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Claris Engage 2025 - March 25-26 Austin Texas ×

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I have a sub-summary part that provides summary data about my database according to record type. On the main database overview page, I created a portal with a self-join relationship (displays records from the same table as the layout it appears on) with relevant fields inside. Everything looks great, but the portal records are not also segregated by record type between the sub-summary reports. I have the records sorted by record type within the portal, but that just groups them. Right now, the portal looks identical in each sub-summary report. Is it possible to filter records so they only appear in the sub-summary part designated for their case type?

This topic is 4802 days old. Please don't post here. Open a new topic instead.

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