Thank you for identifying the fact that you are using FileMaker 12. You never know what surprises the new release (13) may throw into the mix....
This doesn't read like a filtered portal, but a filtered relationship.
What are the exact relationship details you've set up? What match fields? What operators?
And if you did set up a portal filtering expression, what exact expression did you use?
Thanks for responding Phil. I figure it was a good idea to put in the version, everyone is focused on 13.
Filtered relationship I think is correct. I'll put up some screen shots
Notice that your portal reads "Delivery History" but the GTRR dialog specifies Delivery History 2-- a different table occurrence and thus a different relationship than the one that determines what records appear in your portal. If your layout is based on Delivery History 2, then your GTRR should specify Delivery History, just like the portal does.
Thanks for continuing with me Phil. I see what you are saying. Here's what I did and why. In screenshot 2, the layout (underneath) shows the portal of all related delivery records for this customer. The window on top shows a report based on global ranges I set up in screenshot 1. Screenshot 3 just shows I am referring to Delivery History 2 TO to filter those records (if that's the correct terminology) by the global start and end dates.
So if I understand you correctly, and switch it to make it match, what do I do with the Delivery History 2 TO? I assume it would not be needed, but how do I filter or report based on the global start and end dates? Or would I change my report layout to be a portal?
Or am I just too confused :P.
I did copy this concept from the FileMaker Training Series. Their example refreshes when the globals are changed in the report view, mine (like I said in the first post) only changes when I close the second window, and click the GTRR button in the first.
I missed a detail. Your layout is based on contacts not an occurrence of Delivery History.
Your Go button does not look like it is inside any portal and thus executes from the context of "contacts". What is the relationship like from Contacts to Delivery History?
What records do you want to see when you click this button? All delivery history records in the specified date range or all records in that range for the current customer?
Hey Phil, thanks for all the questions--you made me reboot my brain and start over--which helped me figure it out.
I had to go back to work after your last post, and had time to think. I was mixing up filtered relationship (which is what it was kinda showing), with filtered portal (which is want I was trying to accomplish). Went back in this morning and figured it out. As always, simple mistake.
When I GTRR, new table, that layout was suppose to be a portal, filtered. After I corrected that and made sure all fields were pointing to the right TO's, everything worked out.
Thanks again for your help