Jump to content

View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS

Tap the Share icon in Safari
Scroll the menu and tap Add to Home Screen.
Tap Add in the top-right corner.

To install this app on Android

Tap the 3-dot menu (⋮) in the top-right corner of the browser.
Tap Add to Home screen or Install app.
Confirm by tapping Install.

FMForums.com

Sign In

Email Address

Password

Remember me
Not recommended on shared computers

Forgot your password?

Or sign in with...
Sign Up

Advanced portal filtering

August 28, 201510 yr

Hello friends

I'm wanting to incorporate a filtering technique into a portal that displays orders in the system using a standard set of checkboxes to create the criteria. There needs to be two variables the user can enter "Search Variable A" and "Search Variable B":

1 (Via checkboxes/drop down along side a field for the user to enter their values) -- Order ID, Order Description, Client, Project Name, Contact

2 (Checkboxes/drop down) -- Pending, Estimate/Quote, Invoice, Completed (this option two would help constrain the results)

Completion/selection of one or more of the above should filter down the results.

From my understanding, using the standard portal filter option is very taxing on the computer itself, particularly with many related records (as I'm expecting), so this then makes me believe this could be achieved via the relationship graph.

Help much appreciated.