wcallman

layout/Portal Question

Discussion created by wcallman on Nov 13, 2018
Latest reply on Nov 13, 2018 by keywords

I have two tables; Intake and Employment.

 

On the intake page I have a portal showing basic data from a more detailed Employment page.

This works just fine.

On the employment page where they Case manager loads all of the details of the employer I want

to show the first name and last name of the client. I put the fields on the layout and they are showing

that they are from the Intake table, but the client name does not show up. Is the only way to do this in

a portal?

or

Should I be able to to add a field from the intake table on the employment table?

(if yes than I am doing something wrong, oh boy what a surprise, lol)

 

Bill

 

PS - Okay so I am embarrassed to say I was placing the wrong field names in layout, doh!

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