1 Reply Latest reply on Dec 20, 2013 8:05 AM by philmodjunk

    Portal setup

    john9210

      Title

      Portal setup

      Post

            

           I have three tables: Accounts, Names and Items. Accounts has many related Names records, and Names has many Items records. Each item record has a date field for the date of purchase.

           I would like to create a portal on an Accounts layout that lists Names records and only the latest date record for each name.

        • 1. Re: Portal setup
          philmodjunk

               Accounts----<Names-----<Items

               Open Manage | Database | Relationships and double click the relationship line between Names and Items. Select a sort order for Items that sorts them in descending ordr by this date field.

               Put a portal to Names on your Accounts layout. If you place fields from Items in this portal row, they'll come from the "first related items record" for that record in Names. Given this sort order, that will be the most recent record in Items.