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Need help changing portal row fields


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Hi,

Been struggling with this for a few hours now.

I have a portal on my layout and one field is a Yes / No field, at some point I need the user to be able to change the yes/no field in the portal to a “Yes” answer in all the portal rows which show up for that record..

I have tried the setfield script but it only changes the first portal row field to “Yes”

Is there a way to change the yes/no field in all the portal rows for a particular record at one time.

Thanks,

James

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There is no simple way, all methods will require a script.

The script needs to use the Go to Related Record (GTRR) step to "find" the portal records in their table, then loop through the found set of related records and use the Set Field step to enter the "Yes". Then return to the original layout.

Go to Related Records [ relationship ; layout ]

Go to Record/Request [ first ]

Loop

Set Field [ field ; "yes" ]

Commit Record/Request [ no dialog ; no validation ]

Go to Record/Request [ next ; exit after last ]

End Loop

Go to Layout [ original layout ]

Refresh Window [ fluch cached join results ]

The Replace [] step can be used in place of the Looped Set Field.

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Be careful when using the replace function as it requires that field to be on the layout, it's all too easy to "tidy" a layout at some point in the future and remove the field thereby breaking the script. For this reason I tend to use the looped set field.

Edited by Guest
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