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Popover and Portal Record

Question asked by burghfan on Oct 9, 2016
Latest reply on Nov 30, 2016 by burghfan

I am currently using a Popover Button with a portal that shows records from a "Customer" table to select a "Customer" for an "Estimate" table.

 

I would like to add a search field to the Popover Button that would help speed up the process of selecting a "Customer"

 

Screen Shot 2016-10-09 at 11.34.09 AM.png

 

The portal associated with my list of customers is based on a table occurrence between "Estimate" and "Customer"

 

Screen Shot 2016-10-09 at 11.38.28 AM.png

 

I have tried several examples but I can't seem to make it work.

 

I have added a Global Field labeled "Search" and added that into the Popover.

 

And of stumped, and suggestions?

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