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Portal Filtering Help

  •
Matt Malyschko
in Portals

Featured Replies

Hi guys,

I have created a CRM in which I have implemented a portal to add a checklist for things that need to be done for each customer.

I have a Customers table, and an Actions table, which are related via the Customer ID field.

In the Actions table I have fields: Action ID (serial), Customer ID, Description and Completed.

The Completed field I have set as a checkbox to say 'Completed'.

I want to be able to filter this portal to show 3 different options: All, Uncompleted and Completed.

I've been messing around for quite a while and have no idea!

Any help would be very much appreciated.

Cheers!

Not sure where you are stuck with this - perhaps the attached might help. Note the script trigger attached to the global filter field.

3-WayFilter.zip

  • Author

Thanks this helped a lot!

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