2 Replies Latest reply on Jul 12, 2014 9:15 PM by ABuchtel

    Using a Cartesian Relationship Portal to Control Additional Portals

    ABuchtel

      Title

      Using a Cartesian Relationship Portal to Control Additional Portals

      Post

           Hello:  I have attached a photo mockup of a layout I would like to create. I have these tables: Accounts, Events, Contacts, History, and Reminders. I have created a duplicate of the "Accounts" table named "Accounts List Portal". Every table uses "Account ID" as the related field. 

           The elements surrounded in orange would each be portals for their indicated tables.

           My goal is to have a portal on the left side of a layout listing ALL Account IDs. When a user clicks on a portal row, the other fields and portals shown on the page would then refresh to display the related information for that specific "Account ID". 

           I ran an initial test, and was only successful getting one portal to sync with the chosen Account ID. If anyone has suggestions how I would best approach this type of layout, I would greatly appreciate it. Thank you. 

      Consolidated.jpg