Portal setup - best practices

[djc728]

I'm curious as to how others handle the creation, editting and deletion of portal records.

I currently have a portal set up with an "Add" & "Delete" button in the row. The remainder of the row I have a button that brings up a new window so the user can edit that portal rows information. On the edit layout I have a Cancel and Save button. When the user clicks a portal row to edit I put the field information in global variables in case the user decides to cancel on the edit layout I can set the fields back to their original values.

If gives me full control but I'm curious as to what others are doing for these common tasks (adding, editting and deleting) and if there are possibly some easier methods I could employ?

Dom

[DB Gal]

I'd love to know that too. I just deleted a record in a portal in front of a client and ended up deleting 2 other records below it in the process. Ouch. How do we get rid of those things? Do I have to be in the actual record and hit ctl+E for delete?

[AudioFreak]

I think it really comes down to how much you educate the user as to what they are doing and how to do what they want.

I tend to allow the creation of records in a portal with the empty portal row. I allow deletion of the record using a button in the portal row, but the user is prompted with a Dialog box asking if that is what they really want to do. As far as editing I just let them do that within the portal row or they can click a button that allows them to view the record in the related table(Just a bigger view)in a new window.

Just my 2 cents

[djc728]

I think if you have only a few fields then creation, deleting and editting of portal records makes sense but I have about 20 fields to enter info. into so I went with the new window-data entry layout. Its a bit more work BUT you have full control.