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.

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.