Populate Portal Data

[kseidule]

I would like to do the following and I am not sure it will work (I can't figure it out).

I have a checklist of items that the user will click on as done/not done/or N/A.

I have this list of items in a portal on a layout, as the layout contains other information and the portal just needs to be there,

Now the admin of the system will add to, remove, change, etc., this list of items, and when the user creates a NEW checklist, these admin items will show up in the portal list. For example...

List of items admin enters (let's say in a 30 rep text field)...

Checklist Item 1

Checklist Item 2

Checklist Item 3

...

Checklist Item NN

Now the USER creates a NEW checklist, and I want the portal in the layout to be automatically populated with the data the admin user entered above (a.k.a. rows added and portal showing the above data).

IF the admin goes in and changes the data above, say "Checklist Item 3" to "My funky changed item", then next time a NEW checklist was created by the user, the portal in that layout would now be populated with the NEW admin changed data.

I can describe more if needed, but this is basically what I need...to automatically add rows and data in my portal on my layout when the user creates a new record.

Thanks very much in advance for your help on this.

Regards,

Kevin

[Vaughan]

Sure, it can be scripted. I have done it like this (in pseudo code):

Put the value list items, paragraph delimited, into a global field.

Loop

Exit Loop if the global field has no more values

Make a new record

Insert the first value from the global field into the record

Remove the value from the global field

End Loop

This script should run in the related file.

[kseidule]

Whoa! What? Sorry, but that went way over my head. Please excuse me for my lack of understanding...

So how do I get the values from the rep field into the portal fields so the list fills up?

You may be thinking, "OK, he's stupid." Maybe so, but I still don't see how I can get all my data as stated in my first post to automatically fill in all those portl rows.

Again, excuse my lack of understanding...

Regards,

Kevin

[Fenton]

My personal preference would be not to use repeating fields. Vaughan told you one way to do it. I'm going to tell you another way.

Create a table for these items, with a field for the value. Then you can just create new records, edit, delete, whatever.

Import them into another table, for the user.* You will need to have the UserID in each records also. You can set it once into a global field, in the "Values" table, them import it along with the values (best way). Or you can Loop or Replace it afterwards. You can view these records via a portal from somewhere else, based on the UserID.

You want a checkbox for each separate item in the portal rows, to be either Done, Not Done, or N/A, for the value in the field for the record. So that's a separate checkbox field from the value itself, which is NOT a checkbox; it's just a text field.

*There is a bug with Import on hosted files. If you're importing all records from a table you should be OK. Hopefully it'll be fixed soon. Otherwise you can use a Loop similar to Vaughan's.

[kseidule]

OK, MANY thanks to you both. I think I have it figured out.

Regards

Kevin