Portal Sort through a Portal

[Ben Parks]

Hey all. Here's the dealio.

I have a Prospects Table. Each prospective client record has a marketing campaign assigned to it. Thusly, I have a Campaigns table with a portal showing all prospects assigned to that campaign.

Each Prospect has a portal assigned to a table of ContactHistory for that client. So, the relationships are linear so far: ContactHistory -> Prospect -> Campaign.

The Prospect Layout is sorting the ContactHistory in descending order by date, latest contact history on top. My problem is getting the latest ContactHistory to be shown on the Campaign page. When I sort the relationship between the Prospect and the Campaign, it sorts one level down, showing the companies in the order of most recently contacted down. I don't really need that. What I do need is for the data that is pulled from the Prospects page to include the latest ContactHistory. It's pulling the most recent. So a simple relationship sort or portal sort isn't doing it.

Any thoughts? I really appreciate it.

[Ben Parks]

Anyone?

[bcooney]

"each prospective client record has a marketing campaign assigned to it" Just one? If not, then you need a join table of Prospects/Campaigns.

Does the ContactHistory record have a _kF_CampaignID in it? If so, then the relationship from Campaign to ContactHistory is by CampaignID, and you can sort the relationship portal date desc.

Edited February 12, 2009 by Guest