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Grouping certain "statuses" together in a portal


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Posted

Is there a way to group records that are marked by a status field as "Active" together in a portal? For example, I have 5 records

1)Active

2)Active

3)Inactive

4)Active

5)Inactive

I would ideally like for all the "Actives" to be together and the same for the "Inactives" in the portal as such.

1)Active

2)Active

4)Active

3)Inactive

5)Inactive

I would also like to highlight the "Active" portal rows with one color, and the "Inactive" rows with a different color. Is that possible?

Thanks in advance for any help.

Posted

For the color have you tried conditional formating? If Value Contains Active text color is green.

You can have the portal sort by whatever. I have my sort by date. I just right clicked (sorry not MAC friendly) and goto sort and pick the field you would like it to sort.

Posted

Yes, conditional formatting is only allowing the "Status" field to change colors,not the entire portal row, and sorting by "status" doesn't seem to be working either. I have 2 "actives" (starting at the first row in the portal), then an Inactive, then an active, then an Inactive, and when I cick on sort by status, nothing changes. I would expect all the actives to group together, but nothings changes.

Posted

Hi zcast,

For highlighting a portal row, select every field within the row and make the fields completely fill the row. Attach your conditional formatting to each field (same calculation). You can also use calculation container etc and place the container behind the text but that is PIB and unnecessary.

If sort is not working then you might check the portal table occurrence name and the fields within it and the sort attached to the PORTAL are all correct then it would sort properly. Remember to sort the portal and not choose Records > Sort from the main FM menu. Portal sorts even take precedence over relationship sorts. If you are still having problems, you can zip and attach your file. :smile2:

Posted

Thanks to both of you. LaRetta, I did eventually figure out exactly what you said to do, and it works great. Now, if I have say three portals on one layout, how can I get an "inactive" to transfer from portal one, say to portal two. I would like to have one portal with just the "actives", one with just "inactives", and so on, all on one layout.

Posted

Create an unstored calculation calculation in your main file called cStatusActive with "Active". Include that in new relationship called Active and match as:

Main::MainID = Child::MainID

AND

Main::cStatusActive = Child::Status

Place that 'active' portal on your layout. Repeat with Inactive etc. However, to save space you might consider using one global text field in Main and attach your Active/Inactive value list to it. And use only THAT in the relationship. In this way, you can filter what appears in ONE portal by changing the global.

This topic is 5487 days old. Please don't post here. Open a new topic instead.

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