Peter, can you show how you have this setup in the relationship graph?
I put a calculated field - Job Name Calculated - on the link record, which works when I view this table's records. However, when I use this field to sort the portal, it does not sort correctly. Is there a step I'm missing?
Maybe you didn't set the result type of the calculation field to text.
OTOH, there's a (seemingly) little known trick that works without the otherwise unnecessary field in the join table (which is the common technical term for what you call “link”).
From your description you have the following setup:
Job --< JobClient >-- Client
and you placed a portal onto a Client layout, set to display records from JobClient.
The trick to sort records from JobClient by fields from the Job table without using intermediate fields is:
• open the Portal setup dialog
• switch the “Display records from” popup from JobClient to Job
• open the sort dialog
• select the desired field(s) from the list – which now displays fields from Job
• close the sort dialog to return to the Portal setup dialog
• switch the popover back to JobClient
Thank you: perfect answer.
The calculated field was numeric! When I changed it to text, the portal sort worked correctly.
I did not test your second option given that the first worked.
I did not test your second option given that the first worked. …
Yes, but using the sort “trick”, you could get rid of the calc field. What if you decided to sort by second field from Job? Create another calc field in the join table…?
Anyway, glad it works for you. Don't forget to set the thread to Answered.