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Claris Engage 2025 - March 25-26 Austin Texas ×

Auto-entered calculations in portal


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Posted

Simple family database. Two tables: households and individuals. One to many relationship between them. Simple layout showing household records with a portal showing individuals in each household.

Both tables have a surname field. (Sometimes household surname and individual surnames are the same, sometimes not.) For Individuals::Surname I’m using an auto-entered calculated value giving the Households::Surname as a starter.

Using the layout with the portal, I create a new household record, then move into the portal to add individuals. But the auto-entered calculation in the portal (Individuals::Surname) won’t calculate unless I first move to another household record - then it works. When creating new records of households and individuals, this is a pain.

Any advice? Thank you.

Posted

Hi WingNutt,

This behavior results from not having the parent record commited before the child record is created (there's no "saved" value to pull from.)

You should commit the record, either by clicking out of the fields or by using the Commit Records[] script step prior to creating your Individual records.

This topic is 6904 days old. Please don't post here. Open a new topic instead.

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