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Committing/Validating Data in a Portal


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Posted

I have a time entry layout based on my Personnel table, with a portal to a related Timesheet table. Several of the fields in the Timesheet table are validated for "not empty" (aka, they are required fields)

When users add several timesheet records in the portal without committing after each record, if validation fails on any record, it gives them the error message:

"FieldName" is defined to require a value, but is not available on this layout. Use another layout to assign a value to this field.

(And of course, if they revert, they lose ALL their uncommitted records, not just the one that failed validation.)

These fields ARE on the layout, but via portal and a relationship, so I suspect the validation is looking for field "Timesheet::Role" from the primary data table and not "PersonnelTimesheet::Role" from the relationship graph.

My real problem, I guess, is that users have no feedback as far as which of their entries is failing validation.

And I guess the REAL real problem is that I can't figure out how to force commit/validation as they leave one portal row.

Is there a good way to solve either of these problems?

Do I need to use custom messaging for failing validation? Should I add this to script triggers on leaving each field instead? There are 11 fields visible in the portal, and 5 of them are required, with an additional 1 being required if other conditions are met.

 

Posted

Personally, I would rather have more control, and I don't like allowing creation of records by relationship - so I would make a popup that adds the time sheet entries that works directly in the Timesheet context - which also then allows you to use custom formatting to indicate fields that are required, and to trap for the validation entries when they try to commit an incomplete record.

  • 3 weeks later...
Posted
On 9/18/2016 at 3:06 PM, webko said:

Personally, I would rather have more control, and I don't like allowing creation of records by relationship - so I would make a popup that adds the time sheet entries that works directly in the Timesheet context - which also then allows you to use custom formatting to indicate fields that are required, and to trap for the validation entries when they try to commit an incomplete record.

So, would this be a popup from my existing Personnel page then? They could view their records through the portal, but any edits or new records would be done via a popup where the layout is based directly on the Timesheet table?

I continue to have problems with validation, regardless of numerous script triggers to validate individual fields, so I may need to consider this.

Posted

That would be the approach I took - then the validation(s) can be performed when the click the OK button or close the popup

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