you should have date field where you can enter the date value to each record, lets call it DateX for the moment.
all you have to do is
create 2 new global date fields DateFrom and DateTo (any name)
Then link the drop down calender to the both fields (to make it easy)
create script with this steps
Enter find mood
SetField DateFrom&"..."DateTo -----> DateX
after , it should filter the records within that date range
Thanks for the quick response. I feel this is what I've done (i'm attaching a screenshot) but still it doesn't work. It says that "The provided find criteria is not valid" when I perform the find.
hmm you are looking for filter the records in portal . that is something i have to check
Your set field script step is not set up correctly. There shouldn't be an extra set of [ ] showing in the script editor.
When Setting up Set Field, there are two Specify buttons that must be clicked. To get Set Field [Table::Field ; Expression], add set field to your script and click the first button (specify target field). Select Table::Field from the list of fields. Do not click the specify button next to the repetition box. Click OK to close this dialog box. Now click the lower specify button (calculated result) and create the expression to the right of the semicolon (;). Do not try to type in the semicolon.
Thanks PhilModJunk!! Well Spotted!
The find is perfectly performed now this is one big step forward for me! :)
However I do not get the results shown on the portal. Is there a way to do that?
My last question has already be answered by PhilModJunk here:
My last question of the problem:
Is it possible to get a sum of the "amount" field in the filtered portal?
Define a summary field in the portal table to sum the amount field. Put it in a one row portal with the same portal filter as your first portal.
Better check the details as this is a very commonly used method to get a total based on the records visible in a filtered portal. This is not a Sum calculation field, by the way, it's a summary field that you define in the portal's table.
Just did it! Amazing!! :) Thanks again PhilModJunk!
Your answers helped me a lot throughout this exercise!!