Jump to content

Creating new child records in a window


This topic is 6979 days old. Please don't post here. Open a new topic instead.

Recommended Posts

I have a layout with a portal of child records. I want to create a button that will open a new window and start with a new record. I need to keep the parent record active such that the new child record will be related to the parent. When I set up the script to do that, the "new record" clears the parent also. I want to keep the parent record (obviously). What am I doing wrong?

Script:

New Window

Go to Field

New record / request

Link to comment
Share on other sites

You can set your relationship to allow creation of related records and make your related record in the portal.

Or

You can add a global field gSerial Number. then your script would be

Set Field [gSerial Number; Serial Number]

Go to layout [ Related record]

New record/request

Set field [ Parent Serial Number; gSerial Number]

go to layout [Parent]

Link to comment
Share on other sites

This topic is 6979 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.