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Claris Engage 2025 - March 25-26 Austin Texas ×

show subset of portal?


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  • Newbies
Posted

Hi all. I'm not sure if this is possible but I'm hoping one of you gurus out there can confirm.

I have a portal in DB1 which displays the contents from DB2 based on a shared ID. When you type in any given ID the portal will show the following wherever there is an ID match.

Portal-Row-1 DB2_Field_A DB2_Field_B DB2_Field_C

Portal-Row-2 DB2_Field_A DB2_Field_B DB2_Field_C

Portal-Row-3 DB2_Field_A DB2_Field_B DB2_Field_C

Etc...

Nothing fancy and it works fine but the only trouble is it shows all records that match the ID and I want to be able to show a subset based on a user selection. Is there a way to limit what the portal will show based on a additional secondary value. For example, could I show the records only where there's an ID match and a user selects some additional criteria such as DB2_Field_A=X.

Thanks in advance for any suggestions.

Posted

Yes this is possible.

In the transaction file, create a calc field, that test to see if

DB2_Field_A=X, if so then display the Shared ID Field.

In the main file create a relationship between the Shared ID field

and the newly created field in the tx file.

Note since the field is calculated in the tx file you won't be able to

add records through this relationship/portal.

  • Newbies
Posted

Stephen, thanks for the reply. BTW, this is a really a great site with a wealth of information.

Anyway, in my case data is entered through the portal so the solution you suggested will not work. Also, the X that the users select is a date.

Any other thoughts on how to do this or is this not possible?

Thanks again

Cliff

Posted

How about a second relationship and a second portal to go along with it?

You can get really tricky by creating fields on which to base the 2nd relationship, then have a script set the fields of the found set to the correct ID. I'm skipping quite a bit, but I think you'll get the idea (besides, it's late Sunday night as I write this, and I was traveling all weekend, and I'm beat, so there).

This topic is 8337 days old. Please don't post here. Open a new topic instead.

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