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Find in Portal / Filter

Question asked by Annette on Apr 20, 2016
Latest reply on Apr 21, 2016 by Annette

Hello,

 

I am trying to find a way to search for records in a portal based on data entered in global fields.  However, I want it to be on any combination of data fields used.

 

I have two tables, Main Menu and Clients.  I am using a layout based on the Main Menu with a portal for Clients.  The Main Menu table has three global fields, Last Name, First Name, DOB.

 

The problem being searching for a client may be based on any one or all of those fields.  I would like it to work off of any one field completed or all, to account for incorrect data initially being recorded.  (misspelled names, wrong DOB, etc.)  Initially I had a fourth calculation field, which was a combo of all of the three fields, (first three letters of last name, first three letters of first name, and first two and last two digits of DOB).  But if any of this info is different from data entered it doesn't work.

 

Is there a way to search by all or only one of the three fields?  I forgot to mention that I have a relationship built at the moment based on the combo field mentioned above in each table.

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