I have a bizarre problem that seems to affect some records only. this is a file I have inherited and am trying to clean up & reverse engineer. In the attached file (Guest account has full access) click on the "clients" tab and choose "Colour Chiefs" from the clients drop down menu. This record shows how this should work. You click on a contact person in the portal on the left and their details come up in the fields on the right. The other record "Test 1" does not work. It works by pasting a value into a field, but this second record will not allow this field to be pasted into. (See script "XYZ" – This simply does a "Set Field" which works on the first record but not on the second.

Also if you navigate from the "Home" tab to "Go to last Job Ticket" then "Edit Job" there is a button to edit client details. this works if client is et to Colour Chiefs but not if it is set to Test1???

Any ideas?? I know that I should probably completely redo this mess but that will not help me for now.

BC_Job_Ticketing_Copy.fp7.zip

It is because there are no Contacts for that Client. It Finds the Client, but there's no Contacts in the portal. The portal's relationship has "Allow creation of related records", but the field is not enterable. The portal's relationship should not have "Allow creation", in my opinion. It is possible to add a Contact at this point, by clicking "Edit Client". But that is kind of poor interface design. There should be an clear method to add a client on that layout.

Also, there are contact details at the top of that layout, as well as in the Detail panel. This is redundant, and especially annoying since there's no method to add a contact there.

I am well aware that much needs to be done as far as interface goes. I'll try to explain some of the reasoning (as best I understand) for some of the "layout problems".

The details at the top are general contact details for the "Client" - each contact person may have different phone/fax numbers and/or delivery address. That is the reason for the "duplication" of data. The first layout "Client Details" allows a user to view the details, if they wish to make a change they must click "Edit Client", this ensures changes cannot be made accidentally.

On the "Edit Client" tab there is a button attached to a script that allows creation of a new contact. This works as a new contact is actually created but the "lookup" fails to work when a contact is selected in the portal.

** EDIT **

This button and script work fine on the other record.

Edited March 6, 200718 yr by Guest

I also don't think it is as "simple" as a relationship problem or lack of child records. The script that does a set field also does not work on this record.

This table has approximately 700 records in th real file. these issues affect maybe 15 out of those 700 records.

Why would this work on most records but not on some??