Any help on filtering for a portal?
I have contact database with a field called PCode.
I have a reference database that has 4 fields: PCodePrim, PCodeRel, PCodeNum, and PCodeSec.
The reference database maps the level of a relationship between two contacts. So there are 4 codes for PCodeRel (A,B,C,D) and then PCodeNum represents the unique number of PCodeRel for that PCodePrim.
The relationship that I have created is Contact:PCode is used to link to PCodePrim which has multiple records with unique PCodeSec which should point back to Contact:PCode.
I'm trying to create a filtering mechanisms so for each unique PCodePrim and PCodeRel Group will be called into a portal.
Any thoughts on how to filter for identification in portal?
Sorry about lack of technical writing as I'm new to this.
Posts are great resources so I want to thank all contributors.