I have some global variables $$A, $$B, $$C and what to search within a table for these terms in fieldA, fieldB and fieldC (using Perform Find). How can I use the result of this Perform Find to display the results in a portal.
The implementation by my predecessor replaces a field fieldSEARCHwith 1 if it is in the Perform Find results and 0 otherwise, and then uses a portal filtered by this field. This seems a very dodgey way of doing it, not least becuase it means that multiple users will not be able to search at the same time!
Can you enhance the portal filter to filter against the variables themselves? Or you can perform the find, grab IDs of the found set, put them into a global field, and then use the field to construct the relationship. Global fields are multi-user safe.
The best way is not to do this at all, but use list views to perform searches. List views are naturally searchable and much more flexible than portals (you can easily sort them, omit arbitrary records, and so on). It’s possible to repeat this functionality in portals, but it’s way more complex. I mean, if there’s some serious gain from using a portal, then it’s doable, but if not, then the native way is obviously better.