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Claris Engage 2025 - March 25-26 Austin Texas ×

New record in portal FM 8.5


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Posted

I know I should know how to do this, especially since I've done it in FM 5.5. I have a portal displaying on a page. I want to be able to hit a button and add a record to the portal. Previously in 5.5, I had relationship set up which was a field with a "1" in it relating to a field which I would do a set field to through the relationship to that field. This is odd, but would create a new record and enter the data I specified in the set field every time I hit the button. I can't get this to work in 8.5. Is there a new/better/different way to do this?

Thanks,

Mike

Posted

Hi Mike

If you check 'allow creation of records in this table' in the spec for your relationship your portal will diaplay an 'empty' row at the bottom where you can enter data that will automatically create the new related record for you.

Does that do what you want or do you still want to use a button?

If so then create a new layout and specify that that layout should show records from the relationship.

You will then be able to create records in that relationship by simply using a script that sends you to that layout and then issuing a 'new record' line

HTH

Phil

Posted

Thanks Phil,

Yes, I know that works, but that is not the feel I'm looking for. I really need the button. The solution is a multi-table billing system for our department. As I said, I had it working in 5.5, but in 8.5 it doesn't seem to work the way I expected. I will need this to work in several situations. New timecard lineitem, New Invoice lineitem, new PO Lineitem, etc....

Posted

Hi Mike

Because I have to leave the office now I have just edited my previous post to include how easiest to do it via a button. It is a lot easier now

Have a good weekend

Phil

Posted

Inky Phil,

I just figured out that what I was doing worked on one layout, but when I went to set up the same thing with a different layout and different tables, it didn't work. I tried your method and it worked!

My concerns with your method were screen redraws on a slow computer, but I started the script with a Freeze window, then did a goto layout, then a set field from a script parameter, and then back to original layout. No screen blips or anything. So thanks again for your help, and hope this tip helps others......

Mike

This topic is 6612 days old. Please don't post here. Open a new topic instead.

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