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Can a line be added to portal???


shadar
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I have been struggling with FM for a while now, finally have the big things working within the database.

I am using a portal to added items to a sales quote. My users now want to be able to add a row to a portal if they need to add an item to the list. The same idea as adding a line in excel. Is this possible? So far I have been unable to determine that it can be done.

Many Thanks,

Sharon

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To my knowledge you can not add a row to a portal on the fly. You need to be in layout mode and it is not a good idea to allow anyone, other than the developers to enter layout mode.

There may be some type of elegant work around but I've not seen it.

The other question is do they want to add a new field that currently doesn't exist, as you can in Excel? That certainly would be unpracticable as well as impossible.

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What fields appears in a portal have to be in the related file, so add your field to it and then add the field in the portal.

You can change fields in a portal in a couple of ways. If you want to replace one field with another, just double click on it and the list of fields in the related TO will appear, select the replacement field, and click okay. If you want to add another field, then you need to use the Field Tool in the layout where the portal is. Drag the new field to the portal. (you can also hold down the option key while dragging an existing field). Check your relationship to be sure it is coming from the right TO.

HTH

Lee

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The users don't want to change the fields, they want to add another record through the portal, but in a specific spot for printing purposes.

This is for a invoice/quote database. We categorize our the items in the quote by a category. Example, Microscope abc133 then we would list all the parts for the microscope. Next heading PC, then all the items that make up the pc etc. I have been unable to group the categories from within the portal for printing. The only way I have found to make this work is to have the user manually type in the catergory text when needed. This is the reason they need to be able to enter a line within the portal. Hope that makes some sense.

Sharon

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Okay, I think I'm following you. However, let me ask a couple of questions so that I'm not wasting everyone's time.

Do you know how to setup the relationship so that you can create a new record through the portal?

Are you trying to Print the portal?

Are you having trouble sorting the records so that they print in some kind of order other than date?

Can you attach a copy of your file?

Lee

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All you need to do is to set up the relationship to allow creation of a new record in that table through that relationship. Then once any data is inputed in an empty row ( usually at the bottom of the portal) then a new record is created, and a new empty row is added at the area below that row.

Xoomaster

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Lets take another stab at this. Are you saying you would like to add a new item to your portal row? So your user chooses PC in field 1 and then you get a list of PC parts in field 2 and then the price for that part in field 3? Then go to next line and choose Microscope in field 1 and a list of related parts is available in field 2 and the price for that part is placed in field 3?

If yes, this is possible I would suggest you look at "Value Lists" in the forum. Start here:

http://fmforums.com/forum/showtopic.php?tid/182205/post/new/#NEW

HTH

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