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search in portal

Hiroyuki Tamura
Medium Priority
Last Modified: 2010-04-27
do you know how to search in portal?
i get wrong data after searching in portal.
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If you do a Find for records based on entering criteria in a portal, the records returned will be the ones in the main layout that relate to the criteria in the portal.

For example, if you have a database of animals, like cows, horses, and goats, and a portal showing what foods they eat, if you do a Find for "hay" in the portal, the found set will include all animals that have "hay" as one of their foods, even if they also eat other foods. The portal for each record will still show all the related records for that animal.

If you want to filter or restrict which related records appear, you need to use a different approach.
You can either modify the portal relationship so that it shows only the desired results, or you can use a script that switches to a separate layout and displays only the desired records that way.

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Another approach maybe?
When in find mode, no record is active, therefore, at that very moment, the relationship is disabled; so there is no more filtering done by the portal, it is a simple pass through for all records of the related table.
The easiest way for me is:
- to go to related records in a another window using a layout related to the sub table, display "only related records/match current record only" and then do a find here using "constrain found set", to narrow down the record set with the find criteria.
But doing the find directly in the sub table is far easier in most situations, simply using 2 fields, the one you need + the ID allowing to isolate the parent record.
Hiroyuki TamuraField Engineer


thank you, billmercer and lesouef:)
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