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Portal Basics

As previously mentioned, a portal is essentially a view into a related table. In each row of your portal, you will see fields from records as they relate to the current record to which the portal is tied.

Another way to think of portals is that they offer a view into another table from a specific perspective. The match criteria you've established determine the perspective and, depending on how you've set things up, it is possible to change that perspective to useful ends.


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