Portal Filtering - Using calculations to filter

[db_tragic]

This question is based on mr_vodka's Basic portal Filtering topic: http://fmforums.com/forum/topic/72108-basic-portal-filtering/

 

I want to use the concept described here, of using a drop-down list on a layout, to cause the embedded portal to be filtered based on the user's selection.

 

In this example, the filter options (drop-down list values) are based on a field value (Child_FMP11::Type).

 

Because I'm going to be using this on a portal containing invoice information, the filters will be based on a numeric calculation, not a fixed field value.

 

The calculations will be (aside from "All");

Invoice::Bal = 0

Invoice::Bal > 0

 

The sample file provided by mr_vodka includes the portal filter calculation:

 

Parent::gSelect = "All" or Parent::gSelect = Child_FMP11::Type

 

I just need some help with the second part of this calculation, to replace the "Type" field value with the 2 calculation options I mentioned above.

 

TIA

[comment]

IIUC, you want to replace filtering by type with filtering by balance, not add to it? If so, you could make your global field use a value list of: "All", Settled" and "Outstanding" or similar, then filter the portal using =

Parent::gSelect = "All" 
or 
Parent::gSelect = "Settled" and Invoice::Bal = 0
or
Parent::gSelect = "Outstanding" and Invoice::Bal > 0

[db_tragic]

Thanks comment, yes, 'replace' is correct.

 

Thanks for the above - my first lesson in using 'or' and 'and' operators together! Shows nicely how a calculation can be associated with a value selected in a list - just what I needed.

 

 

 

IIUC, you want to replace filtering by type with filtering by balance, not add to it? If so, you could make your global field use a value list of: "All", Settled" and "Outstanding" or similar, then filter the portal using =

Parent::gSelect = "All" 
or 
Parent::gSelect = "Settled" and Invoice::Bal = 0
or
Parent::gSelect = "Outstanding" and Invoice::Bal > 0