Filter in a Portal

[RodM]

dateEntered ...Auto enter

acct ...1000 ////mother Account

last_name ...Smith ////child Clients

We create accounts stuffing patients under

In a portal, we have a client list of lastnames sorted by date

In each acct# has 1 record--the lastname default is "Office"

In a portal..i am trying to Exclude records = "Office"

Seems simple..

[dstuchbury]

If I understand correctly, this is quite simple to do. This is how I'd do it...

Create a field in the parent table called "z_Office" for example, make it autoenter the word "Office". In the relationship between the parent and child tables, add a "not-equals" relationship between your z_Office and last_name fields.

You'll need to set the z_Office field's value to your existing records by placing the field on the appropriate layout, and using the Replace Field Contents command - inserting "Office" in the calculation box.

You then won't see records where the 'last_name' is "Office" in your portal.

Hope this is clear, and helps.

Regards,

Dan