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Claris Engage 2025 - March 25-26 Austin Texas ×

portals & self-join relationship data entry


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Posted

Hello all,

My details

I have a file called Meetings and created a self-join relationship to a file called Mychild. The problem arose when I created a portal in Meetings that went to Mychild. I then created a field in the portal that is Mychild::Title. The field does not show in the portal, I also made the field into a button that would go to the layout Action Items. The button does not work, the field seems invisible.

After reading the entry level portal post I thought the problem could be because there is no data in Mychild. Could this be the case? How would I get data into Mychild?

thanks in advance,

Christian

Posted

In your relationship definition check the "allow creation of related records" option. When you start typing into a field (unless, of course that field acts as a button to take you to some other layout), a related record in the child file will be created.

This topic is 7677 days old. Please don't post here. Open a new topic instead.

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