May 9, 200817 yr ok, i have a table that holds all of my customer's data (name, address, and id) i have another table (linked by id) that holds a 'call history' that has the following fields: id date time call notes contact name technician now...i have a layout designed that has a portal inside of it to show all of the call history for that customer. my problem is that i want it to automatically fill in the "id" field with the value of the "id" field in the customer info table. is this even possible?
May 9, 200817 yr You can either set the field when a new record is created by a script or you can turn on "Allow creation of record on the child side of the relationship.
May 21, 200817 yr Author ok...but what would the script need to be? because i already have the child settings set in the relationship. it still isn't working.
May 21, 200817 yr Perhaps you're missing a key field? In the Customers table you need __kP_CustID (number, auto-enter, serial, can't modify), and in the CallHistory table you need a foreign key _kF_CustID (number). Your relationship will match Customers:__kP_CustID=CallHistory:_kF_CustID. If you set the child side of the relationship, the Call History side, to Allow create, the call record will automatically have its _kF_CustID set when the record is created. Any matching key is automatically set. mr_vodka mentions a second approach to accomplishing the setting of the foreign _kF_CustID by using a script. Many people chose this method because they do not want users to directly edit a portal row, hate the last "empty" portal row interface, etc. The second method is to create a "New Call" button and place it above your portal. This button runs this script: (pseudo-code) Set Variable $CustID to __kP_CustID Go to layout CallHistory New record Set Field CallHistory::_kF_CustID to $CustID Go to layout Customer Now, with field behavior set to Browse/Find on, your users can edit the call history record directly in the portal, but they cannot add a new portal row unless they click the "New Call" button. To get fancy, you could create a data entry layout for the new call and change the above script a bit: Set User Abort Off Set Variable $CustID to __kP_CustID New Window (size it smaller so it floats above the Customer window) Go to layout CallHistory_popup New record Set Field CallHistory::_kF_CustID to $CustID Pause Close Window You need to have on your popup window, a button that is set to Resume script.
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