Portal record control
How is the data in a portal with related records from another database sorted by certain criteria? I can get the relations working OK but I am unsure of how to specify the criteria or where to put the criteria calculations for the listed data required, which will enable me to use just the bits I want.
I can get a portal to bring up related data, but I am looking into how to control this data. I.e.
listing data based on a radio button option within the records, e.g. only listing records that have a yes in a check box within the records.
I want to do different things but one of them is to group records in a portal that have a yes in a record and then email, fax or print out a separate form for each group based on a company name.
Any help will be appreciated.