Access records in a portal
I have a Case table where each case can have a set of financial Ledger records associated with it.
Each month the loans are processed and interest is calculated by applying the interest to each transaction. (That bit I can do)
I then want to go through the Ledger records collect up the individual interest, by Case, and add this total to the balance in the Case record.
I have tried using the portal option - new layout with the Portal control on it - with no success
I have tried the script below.
Set Variable [ $TotalLedger; Value:0 ]
Go to Layout [ “portLedger” (aflCase) ] ' The layout holds the portal holding the ledger records filtered for the selected Case
Go to Portal Row [ Select; First ] ' Start at the first record of the selection. This seems to take the pointer to the first record in the Ledger table.
Set Variable [ $TotalLedger; Value:$TotalLedger + aflLedger::ledNetAmount ] ' Do the calculation to consolidate the entries
Go to Record/Request/Page [Next; Exit after last ]
Go to Layout [ “aflCase” (aflCase) ]
Set Field [ aflCase::casEoMBalance; $TotalLedger ] ' Save the amount in the relevant case field
The above works in a way but it always picks the same set of Ledger records regardless of which Case has been selected.