You need three new fields. First the customer database needs a field call Inactive that set status to active or inactive (T or F).
I use a checkbox on layout. Then you need a second field calculation field call view (You can change
field names according to your needs) with this calculation If(inactive="T";"Inactive";"Active") & ¶ & "All" .
The third field whatToView. set a relationship between the view and whatToView.
1. The check box would be on the right to state active / inactive. (Status)
2. Radio buttons would be on left to set the record you want to view in your portal. (whatToView - Which is the Names you want in your portal)
These buttons are connected to the whatToview field. (Active/Inactive/All)
I got the portal to work by using a portal filter. I can now click on Active, Inactive or All and the portal responds accordingly. Kewl.
But, here is the last part of the problem: "When I click Members and then Inactive I get as shown in attached picture. Inactive Members in the portal. Great. But, in the main window, I continue to see All the records.
Is this where I need to adjust the self join (Cortesian) ? I think this is where the WhatToView field comes in but I don't get how to create it or what it's calculation looks like.
You would need to perform a find to find all active (or inactive) members if you wanted to limit your layout's found set to just members of one or the other category. Such a find can be scripted.
As phil stated above you would add a script trigger on the radio button such onModify and perform a find "Active" or "Inactive" or "ShowAll". This way your portal and records update accordingly.
Thanks guys! The scripting was the key.