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Use a portal to view all records with same root number

Question asked by nancyf on Oct 23, 2014
Latest reply on Oct 24, 2014 by Stephen Huston

I'm trying to create a portal to view all proposals in the database with the same "root" number We may have one base proposal with the number 12345, then numerous addendums with 12345-1, 12345-2, etc. I've created a field using the Right function to narrow down the root number for each addendum, and then created a relationship based on the "rightfunction" field and the base. I can't seem to make the portal work...any suggestions.