SeedCode Support Forum

On the Projects Layout you have the side bar with a portal called ProjectsSideBar_ActiveProjects which I have altered to hold the following fields:

ProjectsSideBar_ActiveProjects::_id_Projects
ProjectsSideBar_ActiveProjects::_id_Company
ProjectsSideBar_ActiveProjects::Status
ProjectsSideBar_ActiveProjects::Name

I have added a filter with the following calculation: (the following was copied from the calculation box)
ProjectsSideBar_ActiveProjects::Status="Inquiry" or
ProjectsSideBar_ActiveProjects::Status="Awaiting Quote" or
ProjectsSideBar_ActiveProjects::Status="Sent Quote" or
ProjectsSideBar_ActiveProjects::Status="Awaiting Response" or
ProjectsSideBar_ActiveProjects::Status="Awaiting Deposit"

Everything works well except it will not add the “Awaiting Deposit” jobs into the list.
I have tried typing a different name in the value list and changing it in the calculation box, I have tried putting new names into the value list and then adding them to the calculation, I have re-selected the status of jobs, and tried to put in new jobs with existing statuses but to no avail?

Also I have copied the portal onto the other 2 tabs that you had for recent and I think the last one was blank and on the other tabs I have kept everything the same except for the filter where I have used:

(the following was copied from the calculation box)
Tab 2 Current Jobs
ProjectsSideBar_ActiveProjects::Status="Paid Deposit" or
ProjectsSideBar_ActiveProjects::Status="Awaiting Production" or
ProjectsSideBar_ActiveProjects::Status="Ready to Start" or
ProjectsSideBar_ActiveProjects::Status="Underway" or
ProjectsSideBar_ActiveProjects::Status="Ready for Delivery" or
ProjectsSideBar_ActiveProjects::Status="Installation" or
ProjectsSideBar_ActiveProjects::Status="Balance Paid"
(the following was copied from the calculation box)
Tab 3 Completed Jobs
ProjectsSideBar_ActiveProjects::Status="Completed" or
ProjectsSideBar_ActiveProjects::Status="Declined" or
ProjectsSideBar_ActiveProjects::Status="On Hold" or
ProjectsSideBar_ActiveProjects::Status="Cancelled"

These two portals show no records at all.
What am I doing wrong?

I just realised that I also had to alter the Active Project script to include my new values....doooooh
I did and everything works fine!

I will now change the drop down list to a pop up so that no one else can be as dumb as me and and new items.

Well done. But we were already filtering the ProjectsSideBar_ActiveProjects relationship (the relationship, not the portal) for "activeness". Changing that would obviate the need for the portal filtering you're doing for active projects. You can learn how to change this here: http://www.seedcode.com/pmwiki/pmwiki.p ... veProjects

For your two new portals, you have a couple options. You can do what we did with active projects and create a new script that sets keys for "current" projects and "completed" projects, creating a new relationship for each. Or you can create portals and relationships to show "all" projects but filter them using the calcs you've already worked up.

The disadvantage to the portal filtering is that if/when you have 20k project records, your portal filtering calcs will evaluate for every single one of them.

Hope that helps,

John

LOL! Perfect.