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Claris Engage 2025 - March 25-26 Austin Texas ×

one table one layout two portals?


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Posted

Im looking to accomplish the following:

I have one table - a transactions table that has two types of records: expenses and income in it. They are defined with a TransType field.

I would like to have a screen that does something like this:

top area--------------------------

transaction entry area

----------------------------------

list of income list of expenses

the top portion would have an entry interface

below that would be two portals - one on the left showing income one on the right showing expenses.

I can get one portal working fine - but I cannot figure out how to make a portal only show category income. If I can do that I can make a second one and show only cat expenses.

How can I specify a filter for the portal? I see many sort options, but nothing to say "only return the records to this portal that meet XYZ criteria"

Thanks in advance for any guidance you can provide.

Posted

just create 2 calculation field (indexed)

Transac::expense_const = "Expense"

Transac::income_const = "Income"

and then create 2 occurences of your table for expenses and incomes and create a relation from your main table with the calculations to the occurences in TransType field.

t.zip

This topic is 5597 days old. Please don't post here. Open a new topic instead.

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