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Filtered portals, updating, hopefully missing something easy

Question asked by SteveMartino on Dec 9, 2013
Latest reply on Dec 10, 2013 by SteveMartino

Title

Filtered portals, updating, hopefully missing something easy

Post

     Hello Forum (especially Phil).  I'm trying out a filtered portal.  It is set up with a new TO with the relationship containing global start date, and global end date.  Pretty standard, works fine.  Its a button on the portal, GTRR,click it, it opens to a basic reporting layout, and shows the correct details based on the global start and end dates.

     The problem:  If I try to change the dates, the report doesn't change to reflect this.  I tried Commit Records and Refresh window [flush cached join results] with no luck. 

     The only way it does work is if I close the report layout after changing the dates, and click the button.  Then the report opens back up and is filtered properly. 

     I hope this is a simple oversight for a beginner.

     Any help is always appreciated.

     Thanks

     Steve

     FM PRO 12 ADV

     WINDOWS 7

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