Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Help with invoice/invoicelineitems/products portal

Featured Replies

I am working on an invoice layout. I have an invoice line items portal on the invoice layout. We have too many products to have the product ID field in the portal be a drop down list. So I created a script that would pop up a window showing all of the products. The user clicks into the product id field of the product they are adding to the invoice and then clicks a button. The button I had going back to the portal and go to last portal row and pasting the product id value into it. It isn't consistently going to the last portal row. It sometimes will overwrite the first product entered into the portal. How can I get this to work consistently. Do I need to set a global field with the number of the last row before I go to the products window and then use the go to portal row [calculation] when I come back? Any help would be appreciated.

Thanks!

John

  • Author

Ok, I think got this working. Before I go pop up the window with the products, I go to the last row in the portal and set a global field with Get(Portal Row Number). I then have the user select the product ID they want and it then use the Go to Portal Number(Global Field). This seems to be working consistently. Is this the best way to accomplish this? Also, the portal row that I just added won't show up until I click out of the portal. Is there a way to get the script to refresh this so the item shows up in the portal right away?

Thanks!

John

Assuming you mean Go to Portal Row, yes, it will work. It should also work using Go to Field [portalrelationship::someFieldInPortal] Go to Portal Row [Last], assuming no data has been entered in the row yet that would cause it to be re-sorted.

Use Commit Records/Requests to perform the same action as clicking onto a non-field portion of the layout. You can then repeat the Go to Field, Go to Portal Row step, if you want the user to remain in the portal after the commit step.

  • Author

Thanks! I forget about the commit step.

John

Create an account or sign in to comment

Important Information

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

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.