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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

can someone advise how? i need a script which will add new recorde in a portal. the first portal field has a lookup to another file (client list). i need the script to choose client 1, and then go to the second field where there will a calculated value for quantity... new record in portal,client 2, field two....

Posted

If you enable create new records when you define the relationship, your users will be able to create a new record in the portal without a script.

Posted

i understand that. but in this solution there are no users. i need a script that will enter information for every client automatically according to a criteria.

Posted

Hi ronbob,

I don't get the tie-in between using FIleMaker's Create Related Record function, and there not being a user involved.

From your description, what you have posted could mean several things. You should either look at Auto Lookup, Calculations, or External Scripts, or tell us what you have now, and what you are trying to accomplish in better detail.

Lee

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Posted

Here it is. its unusual maybe. The idea is that i produce purchase orders for all my clients at once every time i get inventory and that is unusual. every week i distribute product from inventory; in portal i have 2 fields 1. lookup field to all the clients and 2. quantity for that client. the scrip must loop through the lookup field and automatically enter line one, field 1 client #1 (from the lookup), field 2 quantity... add line two client 2, product and so on...

it seems simple but i cannot get it to work.

thanks i hope someone can help with this.

Posted

From your description, seems like this is a completely automated process that is run each month. Each client has a PO created with the inventory that you have for that month. The quantity of each product is specific per client and stored in the Client List. How are PO's created, do you have a separate file? With a little info I bet I can get you going.

Posted

yes! i really hope so. i have three files and everything is set up and working properly if i was to do it manually for each client. but i need it automated. i want to select in portal the first lookup record and insert a calculated value for quantity. i'm stuck at the script or loop in the lookup value.

Posted

It might be easier to make your script create records in the related table, rather than via a portal. However, if you wish to do it with a portal, you'll want to familiarize yourself with the "Go to portal row" script step and also -- my guess is that this is hanging you up -- the "Commit records" script step.

Posted

ok but i still need the script for going to the first lookup field and then the second and third until all in the lookup were in. the second line is a calculated result for quantity (which I determined)

thanks

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