10 Replies Latest reply on Jun 5, 2017 7:44 PM by JamesPeragine

    Portal filter with relationship


      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.