AnsweredAssumed Answered

Portal filter with relationship

Question asked by luis.ecohaus on Jun 5, 2017
Latest reply on Jun 5, 2017 by JamesPeragine

Hi all,

 

I am trying to filter a portal taking into account several values that a global variable can take.

This is my relationship:

 

Screen Shot 2017-06-05 at 10.01.55.png

These are the settings of the most left relationship where I am applying the filter (gSalesPersonFilter = account_create):

Screen Shot 2017-06-05 at 10.02.20.png

  • The global variable _gSalesPersonFilter is being populated via a pop-over menu with each person name and the value "All" as well. On layout enter the variable is being populated with "All".
  • The field account_create is an "auto-enter" field populated with account name on creation.

 

It is working absolutely fine filtering the portal for individual persons.

GOALS: if the filter has the value "All" I want the portal to show records from everyone. The problem is that the "account_create" field only contains the value for the respective individual. I tried to place an "*" (asterisk) in the global variable but it doesn't work that easily.

 

Any thoughts?

Thank you.

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