4 Replies Latest reply on May 3, 2016 7:09 AM by kkalach

    advanced find

    kkalach

      I was wondering if there was a way to find a specific account type.  Example.  We have clients who have different types of accounts (direct business, brokerage, advisory and insurance).  I would like to be able to find all the clients who have advisory accounts.  I have created a portal table and there is a field called registration type with a drop down box with these account types in them.

        • 1. Re: advanced find
          Extensitech

          Find on that field in the portal?

           

          Chris Cain

          Extensitech

          • 2. Re: advanced find
            siplus

            Search for info in the table where it sits is the best thing to do. So I'd search for "advisory" in the accounts table, gather the FK of the clients with ListOf, set a global to it and go to related records in the client table via a relationship that links the global in accounts with the PK in clients.

            • 3. Re: advanced find
              vavo

              You can also filter the portal with a formula like this:

               

              if (

                   isempty (DROPDOWNFIELD); 1;

                   ACCOUNTTYPE = DROPDOWNFIELD

              )

               

              ACCOUNTTYPE is the field from your child table of course.

              That formula needs to be entered in the "Sort Portal Records" definition.

               

              The downside of filtering the portal is, that all records are being loaded, no matter which ones get displayed. Depending on your setup and the amount   of records we are talking about here it might not matter at all.

               

              Add a script trigger to the selection field to refresh the portal when it is modified and you should have instant results. To clear the search you might have to add a little button next to the dropdown to empty the filter field.

              • 4. Re: advanced find
                kkalach

                Yes, I want to find all clients with Advisory accounts.

                 

                Karen Kalach

                 

                Assistant to Bill Mann

                 

                LPL Financial

                 

                203-271-3192

                 

                www.thefinancialarchitect.net<http://www.thefinancialarchitect.net>