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Claris Engage 2025 - March 25-26 Austin Texas ×

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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!

This topic is 5082 days old. Please don't post here. Open a new topic instead.

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