3 Replies Latest reply on Jul 26, 2016 11:55 PM by malachydevlin

    related records.

    malachydevlin

      I think I'm suffering writers block!

      I have a table of customers and related orders, i have a report based on "customers" but have found based on the related table of orders.

      So i have the layout based on customers and the orders are in a portal.

      If i find no matching orders (with my criteria) the portal beside the customer is blank (correctly) but I want to not show the customer record then at all..

      ?

        • 1. Re: related records.
          PeterWindle

          There are a number of possible solutions here, but the best way to run a report in this situation is to run it from the Orders table. Create a summary part grouped by the parent customer ID so that they are grouped by the customer, I hope this helps?

          • 2. Re: related records.
            rrrichie

            Have you looked at the filter option of portals?

             

            or if you have some sort of script that loops through the customers you could use the omit record script step?

             

            Peter is giving a good suggestion, cause in the Orders table you only have the customers with orders :-)  Use a relationship to fetch the relevant Customer Info needed.

             

            Happy coding :-)

            • 3. Re: related records.
              malachydevlin

              this one was a big fidgety, thanks for all the suggestions, i had to end up counting the related records on the left side of the relationship and omitting based on the count=0.