Portal Help

Discussion created by colinmatthews on Jan 12, 2014
Latest reply on Jan 12, 2014 by erolst



I am having problems with portal setup and I'm hoping that someone can point me in the right direction.


I have a layout for "Sourcing Products" which can contain multiple suppliers of the same product. I have added a button to that record which takes the user to a new window - "Profit Analysis" - to calculate profits for that particular supplier's product.


I would like a portal in the "Sourcing Products" layout which shows a summary of the results calculated in the "Profit Analysis" layout.


It seemed to be working ok until I had two products with the same name. I presume that I have to specify which of the Souring Products records relates to which of the Profit Analysis records for it to match and pull through to the correct record but I cannot figue out how to do this.


Any help would be greatly appreciated.






Product Sourcing.pngProfit Analysis.png