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  #1  
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Buckbuck
 
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Default Portal question - 02-21-2011 , 10:13 AM






FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?

Thanks
Matthew

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  #2  
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Howard Schlossberg
 
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Default Re: Portal question - 02-21-2011 , 10:25 AM






On 2/21/2011 8:13 AM, Buckbuck wrote:
Quote:
FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?
Yes, it is.

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  #3  
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Your Name
 
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Default Re: Portal question - 02-21-2011 , 01:57 PM



"Buckbuck" <buck.matthew74 (AT) yahoo (DOT) com> wrote

Quote:
FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?
Probably. A Portal simply displays the list of Related Records for a
particular Relationship. If you can define a Relationship to group together
"my Invoices", then you can have a Portal listing those Related Records.

Helpful Harry )

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  #4  
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Buckbuck
 
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Default Re: Portal question - 02-23-2011 , 06:35 PM



On Feb 21, 11:57*am, "Your Name" <your.n... (AT) isp (DOT) com> wrote:
Quote:
"Buckbuck" <buck.matthe... (AT) yahoo (DOT) com> wrote in message

news:72411792-dd58-4ac9-ab83-8a3c8095c425 (AT) o18g2000prh (DOT) googlegroups.com...

FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?

Probably. A Portal simply displays the list of Related Records for a
particular Relationship. If you can define a Relationship to group together
"my Invoices", then you can have a Portal listing those Related Records.

Helpful Harry *)
How would you suggest I do this?
Thanks

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  #5  
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Your Name
 
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Default Re: Portal question - 02-23-2011 , 09:26 PM



In article
<e9aa13b0-2508-481a-8e1a-75ae09f4346e (AT) k17g2000pre (DOT) googlegroups.com>,
Buckbuck <buck.matthew74 (AT) yahoo (DOT) com> wrote:
Quote:
On Feb 21, 11:57=A0am, "Your Name" <your.n... (AT) isp (DOT) com> wrote:
"Buckbuck" <buck.matthe... (AT) yahoo (DOT) com> wrote in message
news:72411792-dd58-4ac9-ab83-8a3c8095c425 (AT) o18g2000prh (DOT) googlegroups.com...

FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?

Probably. A Portal simply displays the list of Related Records for a
particular Relationship. If you can define a Relationship to group
together "my Invoices", then you can have a Portal listing those
Related Records.

How would you suggest I do this?
Thanks
It's impossible to say without knowing how your database is set-up, what
determines "my invoices", etc.

Helpful Harry )

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  #6  
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Buckbuck
 
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Default Re: Portal question - 02-25-2011 , 11:36 AM



On Feb 23, 7:26*pm, your.n... (AT) isp (DOT) com (Your Name) wrote:
Quote:
In article
e9aa13b0-2508-481a-8e1a-75ae09f43... (AT) k17g2000pre (DOT) googlegroups.com>,





Buckbuck <buck.matthe... (AT) yahoo (DOT) com> wrote:
On Feb 21, 11:57=A0am, "Your Name" <your.n... (AT) isp (DOT) com> wrote:
"Buckbuck" <buck.matthe... (AT) yahoo (DOT) com> wrote in message
news:72411792-dd58-4ac9-ab83-8a3c8095c425 (AT) o18g2000prh (DOT) googlegroups.com....

FM10
I have a database called INVOICES. Is it possible to insert a portal
that would show a list view of my Invoices?

Probably. A Portal simply displays the list of Related Records for a
particular Relationship. If you can define a Relationship to group
together "my Invoices", then you can have a Portal listing those
Related Records.

How would you suggest I do this?
Thanks

It's impossible to say without knowing how your database is set-up, what
determines "my invoices", etc.

Helpful Harry *)
I have database structured on a CONTACTS database (kp_CONTACTS_ID), an
INVOICES database (kp_INVOICES_ID), a LINE database, and a PRODUCTS
database. The Contact info drops into an Invoice layout through the
relationship: INVOICES::kf_CONTACTS_ID = CONTACTS::kp_CONTACTS_ID.
The product info drops into a LINES portal on the INVOICES layout
(kf_Products_ID and kf_Invoices_ID). I think it is a standard
structure.

