AnsweredAssumed Answered

Portal filtering and summary fields

Question asked by kmacstuf on Jan 24, 2018
Latest reply on Oct 10, 2018 by philmodjunk

I have a portal that shows activity on an account.  In my activity table I have several summary fields - number of this, max of that etc.  On my layout I display those summary fields outside the portal.  I have the portal setup to filter the results.  The filter field is a global field in the activity table.  When I set the filter field value based on a script trigger inside the portal, I have found that I can show the updated summary field value by setting global variables to the value of the summary field and then displaying the global variable on the layout as a merge variable.  I'm not sure why displaying the actual field doesn't work since I set my variables to the value of the field, but that's another question.  If however I set the filter field value outside the portal, the merge variables do not update even though the portal filters as expected.  What am I missing in being able to make this work regardless of where the filter field value is set?