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Claris Engage 2025 - March 25-26 Austin Texas ×

Using a filtered portal to show information with different status


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Posted

I'm having a problem with using filtered portals to display information that has different status i.e. - Not Received, Received, Finalized. I've set up a field on the main record itself to display the status information but I'm having difficultly in developing a relationship that will only display one type of status on each portal.

I'm wondering what the best way to accomplish this would be?

Posted

Well, that accomplishes what I'm going for, but I'm looking to have separate portals displaying this information statically instead of a user defined drop-down list.

Posted (edited)

Exactlyyyyy, thanks for that :)

Edit: As a quick followup question, is there a way to do that without having multiple fields?

Edited by Guest

This topic is 5404 days old. Please don't post here. Open a new topic instead.

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