Filtering records in portals
By filtering portal records, you can display different sets of records in a portal.
To filter records in a portal:
1.
Double-click the portal.
2.
In the Portal Setup dialog box, select Filter portal records.
The Specify Calculation dialog box appears.
3.
Define a calculation that determines which portal records will be displayed.
For example, if you are in an Invoices layout, in a portal that shows product records from a LineItems table and want to display just the products with quantities greater than or equal to one, use the formula If (LineItems::Quantity < 1; 0; 1).
4.
Click OK.
Important  The results of summary fields, calculations, and find requests are based on the full set of related records, not just the records in a portal that are filtered. For example, if a portal is displaying a filtered subset of records, and there is a Total of summary field outside the portal summarizing these records, the summary field will total all related records, not just the displayed records.
Notes
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If filtering is enabled, in Layout mode you see Filter in the lower left corner of the portal.
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Filtering records is intended for display purposes only, not for security purposes.
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Filtering records is performed before sorting records.
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The portal filter calculation will evaluate the same as a field calculated in a portal row.
Related topics 
Creating portals to display related records
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