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Claris Engage 2025 - March 25-26 Austin Texas ×

Portal Data Creation - Other Fields


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Posted

When using a portal to create new records, is it possible to include other fields outside the portal (but in the same record as the portal), in every newly created record?

Thanks

Posted

If I understand your question correctly, you are asking if while in a particular portal row, you can set fields on the same related record, but not shown in the portal row. The answer is yes, using the Set Field() script step. The usual visibility requirements exist for Insert and Copy and Paste.

When creating related records, I have a preference for using an external script in the related file, rather than depending upon a local script that uses "Go to Portal Row" and "Go to Field".

-bd

Posted

Additionally, calculation and auto-calc fields in the related file will fill in, provided the needed data is supplied, even if those fields are not included in the portal.

Posted

I am attempting to create a database to track purchase orders, so I need to have the purchase order number as well as some other information appear on each record I create with the portal. Each record will be an individual item being purchased.

This topic is 8168 days old. Please don't post here. Open a new topic instead.

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