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Claris Engage 2025 - March 25-26 Austin Texas ×

adding new records in a portal


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Posted

I'm trying to use a portal to show a client's treatment sessions. I'd like to add multiple session details through the portal, but each session should have a unique ID. Although I can enter one session's details, then tab to the next etc, the auto-entering doesn't increment so ~I end up with several portal records with the same id. Obviously this is invalid...

I assume this should be really simple but I'm a bit stuck - any help greatly appreciated.

Thanks

Gerard

Posted

I think I know what have happened, you've desided to make the foreign key autoenter - which is a bit unusual - but possible! Usually is it in the main record the ID'ing for the realation takes place. I've made a template for you showing that each of the autoenters in the related record behaves different due to it's ties...

--sd

Gerard.zip

Posted

Wow, thanks very much for the quick response.

That seems to do the trick - I think I may have made mine more complex than it needs be... Anyway, it's working now, I think I had my things a bit muddled.

While you're there...do you know a way to have the new empty portal record always at the top of the list, rather than having to scroll down to the bottom of the portal in order to enter the new record?

Many thanks

Gerard

Posted

While you're there...do you know a way to have the new empty portal record always at the top of the list, rather than having to scroll down to the bottom of the portal in order to enter the new record?

Indeed, take a look at the template uploaded yesterday:

http://www.fmforums.com/threads/download.php?Number=161302

It requires a little efford to understand due to byzantine concept ...but give it a try!

--sd

Posted

Thanks very much! I think I get the idea, although I don't see why the entries move from one table to the other without a script...

Gerard

  • 2 weeks later...
Posted

hello sd, thanks again for the test file.

I am trying to implement it in my own project, but I cannot access the calcalations or the layout...says the file is not modifiable. Do I need a password?

Thanks

Gerard

This topic is 7106 days old. Please don't post here. Open a new topic instead.

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