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

On 2/21/2011 8:13 AM, Buckbuck wrote:
> 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.

"Buckbuck" <buck.matthew74@yahoo.com> wrote in message
news:72411792-dd58-4ac9-ab83-8a3c8095c425@o18g2000prh.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  :o)

On Feb 21, 11:57=A0am, "Your Name" <your.n...@isp.com> wrote:
> "Buckbuck" <buck.matthe...@yahoo.com> wrote in message
>
> news:72411792-dd58-4ac9-ab83-8a3c8095c425@o18g2000prh.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 togeth=
er
> "my Invoices", then you can have a Portal listing those Related Records.
>
> Helpful Harry =A0:o)

How would you suggest I do this?
Thanks

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

On Feb 23, 7:26=A0pm, your.n...@isp.com (Your Name) wrote:
> In article
> <e9aa13b0-2508-481a-8e1a-75ae09f43...@k17g2000pre.googlegroups.com>,
>
>
>
>
>
> Buckbuck <buck.matthe...@yahoo.com> wrote:
> > On Feb 21, 11:57=3DA0am, "Your Name" <your.n...@isp.com> wrote:
> > > "Buckbuck" <buck.matthe...@yahoo.com> wrote in message
> > >news:72411792-dd58-4ac9-ab83-8a3c8095c425@o18g2000prh.googlegroups.com=
....
>
> > > > FM10
> > > > I have a database called INVOICES. Is it possible to insert a porta=
l
> > > > 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 =A0:o)

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 =3D 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

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?

On Feb 25, 1:00=A0pm, Howard Schlossberg
<how...@nospam.fmprosolutions.com> wrote:
> On 2/25/2011 9:36 AM, Buckbuck wrote:
>
> > INVOICES::kf_CONTACTS_ID =3D 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 =3D
> 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

On 2/25/2011 3:51 PM, Buckbuck wrote:
> On Feb 25, 1:00 pm, Howard Schlossberg
> <how...@nospam.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).

On Feb 25, 10:53=A0pm, Howard Schlossberg
<how...@nospam.fmprosolutions.com> wrote:
> On 2/25/2011 3:51 PM, Buckbuck wrote:
>
> > On Feb 25, 1:00 pm, Howard Schlossberg
> > <how...@nospam.fmprosolutions.com> =A0wrote:
> >> On 2/25/2011 9:36 AM, Buckbuck wrote:
>
> >>> INVOICES::kf_CONTACTS_ID =3D 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 =
=3D
> >> CONTACTS::kp_CONTACTS_ID), assuming the layout is based on CONTACTS an=
d
> >> 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? =A0Create 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.

Buckbuck <buck.matthew74@yahoo.com> wrote:

> I want a portal of all the Invoices
> related to the Contact currently shown on any particular Invoice. Not
> a portal showing all Invoices.

Same technique with the new table occurence, but this time you relate
contactID to contact ID.

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