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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, I hope someone can point me in the right direction on this one.

I have files A and B. File A contains a portal showing related records from file B. So far so good.

What I want to achieve, is to select a portal row so that I can see all the fields of that related record in a second (single row) portal on the same layout.

Hope this makes sense. Any help greatly appreciated.

Thanks

Boyd

Posted

One option:

Define a global text field in File A called, say, Current_Related_Record.

Define a relationship from Current_Related_Record in File A to your primary key in File B.

Create a script in File A with one step:

Set Field (Current_Related_Record, Portal_Relationship_Name::File_B_Primary_Key)

On your layout, you don't need to create a second portal. Just place fields on the layout that are based on the Current_Related_Record relationship.

Put a button in your existing portal that calls the Set Field script.

For this example, I used Portal_Relationship_Name and File_B_Primary_Key to refer to your existing relationship and File B's primary key.

Hope this helps!

This topic is 8123 days old. Please don't post here. Open a new topic instead.

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