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Chapter 6. Creating Relationships > Searching for Self-Relationship Data

Searching for Self-Relationship Data

Instead of using a portal field as a button, you can create a separate button in the portal and use it to perform a search in the self-relationship records.

To search for self-relationship data:

1.
Go to a layout with the self-relationship portal and switch to Layout Mode (Ctrl+L/Command-L).

2.
Click the Button tool, then click and drag on the layout to size and place the button (Figure 6.59). The Specify Button dialog box appears.

Figure 6.59. Use the Button tool to create a button on the layout.


3.
From the list on the left, scroll to the Navigation section and select the Go to Related Record command.

4.
In the Options section on the right, choose the relationship (we use Company).

5.
Check the “Show only related records” box (Figure 6.60). Click OK.

Figure 6.60. “Show only related records” acts like a Find command.


6.
At the flashing cursor, type a title for the button. You can also resize and add color if needed.

When you switch to Browse mode and click the button, the found set of company records will appear in the portal.


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