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Filter Portal with Multiple Checkboxes - With a Twist

Question asked by petey on Nov 13, 2017
Latest reply on Nov 13, 2017 by petey



I created a Reporting layout. On this layout I have a portal that displays all contacts. I've already set up a filter calculation on the portal to do multiple types of filtering (school date range, zip code, state, etc).


I'd like to also filter the portal by the contact's status. (See below)


If my student only maintained one status, this would be simple. However, a student my have more than one status. For example:


Name: Pete
Status: BI



With the following filter calculation:


Case (

not IsEmpty ( T43_REPORTS::g_status_filter ) ;

PatternCount ( T43b_reports_CONTACTS||id_contact::Status ; T43_REPORTS::g_status_filter ) > 0 ;




... if I select "BI", I'll get contacts who are BI and BI/SA. But that's not what I want. I'd like it exclusively. Also, if I select BI and KEO, I get nothing, despite there being contacts who are BI and contacts who are KEO.


I would like to select any status in the filter and get back any student who's status contains any

of the filters.


Screen Shot 2017-11-13 at 12.54.40 PM.png


I believe this can be done with the right calc. Any suggestions?