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Claris Engage 2025 - March 25-26 Austin Texas ×

Record creation from a portal


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Posted

How do I set up my Job Tasks portal so that I can create records from the portal? I've moved from system 5.5 to 7 and don't know if there is something different or if I just forgotten how.

My Job Tasks portal contains a job number field which relates to the Jobs Record layout/table that holds the portal. I can create records from the Job Tasks layout/table and see it in the portal on the Jobs Record layout but can't get the portal to give me a new record.

Help please confused.gif

Posted

Thanks, it took me a while to figure out how to get into the relationship. I just double clicked on the operator connection the relationship. I'm sure there is another way, though!?

Thanks!

This topic is 7398 days old. Please don't post here. Open a new topic instead.

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