Portal Filtering: Dynamic Updating of displayed records
I have a database which tracks the following information:
For each Customer account, I would like to set the Default Contact and Default Location by using a popup menu as pictured below. There is a portal below the popup menu which is set to filter all location records not matching the default ID. This works fine - the problem is that the street address shown in the portal only updates when the customer record layout is refreshed. Is there any way to have this update instantly? Do I have to use a merge field based on a calculation instead?
Any help would be appreciated!
Nevermind, I solved my own problem! The portal updates when the layout is clicked.