Portal data entry - new record

[Peter Landon]

I have a list of transactions showing in a portal with date, document number and simple invoice value - not calculated. How can I get the list to show a blank new record? At present it only shows the list of previous transactions and allows editing or deleting.

[bcooney]

You need to change the relationship (in the Relationship Graph) to allow the creation of related records in the child table (the portal).

[Peter Landon]

} That was quick! Many thanks. Now that there are empty fields showing, is there a way to bring them to the top of the list instead of the bottom?

I've tried sorting in both directions but that didn't work.

[bcooney]

It's really not a new record, so sorting will not help. It's more of a placeholder for a new record.

You could add a button that goes to the last portal row, and goes to the first field.

This is called an "unscripted" new portal record. If you design a button to add a record to the child table, then you'd turn off the allow create records. The new button would go to a layout based on the child table, create a new record and pause for user input (perhaps all in a new window).

[Peter Landon]

Many thanks for your help. I'll give the button a whirl.

[mr_vodka]

That was quick! Many thanks. Now that there are empty fields showing, is there a way to bring them to the top of the list instead of the bottom?

I've tried sorting in both directions but that didn't work.

Here is an oldie but goodie.

Data entry into the top row of a portal

[Peter Landon]

Thanks for that. The button is not working quite as expected - jumps to another unexpected tab outside the portal it's set on - so I might well give this a try too.