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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Hi everyone,

I'm trying to adjust the invoice template to my invoice needs and I have it mostly working but I have one problem.

I have this setup with a portal:

FM-examples_4.png

The problem is, when I erase one of the records it erases the same line in all of the tabs. Is there a way to separate the different line items for each tab? Should Each tab come from a  different table?

Posted

It is difficult to analyze the problem from a screenshot. From your description, it would seem that a single record in the LineItems table can represent up to 5 different line items. Are your portals filtered to show only a specific type of product?

  • Newbies
Posted

Thanks!

2 minutes ago, comment said:

Are your portals filtered to show only a specific type of product?

Yes, they are.

Perhaps this screenshot helps...

FM-examples_3.png

This are the fields for the second tab:

Screenshot-2023-09-19-at-12.27.06.png

 

Posted
3 minutes ago, Alejandra Valenzuela said:

Perhaps this screenshot helps...

I am afraid not. What would help is a simple file that demonstrates the problem - and only the problem.

 

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This topic is 429 days old. Please don't post here. Open a new topic instead.

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