using portals?

[janaki]

Hi,

hoping someone can spot the problem in my design quickly, since i'm way late on producing this for our group..... :

i have placed portals on four of the layouts (CD4, Followup, OI, Regimen), and I thought that they would automatically create a new line when i added data to the current record, but they are. hitting the "New Record" button while in the portal fields produces a new parent record, not a new child record in the portal.

PEPFAR_ChartReview2.zip

[Dr. Evil]

looks like you have a script attached to a button with a request new record command. If your users are running script at wrong time, or place. Then add to your script to move user to right area.

________________________

Example Script

> go to layout

> go to field

> new record request

________________________

The go to will get user in the right area for you.

This is a simple fix that may or may not work for you.

Hope it helps.

[David Jondreau]

1) Don't post password protected files (even if the username and password is the default Filemaker Admin/blank).

2) Why all the fake tabs? Use tab panels.

3) You should not use a concatenation of alterable fields as your key field for relationships. Use an auto-enter serial number that the user never sees.

4) The portal layouts should be seen in Form view, not List view. You don't need to hit "New Record" to create a record in your related table. You simply enter data into the portal.

OR

Change the table upon which the portal layouts are based to the related table instead and instead of Go To Layout for your 'tabbed' navigation, use Go To Related Record.

G

[janaki]

1) Don't post password protected files (even if the username and password is the default Filemaker Admin/blank).

sorry 'bout that - I actually didn't want to password protest it at all, and i need to get rid of that - it was a bit accidental...

2) Why all the fake tabs? Use tab panels.

the fake tabs are a long story - i started with real tabs, but had not figured out the portals yet, and so i made the fake tabs as a way to get at my related tables - obviously the wrong tack - i'm gonna make them back into real tabs.

3) You should not use a concatenation of alterable fields as your key field for relationships. Use an auto-enter serial number that the user never sees.

i agree with you, but this is the UID system that the end-user wants.

4) The portal layouts should be seen in Form view, not List view. You don't need to hit "New Record" to create a record in your related table. You simply enter data into the portal.

OR

Change the table upon which the portal layouts are based to the related table instead and instead of Go To Layout for your 'tabbed' navigation, use Go To Related Record.

i'm pretty sure that i do want list view, but now that you've pointed the scripts are going to the related tables - that may be the problem (#2). it looks like if i go back to the "real" tabs, that may solve the problem (i hope).....thanks for the pointers!