1 Reply Latest reply on Apr 20, 2009 11:46 AM by philmodjunk

    how to export one record from a portal?

    AEH

      Title

      how to export one record from a portal?

      Post

      Since each person in our system can have multiple email addresses, we have created a portal containing the "email address" field.   If we export the "email address" field, we get ALL the emails for each person.  How can we export just ONE selected email address per person?

       

      We also have a field named "Primary?" indicated with a (Y/N) button corresponding to each email address.  Is there a way to use the "primary?" field to select one email address to export?

       

      Each email address has a corresponding type ID field (work, personal, etc.). Could we somehow use the "type" field to select which email to export? 

       

      Appreciate any suggestions!

       

      AEH

       


       

       

       

        • 1. Re: how to export one record from a portal?
          philmodjunk
            
          AEH wrote:

          We also have a field named "Primary?" indicated with a (Y/N) button corresponding to each email address.  Is there a way to use the "primary?" field to select one email address to export?

          Yes. You can define relationships that match more than a single pair of fields. Define a new field in your main table that returns "yes", (I'm assuming that your Primary field is text that contains "Yes" if that radio button is clicked.). Name it "PrimaryKey".

          Create a new relationship linking two pairs of fields:  MainTable::ID = EmailAddTable::ID AND MainTable:: PrimaryKey = EmailAddTable:: Primary?

          Creating this relationship will also create a new Table Occurrence for your EmailAddTable. Name it "PrimaryEmail".

          When specifying fields for export, select PrimaryEmail::EmailAddressField and you'll export just the primary field.

           

          Each email address has a corresponding type ID field (work, personal, etc.). Could we somehow use the "type" field to select which email to export? 

          You can use the same approach described above, but using the "Type" field instead of the "Primary?" field.