j.hall

Portal Filter

Discussion created by j.hall on Jan 16, 2014
Latest reply on Jan 17, 2014 by erolst

Ok, I'm going to spend an hour typing this out so that you are able to comprehend what I've done... And then someone is going to solve this in 10 minutes. I've been working on it for almost a week and I can't get it to work. So... here it is.

 

I have the need to filter out some records from a table, but in that table, an individual will have an entry for each year.

 

The problem is we have a Home Visit form that needs to display the Training information for the individuals assigned to the home.

 

I'm currently Filtering like this: With the portal showing records from HomeIndvAssign

 

IndvTypeTracking::Type = "Foster Parent" or IndvTypeTracking::Type = "Caregiver" and IndvTypeTracking::TypeStatus <> "Inactive" and Year(HomeVisit::HomeVisitDate)=TrainingTracking::CurrentTrainingYear

 

But it's not pulling up the bold part. It's just bring up the first record in the TrainingTracking table that it finds. How do I set up the filter to pull the record that matches?

 

The tables are related, as such....

 

HomeVisit -> HomeInfo -> HomeIdvAssign -> Individual -> TrainingTracking.

 

Any and all Hellp would be greatly appreciated!

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