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Portal for historical contracts ?


agtjazz
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Hello. I am looking for feedback or recommendations on how to implement this scenario:

A contract for a person could have up to 50 or so fields… a person could have 1 to 20 or so contracts………and I would like to implement a method to see the history of the previous contracts. So I was thinking portal, but a portal with 50 or so fields?

Your advice is greatly appreciated

Thanks in advance

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Hi, typically in a portal you would show the most important fields, that help you to identify the record. Then, you place a button in the portal (which will show up for each line) which performs a Go To Related Record and brings you to a layout that has all the fields.

In other cases (although 50 fields is a bit much) the often overlooked "table view" (View/View as table) can be very useful to present a lot of data in a relatively smally space.

Regards,

Peter

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Thanks that makes sense.

For the portal, when I am just showing 5 or so "meaningful" fields (and have the button that will jump to a layout with all the fields --in a table view), do I set the field as NOT being able to be populated via Behavior?

Basically I just want a portal to "display" these fields and the user can NOT change them or add lines or edit the existing lines.

Thanks

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If you don't want to allow editing through the portal, yes, you would set the behaviour to disallow entry in browse mode. Then, if a user tries to enter a field, the entire portal row is selected in stead. You might want to keep entry in Find mode though (you can find related records through a portal !).

Regards,

Peter

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.......you place a button in the portal (which will show up for each line) which performs a Go To Related Record and brings you to a layout that has all the fields. ........

Peter

I am having issues with the button in the portal. If I have 4 lines in the portal, do I put the button on each line? What if the line has no data on it-- won't a button look funny on a blank line?

Thanks in advance

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For a button in a portal, put the button in the top line of the portal only, where the fields are. That will only show buttons for existing related records.

Hope that helps :

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Thanks for the help, but I still am having difficulties. I put the button in the portal on the top line... and it shows for the existing records... but the line below as well. Once I start entering on the 2nd line, the button appears on the 3rd line (even with no data on the 3rd line).

I have attached the database that I am playing with to help me implement the portals. Once I get it working correctly, I will re-create in the live database.

Thanks for your assistance.

buttons-portal.zip

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it does that because you are allowing records to be created through the portal (this option is in the Table Occurrence Relationship).

If you want to remove that, you can create a Calculation field to be a button:

Check out the attachment.

Does that do the trick for you?

Martha

multijob.fp7.zip

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