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Claris Engage 2025 - March 25-26 Austin Texas ×

delete related records/rows from portal


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Posted

is there a way to delete a portal row's record by itself from the portal and the related db?

i have the [prtal set to allow creation of related records thru the portal. the problem is if someone clicks in the "empty"/potentially new portal row at the bottom, anticipating a new record/portal row, then types any key, it creates a new record, which occasionally does not end up being needed, and so clutters up the portal with empty rows mixed in depending on the sort key.

is there a way to delete these portal rows/related records without going to the related db? there is no need to use the related file unless i'm deleting these empty records, so i don't want to build in all the navigational tools for this one ability.

thanks in advance!

josh

Posted

'delete portal row' is an existing script step.

If you don't want the user to delete other portal rows, you could use another method, to make sure no related records has been created, when the user leaves that record.

This suppose that you already script your User navigation.

A calculation in the related file

c_checkEmpty(IsEmpty(MainPortalField),1&"-" & Foreign_Id,0)

Just choose the field which must be filled in that portal.

Create a calculation in Main

c_KeyForEmpties = 1 & "-" Main_ID

Create a relationship c_KeyForEmpties::c_checkEmpty

And add a scriptstep in your Navigation script

If (IsValid::EmptiesRelationship)

GoToRelatedRecord (EmptiesRelationship-show)

PerformExternalScript 'DeleteEmpties'

End If

Proceed with your script.

------Delete Empties

Delete Record

Show All record*

* I usually use that script to make sure next time the user gets to that file, he doesn't get stuck with a file with no record.

Posted

hi Josh

In layout mode, click on the portal. Go to Format menu -> Portal. There is a check box to "Allow deletion of portal records". You could then put a button in the portal to delete the current portal row, or rely on your user to click on the row (rather than in a field) then choose/press delete.

Hope that helps!

cheers,

Wendy

This topic is 7745 days old. Please don't post here. Open a new topic instead.

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