special" (show only some records) and "All" (you guessed it). You can use a calculation field behind the scenes to switch the values according to the checkbox status.

Note that the fields on both sides of the relationship must be of type Text for this.

[Joseph31]

Did not think I could do a portal off a calculation field. Can you show me a real (simple) example of this?

Thank you,

Joseph

[mr_vodka]

Here in an example of a filtered portal with an "all" option.

Filter_Portal.zip

[comment]

Did not think I could do a portal off a calculation field.

You can, provided the calculation on the child side can be indexed (i.e. stored). See the attached example.

Filter.fp7.zip

[Joseph31]

Perfect -- Thanks guys

It works perfect