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Claris Engage 2025 - March 25-26 Austin Texas ×

Isolating records witin portals?


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Posted

I have a 3 tables:

work orders

vehicles

parts

I have a layout with two portals on it:

one with work orders which matches a certain vehicle (Only shows work orders for the vehicle indicated)

one with parts for the corresponding work order

(or at least thats what I would like)

right now I have 3 work orders showing for a certain vehicle). Can someone point me in the right direction as to when I click on a work order in one portal ONLY the parts used for that WO populate the other portal? Sorry if none of this makes sense. I'm sure there's an example on here somewhere that shows how to do this, but I can't find it! Thank you in advance!

Posted

You'll need a global field in the Vehicle table, let's call it gWO because it seems that the layout with the portals in based on a Vehicle table occurrence, right?

When the user clicks the Work Order in the portal, you set the gWO global field to that WO_ID.

The parts portal uses a new relationship:

Vehicle:gWO = Parts::WOID

I'll see if I can find an example.

  • 1 year later...
Posted

I do - call me whatever you will. <img src='http://fmforums.com/forum/public/style_emoticons/default/crazy.gif' class='bbc_emoticon' alt=':' />

Hi Comment, I've downloaded the attached files and tried to study it. For some reason I was expecting to see something in the filtered portal but they are blank for both parent records. Also I'm interested in your calculation in the filter portal dialogue box with $$ etc. Does this calculation differ from any other such as when defining a calculation field for example because it's for a portal?

Posted

I was expecting to see something in the filtered portal but they are blank for both parent records.

They will be blank until you select a child by clicking on one in the leftmost portal.

Posted

Thanks for the explanation. I like the use of a button and conditional formatting, gives it another dimension. I don't understand the script behind it, set variable etc but I hope to in time.

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