gregorytan Posted December 30, 2008 Share Posted December 30, 2008 I had created a file with two layout inside. This two layout are One Delivery Order and One Job Process Record. All this two layout is relationship with a field can Job No. And at the Job Process Record Layout I create a field call Invoice and with drop down list of COMPLETED, NOT COMPLETED and TO Bill. I also had another field call Billing and been set like below: Case ( Job No = Delivery Order::Job No: and Invoice = "Not Complete"; "To Bill" ; Job No = Delivery Order::Job No: and Invoice = "Completed"; "Completed" ; Job No = Delivery Order PEARSON::Job No and Invoice = "Completed"; "Completed" ; Job No = Delivery Order PEARSON::Job No ; "To Bill" ; Job No ≠ Delivery Order::Job No: ; "Not Complete" ; ) All this work fine, only problem i have is that i create another layout with portal and a field with drop down list Completed, Not Completed and To bill. I set the relationship with the Job process record layout field: TO Bill. But they is nothing come out on the portal. Here i try to use the portal method to show only the data on TO Bill or Not Complete Is anyone can help. Thanks gregory Link to comment Share on other sites More sharing options...
RalphL Posted December 31, 2008 Share Posted December 31, 2008 (edited) Welcome to the Forum. I am having trouble understanding your system. Do you have one table with two layouts or do you have two tables? If you could post your file it would help. Edited December 31, 2008 by Guest Link to comment Share on other sites More sharing options...
gregorytan Posted January 1, 2009 Author Share Posted January 1, 2009 Hi Happy New Year and thanks for you reply. I will create and post my file for you to take a look. Link to comment Share on other sites More sharing options...
gregorytan Posted January 1, 2009 Author Share Posted January 1, 2009 Hi RalphL I had created a file with 3 layout. The layout name are: Job Process Record Delivery Order and To Bill Record. The problem on the To bill Record, which the portal is not working. I try to show all the To Bill field record on the Job Process Record. Thanks gregory Portal_problem.zip Link to comment Share on other sites More sharing options...
RalphL Posted January 1, 2009 Share Posted January 1, 2009 Your problem is that the field To Bill is an unstored calculation. You can not make a relationship to to an unstored field. If you look at the Relationship Graph you will see a vertical line next to To Bill in the Job Process Record TO. This means that relationship is one way from this TO. The fix is to change the calculation to a text field and make it auto-entered by calculation allow replacement of existing value. Link to comment Share on other sites More sharing options...
comment Posted January 1, 2009 Share Posted January 1, 2009 Hi Ralph: I am afraid that's not going to work, since the text field will not update when the related "Delivery Order" status changes. I am not quite sure what the purpose here is - maybe it could be solved by a simple find of the jobs to be billed. But if the requirement is to filter a portal to jobs based on the status of their children, then either more relationships are required (the "Ugo method") or some parts must be scripted. Link to comment Share on other sites More sharing options...
RalphL Posted January 2, 2009 Share Posted January 2, 2009 It works in the sample file. Link to comment Share on other sites More sharing options...
gregorytan Posted January 2, 2009 Author Share Posted January 2, 2009 Hi RalphL and Comment Try and found that the TO Bill field is not change to "To Bill" is still "Not Complete" when they is a Delivery Order create. The purpose is to Let the account department know that the Job had been Delivery and can start billing. Thanks gregory Link to comment Share on other sites More sharing options...
comment Posted January 2, 2009 Share Posted January 2, 2009 How many deliveries can one job have? Link to comment Share on other sites More sharing options...
gregorytan Posted January 2, 2009 Author Share Posted January 2, 2009 Hi Comment Sometime can more than 10 delivery. cheers gregory Link to comment Share on other sites More sharing options...
comment Posted January 2, 2009 Share Posted January 2, 2009 So how is this decided and recorded? Your calculation doesn't make much sense, because: Job No = Delivery Order::Job No is always true, unless there is no related delivery record. If there is one (or 10, or 100) it will be true - because that's how the relationship is defined. You need to explain the real situation: what needs to be done for a job to become billable? Link to comment Share on other sites More sharing options...
gregorytan Posted January 2, 2009 Author Share Posted January 2, 2009 Hi Comment Sorry, no a issue on how many delivery as long as they is one delivery, my account were take note. I have another way to monitor more delivery Order on one Job. I only need to find a way to let the account know that the job had been start delivey and on the Job Process Record, I also have another portal to show on the "not complete" job. Cheers gregory Link to comment Share on other sites More sharing options...
comment Posted January 2, 2009 Share Posted January 2, 2009 I still don't understand the logic behind your calculation, but this solves the problem of it being unstored, at least. Portal_problem.fp7.zip Link to comment Share on other sites More sharing options...
gregorytan Posted January 2, 2009 Author Share Posted January 2, 2009 Hi Comment Thanks for you help. I had try it out and that good for me. Thanks Cheers gregory Link to comment Share on other sites More sharing options...
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