Navigate a portal more naturally

[argwallace]

Hello,

 

I have a portal with many rows which is used to navigate a list of contacts. The user may scroll up and down the list but when they click on a record, obviously the portal gets refreshed as it goes to the related record. I am attempting to effectively make the selecting of items and scrolling to be more natural, and by natural I mean more consistent with my OS environment behavior (which is Mac.) Ideally I would like the user to click on a record but as it goes to its related record, the position of this sidebar portal which stay in the same location after the refresh. Any thoughts or ideas?

 

Thanks in advance or if you have any questions or need further explanation, please let me know.

 

Regards,

 

Stephen

[Lee Smith]

Have you tried opening the Related Record in a new window?

[argwallace]

Have you tried opening the Related Record in a new window?

 

I need to stay in the same window and the when you click on the record it jumps to the related record in that same table, thus the refreshing of the portal and jumping back to the top. Again, my goal is that when the user scrolls through the portal and then finally clicks on a record, that position and record (which then become highlighted) will stay right there and the record on the right of the portal then loads into view.

[MartieH]

If you set it up the other way around - have the records in a list view and a single record portal - you could set conditional formatting to highlight the record that is selected and that record would show up in the portal. I use this on a layout for an announcer at a horse show - there is a list view of each entry in the class and 2 single record portals - one that shows the information about the class itself; the other shows detailed information about the particular entry that is selected and highlighted.

 

Here is a screenshot:

 

 

 

[Lee Smith]

Why not attach a copy or a markup of your file?

 

There are several ways to view or access related records. Your reply said nothing more than I already knew. However, perhaps if we saw your structure, we could speed up the process of getting you an answer.

[argwallace]

 

Why not attach a copy or a markup of your file?

 

There are several ways to view or access related records. Your reply said nothing more than I already knew. However, perhaps if we saw your structure, we could speed up the process of getting you an answer.

 

Thanks Lee.

 

I have a Contacts table that is set up through a TO to the same table via a relationship using the [X] operator. I am attaching a screen shot of how the layout is being used and how the sidebar with all the names of my contacts would be clicked on to go to the related record while staying on the same layout. When the page refreshes is where my portal gets reset and where I am trying to modify for a better user experience. I hope that answers your question and giving more data.

 

 

[Lee Smith]

I think I see what you are referring. Do you mean the flash that occurs when you select a different record?

[argwallace]

Not so much a flash. As you can see with the sample data of "Untitled" in the screenshot that it is highlighted and perhaps, let's say, on the 250th row of the portal. If I were to scroll up 50 records or so and then click on the record, it would jump to the record but the portal would move back to the top and I would lose my place of where I just clicked, even though it does go to the related record. I have a workaround at the moment that is working ok, but again, just trying to make this more natural if possible.

[Klypto]

Assuming that neither the records or the portal are not sorted and are not a found, you would use an OnRecordLoad with the following

 

Go to Object [PortalName]  //may be unnecessary, but ensures that you have the right portal in focus

Go to Portal Row by Calculation [Get( RecordNumber) + optional offset?]

 

 

 

That is, if that is what I think you are trying to do.  This is the closest that I believe you can get to making it work since you can't record a portal's actual scroll height (that I am aware of).