Advanced Portal Filtering

Portals are wonderful tools for showing related data relevant to what your solution is solving. Sometimes, however, there's a trick to getting them to show exactly what you want. The combination of functions required may not always be obvious and it can be hard to achieve the desired result.

Essentially, you have to know how to extract the specific key values which allow you to filter only the desired rows. In this video, I walk through all the specifics of creating a custom function which allows you to filter unique keys such that only the desired records will be shown.

If you've ever had the need to filter your portals in a highly specific way, then this video and the associated technique file will likely provide you with some great insight. In a short amount of time, you'll get those portal filters to work exactly as you need!

AttachmentSize
AdvancedPortalFiltering.zip1.66 MB

Comments

Thank you Matt for this wonderful technique. This is very helpful, however, when I open your file in version 16, the filtered portal does not show any data. Using data viewer, UniqueKeys ( List ( RelatedData::category ) ; List ( RelatedData::id ) ) will return results in version 18, but not 16. I'm excited about this feature; please help.

Thanks,
Sam

Good afternoon,

I subscribed to the magazine. When the samples are downloaded from the website, it is impossible to see their code. Please let me know how to proceed to review the calculations or any other item in the samples.

Thank you,

Maricruz