4 Replies Latest reply on May 6, 2011 12:35 PM by Kaps_1

    Portal view of single table

    Kaps_1

      Title

      Portal view of single table

      Post

      Hi,

      I have table called "Customer " containing customer details:-

      • Customer Id
      • Customer First Name
      • Customer Last Name

      etc. I am trying to make a portal view of this table. I have tried making a copy of this table Custoner 2 and making a relationship such as Customer 1::Customer Id = Customer 2: Customer Id. However I seem to get a portal for each record rather than a single portal for all records. Can anybody help ? thanks

      Kaps

        • 1. Re: Portal view of single table
          philmodjunk

          Since CustomerID is, I assume, a field that uniquely identifies each record, your portal will only display one record, the same record as is the current record on you layout. If you want to display a list of all records in the portal, change the = to X so that it matches for any value. To change this, double click the relationship line.

          • 2. Re: Portal view of single table
            Kaps_1

            Thanks - I tried that and I still have several portals (rather than a single portal). However now each portal row is populated with one customer details. So if I have 3 customer records "Jack", "John" and "Jill", I get 3 portals - one with all the rows as "Jack", the second with "John" and the last as "Jill".

            I only need one portal - which would contain 3 rows - "Jack", "John" and "Jill".

            regards

            Kaps

            • 3. Re: Portal view of single table
              philmodjunk

              Sounds like you have a list view layout where you can see more than one record at a time. Switch to Form view instead of list so that you see only one record at a time. If you have this relationship:

              Customers::anyfield X Customers 2::anyfield

              You can place a portal to Customers 2 on a layout based on Customers (Check Show Records From in layout setup) and it will list all records from that portal's table.

              • 4. Re: Portal view of single table
                Kaps_1

                Thanks - that fixed it !!!