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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Layout A shows records from table A. I have a portal which shows related records from table B. Is it possible to step back and forth via script through the records in table B via the portal.

I'm trying not to switch layouts any more than absolutely neccessary.

Thanks,

Mel

Posted (edited)

Not quite sure what you mean by "step back and forth...through the records in table B via the portal."

I will assume that there are many more fields in Table B than you wish to have displayed in the portal. So, what you could do is have a detail section somewhere else on this layout that shows more fields from Table B than are displayed in the portal.

When a user clicks a portal row, or click the view button in the portal row, they set a global field in Table A to the RecordID of the portal row. That global is used in a relationship to Table B. Using that relationship, the fields in your "record detail" section of the layout get populated with the corresponding record's info in Table B (global field ID matches Table B record ID).

DetailExample.zip

Edited by Guest
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