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Claris Engage 2025 - March 25-26 Austin Texas ×

Portal Record Creation Script?


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Posted

Hello...I want to avoid my portal showing the line for the next record that has not yet been created. My search in the forum shows that not allowing creation of records via the portal relationship will do that but that I need to create the new portal records with a script.

How do I do that? If I have my script go to the line items layout and create a new record, it won't be related to my Order record.

Posted

Go into define fields, select the relationship Tab. double click on the relationship, then deselect the checkbox that says allow creation of record in this Table using this relationship.

Lee

Posted

You just have your script button defined with a script parameter equal to the invoice_id field. When your script goes to the line items table to create a new record, you do a set field on the forgeign key field using Get(ScriptParameter) as the result, and then it will be related to the invoice record where you pushed the button.

Posted

Thanks. I've just gotten back to solving this today and am struggling with writing this script. Do you have any sample of the script steps/order?

Any additonal direction would be a great help.

thanks

:)

This topic is 6857 days old. Please don't post here. Open a new topic instead.

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