Filtering a portal in multi-user mode

[Will B.]

I have a portal that filters rows based on various criteria. The portal row has a checkbox that a user can select which activates relationship so she just sees the rows with the check boxes she selected. Works great in single user mode, but what is the best way to make it multiuser compatible? So that one user can select some checkboxes and another user another grouping of checkboxes and they just see the portal rows with their check box selected?

Thanks very much for taking the time to respond.

WB

[bcooney]

In order to create filtered portals that are multi-user friendly, the filters need to be global fields.

[Will B.]

Thank you for the response. I realize that my initial posting leaves a lot to be desired in terms of clarity.

I'm using globals and calculated fields on the portal and it all works fine. I use the technique where you append the word "all" to a calculated field in the portal table so that the rows with data appear even if the filter criteria in the global fields is blank. So far so good.

What I'm trying to do now however is allow users to:

1. Select individual portal rows by clicking on the check box on that row

2. The user would then click a button so that only those rows with selected check boxes would appear for that user. A different user could do the same thing and see a different set of portal rows with those check boxes checked at the same time.

I have a kludge of an idea that involves saving the AccountName in a field (call it ACNames) then basing the relationship on that. The check box would be a calc field that shows a check mark if Get(AccountName) = ACNames It seems like it would probably be easy enough to filter down the portal rows just to those of that one user. The challenge would seem to be in how to remove the AccountName from ACNames when the filter is no longer required and there are more than just that one AccountName in ACNames.

Again what I'm describing is probably a very poor approach and I'm optimistic that someone can point me to a much more elegant solution.

Any ideas?

Thanks so much for your feedback,

WB

[comment]

I see how they could click a button in the portal to make that record disappear from the portal. But how are they ever going to get it back?

[bcooney]

Perhaps reviewing a demo that shows how to mark records in a multi-user friendly way: http://fmforums.com/forum/showpost.php?post/293833/

[Will B.]

Small world. I'd just found Matt's AddRemove function an hour ago for the very same purpose.

Thanks,

WB