AnsweredAssumed Answered

What's the best way to find records

Question asked by brian.curran on Jul 5, 2011
Latest reply on Jul 8, 2011 by brian.curran


What's the best way to find records


Hi all,
In the main, I have 3 sets of customer addresses:


The set that will be used/searched most is Sites so I would like to add a Portal so that we can search alphabetically, click on a Site name and then have that record load up on a multi-tabbed Dashboard.

The portal setup wouldn't let me choose the relevant table as the layout is based on the same table (I think). So I created a duplicate TO and linked it to the original using the primary key. This allowed me to add a portal with a list of company names. (I will need to filter this to only show Sites later)

The bit I'm stuck on is how do I get the clicked portal entry to fire a Find script or something similar to display the relevant record?

Any suggestions or advice would be great, many thanks...