Filter portal records
In the ACCOUNTS layout, I added a portal to show specified fields for all related records from LEDGER and JOURNAL. I would also like to be able to input the date ranges. I created two global date fields in ACCOUNTS called g_start_date and g_end_date.
In portal setup, I specified the following Boolean (True/False) formula in the filter portal records:
If ( JOURNAL::date>ACCOUNTS::g_start_date ; 1 ; 0 )
This gives me all records after the start date I specified — good. But, when I change the start date, the records do not dynamically change — not so good.
I went a step further and replaced the above formula to specify a date range. This formula was accepted, but the result did not work at all (the portal showed all related records, not just the records from the start date).
Case ( JOURNAL::date ≥ ACCOUNTS::g_start_date ; 1 ; JOURNAL::date ≤ ACCOUNTS::g_end_date ; 1 ; 0 )
I'm missing something but I don't know what. I watched related training videos on the subject and did some searching, but no luck.
Thank you, from a beginner on FMP11 on Mac OS X 10.6.4. Thanks for baring with my questions, I'm learning a lot since joining FM a month ago.