Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

Creating new records in related table


This topic is 6934 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

Hi

I have a number of tables for contact info for different types of people- producer, client, deliver to, etc. The main table is a job sheet. The contact fields on the job sheet have relationships to the other related tables and do lookups for the related info- phone, email, etc. How can I allow creation of new records in the contact tables from the job sheet? I clicked the option in each of the relationships setup to create a new record in the particular contacts table, but this does not seem to work. Am I missing something?

Thanks in advance.

Posted

Using the create new record allows you to creat a new record in a portal if you have a portal on the layout. There is a portal row present but empty. As soon as you enter a field on the empty portal row, the record is created and the match field in the related record are populated. If you have no portal on the layout you can...

A) Put a tiny portal that you populate via script from already polpulated fields which work as "intermediaries" (I use globals for this that the user populates as if these were the original record fields) or

: Still using globals as intermediaries, you can create a script that creates a new record and populate it with the globals. The scrip would be: go to layout XYZ (formated for the specified TO, make a new record, setfield the globals to the corresponding fields in the new record. Go back to the original layout. I have one TO with a single record that is almost all globals for the various relationships and intermediate fields and this works quite nicely. If there is a bug I don't have to far to look.

I hope this helps.

This topic is 6934 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.