AnsweredAssumed Answered

Cannot display data on Portal

Question asked by dig on Aug 31, 2016
Latest reply on Sep 1, 2016 by BruceRobertson

Hello Everyone – I am seeking some guidance.

 

I am doing something wrong and have attempted to resolve by trying many different variants to attempt to get “Plant” assigned to a customer to show up on the customer via a portal. I have also failed to show all Contacts for a company to show up under a portal.

 

My Aim is to be able to use tabbed interfaces with Portals so information can be viewed such as contacts for that company, or plant assigned to that company, or how many job sites that company has.

 

I have been able to show a company that a Contact is related to on the Contacts Layout.

 

I have read and searched for an answer and now feel I must be doing something very basic wrong, I do struggle with relationships; although I thought I had it.

 

Would someone please help me understand where I am going wrong with the attached solution as I feel I am close and there must be something basic I am doing wrong.

 

Thank you

 

Troy

 

ERD.JPG

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