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Is a portal appropriate in this case?


Michael Papenburg
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I have two databases. One is an invoice database and the other is a "production" database. They are related by a common job number.

I would like to have the "invoice number" from the invoice database automatically appear in the "invoice number" field in my production database. It seems that a portal would be the most appropriate way to do this but I can't make it work (I have never made a portal before). I would appreciate feedback on if this is the appropriate way to do this and would "really" love a step-by-step. As I mentioned, a relationship has already been established. Thanks. crazy.gif" border="0

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In the Production file:

First, make sure there is a relationship to the Invoice file.

Create a portal on a layout, based on the relationship.

Put a field in the top line of the portal (make sure it fits entirely within the top line -- meaning the field borders need to be either on or inside the portal's top line borders) -- make it the "RelationshipName::Invoice_Number" field.

That's it.

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If you are wishing to write into the portals, firstly you will need 'Allow creation of related records'checked in the relationship box, then if you want to ensure that the invoice number is definately included in the portal created record simply do this:

Firstly, I take it the Invoices database creates a serial number/inv no on creation of new record.

In the related file in the field invoice number create a lookup (based on a relationship with invoices database (not invoice number)). Everytime you create a new record from within the portal it will lookup the invoice number.

eiyte?

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