Filtered Layout

[robbyo77]

I'm new, so forgive me if this is too simple.

I have 1 table called PEOPLE. Each Contact has a required "category" field (Child, Student, College, Adult). I have a layout for each category, because I want to display slightly different fields for each group.

I want to make sure that each layout only EVER shows people from 1 category at all times. I've been able to do this on a basic level. Where I run into problems is when I want to Go To Related Record.

For example, I have my people related to each other in a FAMILIES table. I have the family relationships showing up in a portal on each layout. There is a button on each portal row that directs me to the related record's details in the proper layout. The problem is, all the other people show up in that same layout in a found set.

If I'm viewing Tommy Smith - Student...

He has 3 family members

Bill Smith - Adult

Jane Smith - Adult

Jeff Smith - College

I want to view Jeff Smith, so I click the button next to his name.

What happens right now is Jeff's info shows up on the College layout (like it should), but Bil & Jane (who are adults) are there too. I don't want their info to show in the College layout.

Do I need a script trigger for each layout that filters out any other records that don't match the correct category? If so, what would it look like?

Is there some modification I can make to may Go To Related Record script?

I know I could make separate tables for each category, but I'd rather not.

Thanks for any help you can give!

[Brent Durland]

You could create separate relationships for each category. Take the relationship you're currently using and add a match for a constant on one side, with the value "adult", etc., and have it match the category on the other side. That will give you records related by family and by specific category. This can make the relationship graph a bit messy, though, so I'd first try the idea of a script trigger. For example, you could create a script triggered OnLayoutLoad (assign this in Layout Setup), and have the script constrain the found set to the desired category.