Selecting Portal Record to Form

[bluelinuxguy]

I have a relationship of cases to clients.

I have a portal showing related cases to clients.

I need to add a new related case record using a form since there are so many fields.

Any suggestions?

[LaRetta]

Hi bluelinuxguy,

Create a script (called New Case) similar to:

Freeze Window

Go To Layout [ Form Layout based upon Cases ]

New Record Request

Set Field [ Cases::ClientID; Get(ScriptParameter)

Commit Records/Requests

Then Insert > Button and select Perform Script (above script) in Specify. In the Option Script Parameter section, click EDIT and select your Clients::ClientID field. Place the button right above your portal. And in your relationship graph, be sure 'Allow Creation of Related' is unchecked.

LaRetta

[bluelinuxguy]

Thank you it seems to work fine.

Now if I add another portal say transactions related to cases.

How would I Select a case in portal 2 so I could view the related transactions

in portal 3?

[LaRetta]

You need global (text) gCaseID. Create another TO of Transactions. Join Clients::gCaseID to newTransactions::CaseID. Create highlight for your Cases portal so you will know which Case matches the Transaction displayed. Use global container from anywhere, prefilled with swatch of colored rectangle. Then, from within Cases, create calculation (container) with:

If(CaseID = Clients::gCaseID; WhereItIs::gHighlight)

Disallow Entry into this highlight and attach this script with option script parameter of Cases::CaseID:

Set Field [ Clients::gCaseID; Get(ScriptParameter) ]

Make your Cases fields transparent fill and Arrange > Bring (them) To Front of your highlight. I also add Set Field [ gCaseID; "" ] to my nav buttons on that layout as well as the script which takes Users to that Layout. Otherwise, a prior Transaction can remain in the portal while scrolling Clients. By adding this step, the row unhighlights and the Transaction portal clears when moving. Be sure your Transactions portal (and fields) are based upon this newTransactions TO.

[bluelinuxguy]

What do you mean by "TO of Transactions".?

[LaRetta]

Table Occurrence. Create another copy of Transactions in your graph and use THAT on your Clients form as your portal - instead of your original Transactions TO. I should have been clearer.