5 Replies Latest reply on Dec 31, 2016 2:43 PM by shona1

    Button to trigger portal sort outside the portal

    jebber6685

      Hello Fellow FM Users;

       

      I have a relational setup between an Accounts file ( companies ) and Contacts file ( people ). Right now I have a portal in a layout of the Accounts file that displays all my contacts that work at ( relate to ) that company ( specific company record ). When viewed via that portal in the Accounts layout, they are sorted by last name. No problem here. I set the sort in Portal Setup... via the Last Name field ascending.

       

      90% of the time this auto portal sort method is fine, but occasionally I want would like to sort the portal by not the last name but by a field I call Priority Contact. I have a drop down for this field to enter A, B, or C depending on the importance of that contact.

      I would like to create a button that when pushed will sort the portal records by the Priority Contact ( A, B, or C ) thus overriding the Portal Setup sort by last name.  I would like the button to reside on the layout outside the portal in the Accounts layout.

       

      Can this be done? I cannot seem to find a way to do this.

       

      Any help here would be greatly appreciated.

       

      Sincerely,

       

      Jeff -  Long time FM User

       

      I have FMPro Advanced 15.0.2.20

      OS - Windows 7