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Filtering Records

Question asked by mattc_1 on Nov 14, 2013
Latest reply on Nov 14, 2013 by philmodjunk


Filtering Records



     I've been scratching my head over this for a while. I have a 'Company' table which has a number of fields which rank the companies in different ways: Ranking (ABCD), Size, Who's Client, Status (Active, Inactive, Prospect etc), Type of business.

     I want to provide users with a simple way of filtering the companies using different combinations of the ranking systems.

     e.g display all Companies of Type: 'PR Company' with a Ranking of 'A' and a status of 'active'.

     This can be done using relationships,portals and portal filters but there is no flexibility if the user doesn't want to restrict the results to having a value in each of the ranking fields. What if they want to see all 'PR Companies' with a ranking of 'A' but want to see both 'Active' and 'Inactive in the results?


     Any help would be greatly appreciated.