Self Join to restrict records in a Layout

[Simon UK]

Hello,

I have worked through how to create a portal that displays records that are restricted by a self join.

BUT ... is it possible to do this using a layout as follows:

I have a table that has jobs, and these are either quoted or live jobs. I have a field called 'Status' that is populated from a value list with either "Job" or "Quote".

I want to be able to create a layout that only shows 'Quotes' as a result of using a self join. I've temporarily solved using a script trigger that forces a find on 'layout enter' but it's not the best solution.

I'm sure I'm just missing something simple as I worked out how to do it using a portal ... but now I'm very frustrated.

Best regards,

Simon

[comment]

A layout will always show all records of the found set. If you want the found set to be "filtered" by type, you must perform a "supplemental find" at critical points (such as entering the layout).

[Simon UK]

A layout will always show all records of the found set. If you want the found set to be "filtered" by type, you must perform a "supplemental find" at critical points (such as entering the layout).

Hi Comment,

I just got the relationship working and discovered what you mean. Would a preferable method be to list the matching records using a portal and then perform a GTRR to the single related record only?

Thank and kind regards,

Simon

[comment]

It's really up to you. Both methods are viable.