two portals from same file

[nati]

Hi all,

I would like to have two portals, both from the same related file, on one layout showing differnt data from the same field. Is this possible or is there an easier way to do this? Right now when I choose data from one field (it's a popup) on the first popup and then choose a different popup in the second portal they both show the same data.

Many thanks,

Nati

[LiveOak]

Just use another relationship with the same file. For instance, you might have a projects file. One portal would show all projects, another would only show active projects. I'm a little unsure what you mean by "different data from the same field". The above method can be used to display different sets of records in the same related file.

-bd

[nati]

Thanks for the reply. I have a many to many relationship and between clients and insurance company. I want so show in the clients field two separate insurance companies but in two different parts of the layout. Can do fine from one portal where the insurance id is related field and can, of course, show multiple insurance companies in that portal, but when I create the second portal it always shows what's in the first one. I can never choose the second insurance company.

thanks,

Nati

[LiveOak]

I'm still confused about what you want to show. Have you implemented your Many to Many relationship with a join file?

If I understand correctly, you could have the first portal show all insurance companies for the client. If you want the second portal (or just a set of related fields without a portal) to show detailed information about an insurance company when you click on one in the first portal, this can be done as follows: Create a second relationship based upon a global field in the client file. When put a button on the portal row of the first portal that sets the global to the insurance ID number when you click the button. This will allow the second relationship to display information on a second selected company. This could be extended to a third company with another global and relationship, etc.

I'm not so sure I answered you question, but I willing to keep trying, if you are! -bd

[nati]

Hi BD.

Thanks, I thought I'd posted a reply but apparently not so here goes again...

I think you have the idea fine, I want to show two insurance companies on the same layout but in different places. The first one I would choose the first insurers id and in the second one the second id, thus filling in the name, address, etc. I have the join file working fine and I understand the secondary relationship, etc, but not sure I'm following on the button thing.

Thanks,

Nati

[LiveOak]

If you had a portal of all insurance companies, you could place a transparent button over a row and use it to paste the insurance company id to your global field to trigger a detailed display of data for that company in another portal. -bd

[nati]

thanks bd,

i'm working on it to see if i can get it!

nati