2 Replies Latest reply on Mar 23, 2014 12:49 AM by woodeye

    Relationship graph with Join table and Layout question


      I have 4 tables,related as follows:


      MainTable -< JoinTable >- Territories -< Retailers

      pkSALESREP_ID field is a global field. This field is set when the user logs in.

      pk = primary key

      fk = foreign key







      I would like to have a layout that shows in a portal, all the Retailers that belong with the salesperson who logged in. I would also, on the same layout, like to be able to choose a Territory and then only see those Retailers who are linked to both the SALESREP_ID and whichever territory chosen. If I start with the Territories TO, I am able to show Retailers in the portal, but only those associated with the current Territory.


      Any suggestions would be greatly apprciated.





        • 1. Re: Relationship graph with Join table and Layout question

          It sounds like you need to research Filtered Portals. One portal can be related to the retailers for that Sale rep. Then filter it to show only a "chosen" Territory (via drop-down, perhaps). It will change the records shown in the portal. This is done with a calculation in the portal dialog (select the Filter button to bring up the calc dialog). You can set the filter to show all in the relationship if the Territory is not selected, or just those in the single territory.




          • 2. Re: Relationship graph with Join table and Layout question

            Thank you Beverly. The issue above turned out to be that I had made a mistake in the key fields, and that's why I wasn't getting the correct linked records.


            Concerning filtered portals, I do use them, but with this application, as I have up to 4 different search fields, I thought it would be easier filtering thru a relationship(s) than thru a portal.


            Thank you