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Claris Engage 2025 - March 25-26 Austin Texas ×

View related records (in the Main DB)


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Posted

hi,

I have a min db to work in and a few line_items containing client info and such. The portals all show what i want to see but... I'v emade a button on it to view a record in the portal,, but clicking that will open the line_item db, instead of showing it in the main db.

I have a layout in the Main db where I can add new info to the line_items so thats now really the problem, just how to get info into the main db. I don't want my client to see the line_items...

Thanks in advance

JP

ps. i did search in the forum but couldnt get a good answer :

Posted

Hi JP

This will require a new field (Global text field, lets call it gHoldLineItem).

Then you will need a new relationship from this field to the line items unique identifier.

Now, Create a new layout and add the fields using this new relationship.

In your portal button script you will want

Set Field [ gHoldLineItem, YourPortalRelationship::Unique Identifier ]

Go To Layout, New Layout.

HTH

This topic is 7993 days old. Please don't post here. Open a new topic instead.

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