I have made some progress towards this but am still struggling.
I have set up a duplicate copy of "Quote Details" - called "Quote Details 2" and made the relationship :-
Quote Details: Resource Type = Quote Details 2: Resource Type
Quote Details: Quote Details Id = Quote Details 2: Quote Details Id
I have set up the portal based in Quote Details 2.
However I still get the whole list in the pop up menu rather than just a subset depending on whether the resource type is labour or materials.
Any thoughts ? Thanks
What you are describing is called a conditional valuel list and there are ways that use either a relationship and/or a calculation field that will do what you describe:
Thanks - I did try these links over the weekend - but still couldn't get it work. Any more thoughts ? thanks
If you just and only want labour values define this calculation field in the table that lists resource names and resource types:
If ( Resource Type = "Labour" ; Resource Name ; "" )
This is "Option 1" in the first of the two links that I posted.
Refer to this calculation field in your value list setup and you'll only see labour type resource names in the value list.
If you want this to be selectable, (Select "Labour" in a separate field and see the Labour resource names, select "Material" and see the material resource names), you'll need to set up a relationship as described in option 2 in the first link.
option 2 is what I wanted but couldn't get to work.
Make a second table occurrence of Resource_Details by clicking it in Manage | Database | Relationships and then clicking the button with two green plus signs. You can name this new occurrence Resource_DetailsByType.
Relate to Quote_Details like this:
Resource_DetailsByType::Resource_Type = Quote_Details::Resource_Type
Now define the value list to display values from Recource_DetailsByType, use only related values starting from Quote_Details.