Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Setting up several portals


This topic is 5385 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I'm kind of new at creating portals so bear with me please. I am setting up a database that has four main tables; Client, Contacts, Projects, Communications.

The main layout is a view of the Client information with three portals showing all of the contacts related to that client, all of the projects related to that client and all of the communications related to that client. The portals are working fine on this layout.

I also have layouts where individual contacts are entered (showing which client they are related to), individual projects are entered (showing which client they are related to) and individual communications are entered (showing which client and contact they are related to).

The problem I'm running into is that on each of the other layouts is supposed to have portals showing related information from the other tables. In other words, the Contact layout has a portal showing projects that the contact has been involved in and a portal showing communications with that contact, the Project layout has a portal showing contacts involved with that project and a portal showing communications conducted for that project.

I've only tried creating the portals on the Contacts layout so far (showing the project information and communication information) and I can't seem to get these portals to show the correct information. I'm sure it's because I'm not joining the tables together correctly, but no matter how I try setting the relationship between the tables I can't seem to get the correct information to display in the portals.

Does anyone know of any books that have good detailed information about setting up this type of portal or can you suggest what I might be doing wrong? If necessary, I can zip the database file and upload it so you can look at it. Thanks.

Posted

Do you have a join table between each of these tables?

It may help if you post a screenshot of your relationship graph so that we can see how you have set up the relationships (or as you note - post a stripped down copy of your file)

This topic is 5385 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.