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Claris Engage 2025 - March 25-26 Austin Texas ×

Portal Filtering (unable to find answer)


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Posted

I have found solutions on filtering portals by date ranges or by single words, but nothing for filtering both.

 

I would like to know if a portal can be filtered by both? If not then my issue below is moot.

 

I have a filter in place that will filter by date range:

 

Test::Test_Date ≥ Globals::g_Test_Start_Date  and  Test::Test_Date ≤ Globals::g_Test_End_Date
 
This works fine.
 
Here is where my problem starts; when I try to filter by date range and  by a couple of drop-downs using globals:
 
or Test::Test_Type = Globals::Test_Type   or   Test::Test_Time = Globals::Test_Time   or  Test::Test_Location = Globals::Test_Location
 
If I select a date range and two drop-downs (Test Type=Math and Test Location= B Hall)  it will filter showing more than I want. It seems to show all the date ranges containing all math tests (no matter which hall) within that range and all tests in B Hall for that range (no matter the test type).
 
I have tried all the operators available but nothing seems to fix the problem.
 
 
 
Thanks,
 
Michelle
 
 
Posted

Hi Michelle,

 

Portal filtering requires only that the result is true (or 1) and when using several OR, they must all be included with the date range.  So you could write it as:

Test::Test_Date ≥ Globals::g_Test_Start_Date  and  Test::Test_Date ≤ Globals::g_Test_End_Date
AND
Test::Test_Type = Globals::Test_Type  
OR
... repeating for the other two -

OR a single test such as:

Test::Test_Date ≥ Globals::g_Test_Start_Date  and  Test::Test_Date ≤ Globals::g_Test_End_Date
AND
(
Test::Test_Type = Globals::Test_Type   or   Test::Test_Time = Globals::Test_Time   or  Test::Test_Location = Globals::Test_Location
)

This second calc, by wrapping with parentheses, tests both sides of the AND and both must be true ... the date range AND any true result from within the parentheses from the three OR tests.

 

If I have missed your need please let us know.   :)

  • Like 1
Posted

Thank you so much LaRetta!

 

Your solution above (wrapping with parentheses) fixed my issue and I have completed the filtering. I am heading out to enjoy what is left of the weekend with the hubby and kids.

 

Thank you again for taking the time to assist.

 

Michelle

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