1 Reply Latest reply on Mar 22, 2012 8:31 AM by DavidKassel

    Portal Filtering:  Dynamic Updating of displayed records

    DavidKassel

      Title

      Portal Filtering:  Dynamic Updating of displayed records

      Post

      I have a database which tracks the following information:

      • Customers: Each with a unique customer ID
      • Contacts: One customer to many contacts, related by Customer ID.  Each contact hastheir own unique Contact ID
      • Locations:  Same setup as contacts, each with a unique Location ID.

      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!

      Screen_shot_2012-03-22_at_11.21.07_AM.jpg