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Portal Calculation

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I'm trying to find a way to perform two actions in one script:

Action 1(Already works): Search for all records w/in a specific date range and that contain a certain critera within each records portal.

Action 2(The problem): Once I know how many cases there are that meet this critera I want to know how many of the portal rows within each case have a certain criteria. I actually need the number (i.e. portal for record 1 contains 5 occurances of a particular word, record 2 contains 1, and so on for each record in the set I've found).

There is probably a much easier way to do this than what I'm doing so any help is appreciated. crazy.gif

It seems like the solution to every question I'm answering these days is "concatenated key."

You could try something like this:

Create a global text field gCriteria where you can select or enter your criteria. Create a calculated text field CriteriaKey that is:

RecordNumber & "-" & gCriteria

Now create a corresponding CriteriaKey in your related file (but with your local Criteria field, not a global).

Back in your main file, create a relationship CriteriaMatch that is CriteriaKey::CriteriaKey.

Now create a calculation, Count(CriteriaMatch::Criteria)

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