I have a portal that shows donations for different contacts. If i am on a contact i can go to their donations log and see a portal that shows all donations and pledges made by that contacts in list format on the portal and it tallys up the total and displays the sum at the top of the page. I want to be able to have a checkbox that i can select that will either show the pledges by that contact and include them in the portal and donations total or not. In other words if I click the checkbox that say shows pledges. The portal will also show the pledges as well as the donations and the total for thier donations will include the pledges. If i uncheck that box the pledges will dissapear from the portal and only the donations will show. How do i do this?

Thanks Alot!!

Erik

create a global field for the checkbox set. Assign it a value list of 2 values: "Donations" and "Pledges".

Go to your relationship graph. In the relationship between your source table and the table your portal is based on add a new criteria matching the new global field to whichever field indicates wether the record is a Donation or a Pledge.

Place the checkbox set above your portal.

Donations and Pledges will now show based on wether the corrosponding checkbox is ticked.

I want to show either just donations by itself or pledges and donations together. I did the checkbox thing but it only lets me show one or the other not combined. And if i have only donations showing in the portal I want the pledges amounts to not total up in the total donations field above the portal

thanks for the response though!

Erik

Change your value list to only contain "Pledges", then change the relationship to 'not equal' on the global field that holds the single value of "pledges", or nothing at all.

Then you will need to have it make sense that checking "Pledges" hides them. You could make your checkbox field very narrow, so it only shows the checkbox, then add text next to it that says anything you'd like.

I want to show either just donations by itself or pledges and donations together. I did the checkbox thing but it only lets me show one or the other not combined. And if i have only donations showing in the portal I want the pledges amounts to not total up in the total donations field above the portal

thanks for the response though!

Erik

Sorry I wasn't able to get back to this sooner.

It should allow you the option of either or both. To see both, just check both checkboxes.

And as long as the total donations field is based on the same relationship as the portal it will display the total for only what is showing.

Sorry I wasn't able to get back to this sooner.

It should allow you the option of either or both. To see both, just check both checkboxes.

And as long as the total donations field is based on the same relationship as the portal it will display the total for only what is showing.

Thanks Alot!:! Very much appreciated!

Erik