Parent/Child/Grandchild Portal and filtering the grandchildren help needed
Database setup (relevant fields)
- client ID
- g_Selected Date (global field to pass date to another layout)
Department (child; many depts linked to one client)
- dept ID
- client ID (linked to client table)
KPI (grandchild; many KPIs to one department, one for each date)
- dept ID
- KPI date
- KPI 1
- KPI 2
I setup a layout (based on client table) with a portal (based on department table). The fields in the portal are the four listed in the KPI table.
The Problem: How do I limit the portal to only show KPIs with a date based on a variable passed to the layout (actually, the global field in the Client table)? I've tried to use the Filter option in the portal using the following calculation:
KPI::KPI Date = Client::g_Selected_Date
The filter will not display anything. If I turn the filter off, I see all the KPIs (all days) for all the departments under that client ID.
Not sure how to limit the portal.