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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, I would like to know how to enter a id in a field on a portal and then all related data shows up automatically in the portal ie;

I enter "111 (ID)" and one hundred and eleven (Title) Numbers (Description) etc.. shows up in the portal line. I want to scan items via a barcode reader that would add them to an order.

should this be done within a portal or not??

Thanks in advance

Posted

Hello rservis,

What you want to do is certainly an appropriate use of a portal, however from your description, you will require three files to achieve it.

The first file will hold one record per transaction, and will have a portal to the second file, in which the various items which were added to the transaction are stored as separate records (which show in the portal for the transaction to which they relate).

You will then require a third file from which the second file (the 'items' file) draws reference information about the numbered information. This can be done in the Items file either as a look-up, or better still, as a calculation which references the relevant field(s) in the third 'Inventory' file.

Thus when you enter '111' into a new row in the portal in your Transaction file, a new record is created in the Items file, and data about the name etc of the item numbered 111 will be drawn from the Inventory file into the Items file and from there, displayed in the portal on the 'Transaction' layout.

This topic is 8131 days old. Please don't post here. Open a new topic instead.

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