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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello

I would like to create a button and script that will create new records within a portal.

However, I do not want the script to actually go to the portal table's layout to create the record, then go back to the initial layout.

Is there any way to create the new record in the portal and stay on the same layout?

PS: I tried 'go to portal record' , then 'insert record'. This just adds the record to the overall layout's table, not the portal.

Posted

I typically do this with a script and script parameters. Create a "developer layout" (usually notated with "z_layoutName"). When the user clicks a button, the script freezes the window, goes to the developer layout, creates a new record, sets any key values (like which parent record the new record is a child of) using the parameters passed into the script, then finally returns to the original layout.

Posted

Roy

But you still have to go to another layout to add the record. I would like to stay on the original layout itself.

The problem with going to another layout to add the record is that upon return the scroll bar is not set to where it was prior to leaving. So the user has to scroll back down to where they were. This is not good.

Also, Freeze Windows and Scroll Window do not help this.

Posted

It is possible to create a new child record through a relationship - but the truth is the setup required is simply not worth the trouble.

To solve your problem, open a new window, go to to the child layout, etc. then close the window.

Posted

It requires adding a couple of script steps. Much better than the other method which requires adding a relationship, another field, AND a script to use them.

This topic is 6358 days old. Please don't post here. Open a new topic instead.

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