2 Replies Latest reply on Dec 26, 2012 8:49 AM by philmodjunk

Multiple Filter Scenario

jonathanguez Dec 24, 2012 10:44 PM

Hi,

I know this has been covered many times but could not find what I am looking for...

Basically,

I am trying to get some records based on three differents inputs (dropdown list, and 2 calendars menu)

So my Layout has first a selection on a drop down and then one start date and one complete date...

Then i have a portal which is supposed to get all the orders...

when the user choose from the dropdown a sales person, I would like the portal to refresh and filter the orders by the selected sales rep...

did not seem to work...

I come from C# and .net developing which is much more complicated but obviously i cant figure this our...

Any help would be highly apreciated

1. Re: Multiple Filter Scenario

schamblee Dec 25, 2012 11:32 PM (in response to jonathanguez)

Here is a sample app.

https://www.sugarsync.com/pf/D9559058_790_828399833
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2. Re: Multiple Filter Scenario

philmodjunk Dec 26, 2012 8:49 AM (in response to jonathanguez)

     There are two ways to get the filter to refresh:

     A script with Refresh Window [flush cached join results]

     Include the filter fields as part of the relationship--use the X operator so that they do not affect what records are related and now changes to the fields update the filter without needing a script to refresh the portal. Or, since you are modifying the relaitonship anyway, get rid of the portal filter and just include the filter fields as regular match fields in the relationship. Both approaches have advantages and disadvantages so take a careful look at how the approach that you choose affects the use of this same relationship in other parts of your database.
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