AnsweredAssumed Answered

How many records are transferred to a portal

Question asked by BillisSaved on Jun 24, 2015
Latest reply on Jun 24, 2015 by BillisSaved

Good afternoon everyone,


I hope your day is going well. I'm attempting to develop a more complete understanding about the nature of portals, and I hope some of you may be able to enlighten me. I would like to know which/how many records are transferred to a portal when a remote client accesses a layout. For example:

Table 1 - SalesRep

Table 2 - MeetingHistory

Relationship: SalesRep::pkSalesRepID |---|| MeetingHistory::fkSalesRepID

Layout Sales Person - based on Table SalesRep

Sales Person layout contains a portal based on Table MeetingHistory

I've created an opening script that determines the user's name and selects the appropriate record from the SalesRep table. The portal is populated with the MeetingHistory records related to the selected SalesRep. In this scenario, are the related MeetingHistory records the only ones that are transferred from the server, or are they all transferred and then filtered, based on the relationship, on the client?

Thanks in advance for any assistance and/or advice you are willing to provide! Have a great afternoon!

God bless,