Thanks

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  #7  
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Howard Schlossberg
 
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Default Re: Portal question - 02-25-2011 , 03:00 PM



On 2/25/2011 9:36 AM, Buckbuck wrote:
Quote:
INVOICES::kf_CONTACTS_ID = CONTACTS::kp_CONTACTS_ID
If you want the INVOICES portal to be on the CONTACTS screen, then
wouldn't you just use the same relationship (INVOICES::kf_CONTACTS_ID =
CONTACTS::kp_CONTACTS_ID), assuming the layout is based on CONTACTS and
the portal is based on INVOICES.

Or are we misunderstanding what you are trying to accomplish?

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  #8  
Old   
Buckbuck
 
Posts: n/a

Default Re: Portal question - 02-25-2011 , 05:51 PM



On Feb 25, 1:00*pm, Howard Schlossberg
<how... (AT) nospam (DOT) fmprosolutions.com> wrote:
Quote:
On 2/25/2011 9:36 AM, Buckbuck wrote:

INVOICES::kf_CONTACTS_ID = CONTACTS::kp_CONTACTS_ID

If you want the INVOICES portal to be on the CONTACTS screen, then
wouldn't you just use the same relationship (INVOICES::kf_CONTACTS_ID =
CONTACTS::kp_CONTACTS_ID), assuming the layout is based on CONTACTS and
the portal is based on INVOICES.

Or are we misunderstanding what you are trying to accomplish?
I want the portal on the Invoices layout - thanks

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  #9  
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Howard Schlossberg
 
Posts: n/a

Default Re: Portal question - 02-26-2011 , 12:53 AM



On 2/25/2011 3:51 PM, Buckbuck wrote:
Quote:
On Feb 25, 1:00 pm, Howard Schlossberg
how... (AT) nospam (DOT) fmprosolutions.com> wrote:
On 2/25/2011 9:36 AM, Buckbuck wrote:

INVOICES::kf_CONTACTS_ID = CONTACTS::kp_CONTACTS_ID

If you want the INVOICES portal to be on the CONTACTS screen, then
wouldn't you just use the same relationship (INVOICES::kf_CONTACTS_ID =
CONTACTS::kp_CONTACTS_ID), assuming the layout is based on CONTACTS and
the portal is based on INVOICES.

Or are we misunderstanding what you are trying to accomplish?

I want the portal on the Invoices layout - thanks

So you want a portal of all invoices on your invoices layout? Create a
relationship from Invoices to a second table occurrence of Invoices,
connecting any two fields (preferably globals for speed reasons) using
the 'X' connector (a cartesian join).

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  #10  
Old   
Buckbuck
 
Posts: n/a

Default Re: Portal question - 02-26-2011 , 11:46 AM



On Feb 25, 10:53*pm, Howard Schlossberg
<how... (AT) nospam (DOT) fmprosolutions.com> wrote:
Quote:
On 2/25/2011 3:51 PM, Buckbuck wrote:

On Feb 25, 1:00 pm, Howard Schlossberg
how... (AT) nospam (DOT) fmprosolutions.com> *wrote:
On 2/25/2011 9:36 AM, Buckbuck wrote:

INVOICES::kf_CONTACTS_ID = CONTACTS::kp_CONTACTS_ID

If you want the INVOICES portal to be on the CONTACTS screen, then
wouldn't you just use the same relationship (INVOICES::kf_CONTACTS_ID =
CONTACTS::kp_CONTACTS_ID), assuming the layout is based on CONTACTS and
the portal is based on INVOICES.

Or are we misunderstanding what you are trying to accomplish?

I want the portal on the Invoices layout - thanks

So you want a portal of all invoices on your invoices layout? *Create a
relationship from Invoices to a second table occurrence of Invoices,
connecting any two fields (preferably globals for speed reasons) using
the 'X' connector (a cartesian join).
Sorry, I will be more specific. I want a portal of all the Invoices
related to the Contact currently shown on any particular Invoice. Not
a portal showing all Invoices.

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