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Technique to display info in portals

Question asked by sccardais on Jun 13, 2014
Latest reply on Jun 13, 2014 by philmodjunk

Title

Technique to display info in portals

Post

     I would like to create a layout that contains 2 portals of a related table. The Parent table contains customer satisfaction Surveys. The child table contains Contact records with dates, Notes, etc.

     Portal 1 will be a list of of all contact records related to a specific survey sorted by date. Clicking on a specific row in Portal 1 would display the Notes field in a larger Portal 2.

     I've tried using Go To Related record but this technique doesn't automatically update the contents of Portal 2. e.g. clicking on row 2, 3 etc. in portal 1 doesn't update the content of the Notes field in Portal 2. 

      

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