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Parent/Child/Grandchild Portal and filtering the grandchildren help needed

Question asked by user18614 on Dec 24, 2012
Latest reply on Dec 26, 2012 by philmodjunk

Title

Parent/Child/Grandchild Portal and filtering the grandchildren help needed

Post

     Database setup (relevant fields)

     Client  (parent)
     - 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.

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