AnsweredAssumed Answered

Perform Find within a Portal

Question asked by carla.campomanes on May 30, 2018
Latest reply on Jun 1, 2018 by carla.campomanes

Hi, guys. Another question and as always any inputs will be appreciated.


I have a Contacts Table that is related to an Invoice Table. Basically the Company in the contacts table is = to Company in my Invoice Table.


On my layout Contact Details, I have put a portal that is filtered to display only invoices from that specific contact. I have duplicated that portal to show only a single row and have put a summary field for total amount.


What I would like to do is to have an option to display sum amounts only for a certain status. Let's say sum amount of overdue transactions with Company 1; or sum amount of paid transactions with Company 2, and so on.


I tried entering find mode and typing in "paid", or "overdue", or "pending" in the field in my portal but it doesn't give me what I want, instead I get brought to a completely different contact and all invoices for that certain contact.


Idk if my approach is at all correct. Can anybody help me resolve this issue? Thanks so much as usual!