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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted (edited)

I was wondering how it works with the creation of records through a portal.

I have this set up in one instance where a invoice records are created though a portal by just entering information in the fields of the portal.

When I tried to do this between two different tables I could not create records through the portal. I poked around to find something like "check here to enable the creation of new records" but could not find this.

When I go to the layout of the new table and create several related records and return to the related table the records do appear correctly in the portal so I know the relationship is correct. But don't know why new records can not be made through the portal?

Thanks all!!

Edited by Guest
Posted

It is in the relationship definition. In your graph, double-click the connection-point between the tables. Checkbox at the bottom - Allow Creation of Related. :wink2:

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