On-the-fly portal filtering

[Greg Hains]

Hi,

I have a need to change the filtering of a portal on the fly. The current relationship to this portal is that of a client number, but need to narrow the filter down even more as a keyword is typed into a field outside the portal.

The portal is to a duplicate table with an alias - I know my terminology here is wrong, but I needed a portal to the same table to list the records - so we are talking about the same table.

How could I go about this please?

Greg

[imoree]

More Information as it is not clear your relations nor the end goal.

Maybe you need to look into portal filter calculations here in the forum.

-ian

[Greg Hains]

Hi Ian,

Thanks for your reply. :-)

I have a table called ProgressNotes with 8000 odd records in it. It has "ClientID", "date", "time" and "notes" fields. In order to only display a list on the left of the screen and the detail of the record on the right, I have created a second reference to the table (in Relationships with the + button - wrong terminology sorry) that filters by the ClientID. The layout is 'attached' to this same table - I had to do it this way as a portal cannot point to the same table as the layout.

In the portal is the Client ID. When the client ID in the portal is clicked, the details (date time etc) are displayed on the right.

What Im trying to achieve is that if I run a Find to look for records that only have a certain keyword in them - the portal still shows all records, even though the Find itself worked fine - reducing the found records to whatever were found. How can I get the portal to only display records that meet this same Find criteria.

Have I just muddied this even more?....

Cheers,

Greg

[efen]

Do you only have one table with multiple records in it for each client in your file? Unless I have misunderstood the relationships it seems that this is the case because by filtering by the client number you should only see 1 client in the portal, rather being able to select from a number of them.

[comment]

Try setting the portal filter to show portal records when:

PatternCount ( ProgressNotes 2::Note ; ProgressNotes::gSearchString )

This is assuming your portal is placed on a layout of ProgressNotes and shows records from ProgressNotes 2.