Portal and Layouts

[macaroni]

What I'm trying to do is create a layout, where all clients are listed and when a client is clicked, all the proposals appear on a portal . I want to be able to click in the portal so that it will bring up a proposal form where they can make changes.

My problem is that when the portal is placed in the body, only one record client is shown and then the proposal portal. But when I put the portal to a footer instead, all clients are shown but I cannot click in the portal cause it is in the footer.

Is there a way to display all the clients and all proposals in one layout where each record is clickable.

[Chuck]

I'm a bit unclear as to what you're trying to do. I think I've got it but let me know.

You have two files, clients and proposals. You're in the list view of the clients database. You want to be able to click one of the clients and see a list of proposals for that client in a portal. You then want to be able to click one of the proposals in the portal and be able to edit it. You want all of this to happen on the list layout.

Is that correct?

Chuck

[macaroni]

Chuck,

After some playing around, I've managed to have two portals in the body layout. Right now the setup is a layout with two portals, one portal which shows all the client (basically a portal to itself) and a second portal which displays the proposals for each client.

I have it such that when they click on the a row of the portal for the client, it displays all the related proposals in the second portal. This works fine. What I want to do now is when they click on a button on the second portal (proposal portal) it will take them to an edit proposal page layout. I'm unclear as to how to select/get the proposal_ID value when they click on the row of the portal.

Below is my script when they click the button in the second portal.

If[status(CurrentPortalRow)]

Go To Related Record[Proposals]

Go To Portal Row

#unclear as to what to do in order to get the proposal_id

End If

When I use the debugger, and step through it, I can see in the Proposal DB that it is actually going to the actual record. I want to select the proposal_id for that record. This is where I'm stuck on.

Thanks.

[Ugo DI LUCA]

Hi Macaroni,

You do not need any Status(CurrentPortalRow) for that. Just a Go to Related Records script (show records related only). FM will know which row you clicked in.

If your relationship is Customer:t_customer_ID::Proposal:t_Customer_ID, then use an external script in Proposal File :

Go to Layout X

That's it.