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Claris Engage 2025 - March 25-26 Austin Texas ×

Filtering selected records in a portal against a master list


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Posted (edited)

I am trying to create two side by side portals that display records. On my left side I have a master list of standards, and on the right side I have a list of selected standards for the current record.

I want the master list of records to filter out anything that the user has selected in order to limit the potential for duplicate records, but for some reason I cannot get the portal filter to function correctly.

I have set up a script that allows the user to click on a master standard. When this do this the primary key value is added to a global variable and the record they have clicked on is highlighted. Conversely, if they again click on a highlighted record the primary key value is removed from the global variable and the record is un-highlighted.

When the user clicks on a button to add the selected standards to the current record, a script is run that runs through the global variable and adds each member of the variable to a join table. The primary key value of the master standard is then used to look up the name of whatever records the user had selected.

I have tried a filter on the master list portal that compares the primary key values of the standard against the users selection.


Master Standards

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User Selection

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In the above scenario, once the user has added the records then the values should no longer appear in the master list.

Sorry if I'm having a hard time describing this, but it seems like a very easy task and for some reason it's just not working...

Edited by Guest

This topic is 5118 days old. Please don't post here. Open a new topic instead.

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