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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I want to turn off "Allow creation of portal records" for one of my relationships. This way the user cant click in the empty portal row to create new related records. I would now like to create a button that the user can click on to create a new record in the portal.

I can have the script run an external script in the related file to create a new record, but this does not show up in the protal. I guess it is because it is creating a new record in the related database file without creating the relationship. Is there a way to overcome this. Basically the relationship is based on a fields serial::serial.

LR

Posted

I ran into this problem yesterday... Here is the solution I found which seems to work reliably:

Go to portal row, First

Exit Record Request

Basically like clicking in and out of the portal.

Posted

There are a couple of methods, some of which were discussed recently. Have you searched the Forums yet?

Posted

The button in your current file should be scripted as,

copy "serial"

Perform External Script

The external script in your secondary file should be,

New Record Request

Paste "serial"

At least this is one way to create the relationship without directly using the portal.

Posted

Oh looks like I might have misunderstood the question... my solution was for "updating" the portal so as to show the most recent related records. If you're having trouble getting the relationship to work at all, then you have to make sure the related field is set, as Philland pointed out.

Posted

i often do something similar, but don't like to use the clipboard. instead, i have a global (gText) in the master file. so the new portal row script looks something like this:

SetField [gText, "recordID"]

Perform Script (External, [New Record/Request]

Enter Browse Mode

The last step just avoids the child file from popping up.

the ecternal script then does this:

New Record/Request

Set Field [recordID, "master file::gText"]

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