BrandonWoodward

Can you filter records on a Layout in the same way as portal through relationships?

Discussion created by BrandonWoodward on Jun 7, 2017
Latest reply on Jun 8, 2017 by coherentkris

Is there any way to filter records on a layout through relationships without using the Go to Related Record script step? The reason I'm trying to do this is when using Quick Find on a layout it searches through all records regardless of the relationships made. Is the only way around this to use Omit Record?

 

I have a table for Orders and an order can have multiple statuses. I'd like to create a layout for two of the statuses and omit the remaining. I've created the relationships and Go to Related Record accomplishes what I need but Quick Find is performed on all records and unfortunately performance suffers as the number of records increases.

 

Here is the self-self relationship:

Capture1.JPG

 

If I wanted to filter a portal to exclude zero balances and exclude transaction type 'Payment' I could do so like this:

Capture.JPG

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