4 Replies Latest reply on Jun 8, 2017 5:38 AM by coherentkris

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

BrandonWoodward Jun 7, 2017 3:41 AM

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:

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

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

coherentkris Jun 7, 2017 4:44 AM (in response to BrandonWoodward)

instead of two layouts, one for status a and one for status b just use one layout with buttons or exposed scripts that perform a scripted find to show status a or status b
Script prototype...
enter find mode
set status field = a
set error capture = on
perform find
set error capture off
If ( get( FoundCount) = 0 then...
else
end if
exit script

ps it is good practice to turn quick find off for fields that you do not want to actually include when a user does quick find.
turning quick find on causes an index to be built for the field and can cause file size to grow when not necessary.
Only set quick find for what you know your users will need on any given layout.
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2. Re: Can you filter records on a Layout in the same way as portal through relationships?

philmodjunk Jun 7, 2017 6:01 AM (in response to BrandonWoodward)

Since you have a relationship, you can also use Go To Related Records. And you still won't need more than the one layout.
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3. Re: Can you filter records on a Layout in the same way as portal through relationships?

BrandonWoodward Jun 8, 2017 3:24 AM (in response to coherentkris)

Sorry should have clarified I was wondering if this could be done without a script.
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4. Re: Can you filter records on a Layout in the same way as portal through relationships?

coherentkris Jun 8, 2017 5:38 AM (in response to BrandonWoodward)

Script is not required but then use of Find mode IS required.
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