1 2 Previous Next 18 Replies Latest reply on Jan 17, 2014 7:08 AM by erolst

    Portal Filter


      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!

        • 1. Re: Portal Filter
          Stephen Huston

          j.hall wrote, in part:


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


          I think that you need to incorporate  parenthesis, depending on the actual logic you intend to impose on this condition. For example:


          ( IndvTypeTracking::Type = "Foster Parent"  or IndvTypeTracking::Type = "Caregiver" ) and

          (IndvTypeTracking::TypeStatus ≠ "Inactive" ) and



          Parenthesis tell the calc engine which parts of the condition to evaluate separately and which to use together. As originally written, it was unclear whether you wanted the first condition to be evaluated alone or with some of the later conditions. As rewritten you now have a string of three AND conditions which must all be met, including either of the two options in the OR condition at the start. (This is why I say your intent will decide where you need to place the parenthesis.)

          • 2. Re: Portal Filter



            I did that and now no records are being displayed...


            But if I take out  and (Year(HomeVisit::HomeVisitDate)=TrainingTracking::CurrentTrainingYear) it displays the first record in TrainingTracking table it finds.

            • 3. Re: Portal Filter
              Stephen Huston

              Is that what you want it to do? If not, please explain the logic of what you want the calc to do in English so we can take another stab at where the parenths, ANDs, and ORs should be arranged.

              • 4. Re: Portal Filter

                Ok, sorry I might have not made that clear.


                The individual in the portal should be an Active Person Assigned to the Home and the record from the Training Tracking Table should be the one in which the Training Year matches the Year of the Home Visit. This is to insure that if they need to be reprinted they have the correct information for they year on them.


                Thank you!

                • 5. Re: Portal Filter
                  Stephen Huston

                  Another thought, be sure the calc field result type of TrainingTracking::CurrentTrainingYear is set to number, not text, so it can match the Year() result. Text and Numbers won't equal properly.

                  • 6. Re: Portal Filter

                    TrainingTracking::CurrentTrainingYear is already set to a number as the data type.

                    • 7. Re: Portal Filter
                      Stephen Huston

                      Using a value from the TrainingTracking table is a problem if the portal isn't showing records from that table. You may need to do a calc test for a PatternCount on a LIST of record field values if the portal is relying on another table than the portal table.

                      • 8. Re: Portal Filter

                        Yes, the intent is to get the portal to show records from the TrainingTracking table. But I need to get it to show 2013 instead of 2014 for example.

                        • 9. Re: Portal Filter
                          Stephen Huston

                          You could do that with a global field for the user to pick which year to use and rewrite part of the the filtering calc to be based on the global field selection. This would avoid having to reference a separate value in another related table.

                          • 10. Re: Portal Filter

                            I have a picker and that works on another portal. But the same setup isn't working here...

                            • 11. Re: Portal Filter

                              OK, I think I figured it out... well, no, that's not true. I've figured out what it's doing, but I'm not sure how to fix it.


                              So If I go to the indivdual face sheet and manually set their training year, to 2014 and then go to a home visit form for 2014, it shows the correct record.


                              if I change it on the Individual Facesheet to 2013... They drop off the filter for 2014...

                              • 12. Re: Portal Filter

                                j.hall wrote:

                                … and Year(HomeVisit::HomeVisitDate)=TrainingTracking::CurrentTrainingYear

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


                                Try creating a calc field in HomedvAssign that reads in currentTrainingYear via the relationship, then use that to compare to year of homeVisitdate. I think you cannot use data that is located “past” the target (portal) TO in the relationship chain to compare, but must an actual attribute (field) of the target TO's table. No, that IS possible, must be something else


                                If that (or all else) fails, why not post a file with some (non-prívacy violating) sample data?

                                • 13. Re: Portal Filter

                                  I'm beginning to think that the only way I'm going to get this to work is create dates on everything and setup new TOs so that you can view things "By Year".


                                  I don't have a file I can post unfortunately.


                                  My best guess right as to what it's doing is that it finds the first record, it doesn't match and it doesn't search for one that does.


                                  I'm sorry, I'm kinda knew with all this. Very frustrated...


                                  I guess I'm not understanding how portal filtering works yet.


                                  If an individual has 2 records in a table, is there a way to automatically select one record over another in a portal? Sort of like a find a record?

                                  • 14. Re: Portal Filter

                                    if I tell the portal to show Records from TrainingTracking it shows ALL the records, doesn't filter them and it doesn't pull the right names for the records.


                                    Why does it doe that? If the record is related to an individual? Why is the portal pulling the incorrect Name for that record?

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