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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I've got a portal on my accounts page with orders in it, and I've got a button on each row to duplicate the record on that row. Right now the script for that button looks like:

Go To Field[field_in_portal]

Duplicate Record/Request

Now sometimes it works right and the order is duplicated, but if a field in the portal still has the focus, it duplicates the account record instead of the order.

In case I made no sense here's a picture of my portal:

portal.jpg

The little "D" button is supposed to duplicate the row it's on.

Thanks for any suggestions.

Posted

You would need a Go to Related Records [] step, then run the Duplicate script step from a sub-script in the portal's file. There's no need for the Go to Field [] step because the focus will already be in the portal row that you click.

You may also want to either disable 'Allow creation of related records' in the portal's relationship, or have your Duplicate script actually check that there's a related record before proceeding. I'm thinking of the possiblity that a user clicks the duplicate button on that last row.

This topic is 7170 days old. Please don't post here. Open a new topic instead.

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