Newbie: Selecting records in portals

[fbugeja]

Am new to using portals. Have just upgraged to vn 7.

Is it possible to click on any line in a portal and get back to that record whose fields are displayed on that line in the portal?

I am assuming some scripting is involved. Where would it go?

Frank Bugeja

[Fitch]

Go to related record (specify the portal relationship) -- often abbreviated as GTRR. You don't necessarily need a script, you can assign that command directly to a button. You can make the whole portal row a button by putting a rectangle over the row and set it as a button.

[fbugeja]

Thanks for your reply Tom! Sorrry for being a pain, but could you please tell me exactly what to do when you say "Go to related record (specify the portal relationship) ... I am really walking on very thin ice when it comes to portals!!

Thanks!

Frank

[-Queue-]

Once you have the GTRR script step selected, click Specify. Under 'Show record using layout', select a layout associated with the portal's relationship. Also select 'Show only related records' if you want the related record to be the only one in the resulting found set.

[fbugeja]

Thanks for the last reply Q! One (hopefully final!) question: created the script using the Scriptmaker - no issues there. Where do you actually place the script? When I look at the portal in layout mode, I cannot find an option for scripts to use with that portal.

Again thanks!

Frank

[-Queue-]

As Tom said, you can make the whole portal row a button. You can also put a button in the portal, format only a particular field in the portal as a button, etc.

[fbugeja]

It works! - Thanks to all who helped with my query.

I did the GTRR script first. No issue here. Then in layout mode, placed button (with script) in top line of portal. This automatically makes button appear in all lines where related records are found. Went to browse mode, tried it, and works exactly as I wanted it to work!

Sincere thanks

Frank B