1 Reply Latest reply on Jun 13, 2011 8:51 PM by sksmith2517

    Similars By Choice Modification in Contact Mgmt Template

    sksmith2517

      Title

      Similars By Choice Modification in Contact Mgmt Template

      Post

      I started my GO Servers database from the Contact Management template.I'd like to modify the portal where the similars are listed either by company, city, to include  SERVICES OFFERED. A contact may be willing to provide a vehicle, or transport folks to airports, or tutor, etc.  

       

      So here's what I've done so far:

      1) In Field Definitions I added the Services Offered as an option:

      Case(
      g_Similar_By = "Name";
           k_Similar_NameMultiKey;
      g_Similar_By = "Company";
           k_Similar_Company;
      g_Similar_By = "City";
           City1;
      g_Similar_By = "ServicesOffered";
           k_Similar_ServiceOffered;
      "")

      2) I see in the Relationships that there is a Similar by Company and also a Similar by Choice relationship.  So I added a Similar by ServiceOffered and linked it to K_Similar_ServiceOffered.

       

      3) Then I investigated the Portal in Layout mode and saw that the Radio Button options show Name, City, Company, so I added my Service Offered as a 4th radio button to that value list.

       

      4) I go into browse to my standard layout and after performing a find for Services Offered, K_Similar_By does indeed show ServicesOffered.

       

      5) In the Related Contacts Tab of the Contact Detail layout I changed the Zip field to be service offered and it shows for all contacts appropriately as I would hope.

       

      Now of course you know that I writing because it doesn't work.

      When I do a find for all transporters (13 in found set) and then select the radio button for ServiceOffered - I want to see those 12 related records in the Related Contacts Portal - alas 0 show. All show appropriate data for Name, Company & City, just not the Service Offered - so all original scripts, etc work, just not my modification.

      What flaw/s mis-steps, errors have I committed / omitted. Etc.


      This is such a cool feature - but I'm just slightly off (ahem).

      Thank you for any help you can suggest.

      FMPro 10.03