trouble with adding rows to a portal

[nelsonkh]

I have two databases - Main Customer & Pricelist. There is a portal from one of the Pricelist tables in the Main Customer layout. I want my Production Mgr to be able to create a pricelist in the Main Customer layout, so he doesn't have to leave that screen. But, when he goes to create a portal row it tells him he is not authorized to do this. BUT, when I gave him access to the Pricelist file, to see if he could create a new record in that database, it would allow him to. Why would he not be able to create a new record via the portal, but can directly through the table? I thought the permission settings would be transferable across tables and databases, if they are linked.

[LaRetta]

In File > Manage > Database graph, have you set that portal to 'Allow Creation of Records' in the Edit Relationship dialog box?

[nelsonkh]

Sorry, I realize in re-reading my post that I must have been rushed and didn't explain properly.

I do have it set-up so that you can create records between tables in the dialog box you were speaking of. I have a script set-up that allows the user to create about 10 line items assigning different item categories with one button. That script is set to run with full access privileges. After those are entered, this person cannot edit any of the other fields within that portal row. It says that his permission settings do not allow him to do so. I have his permission settings on the Material database as being able to create, edit and delete records, so I thought that in a portal in the other database he would be able to do the same. It will not allow him to though.

[bcooney]

What are his permissions to the parent table (which, if I follow, is the Main Customer table)?

[nelsonkh]

He has access to view, edit and create entries and field access for all fields in the parent table. [Any New Table] is also set for total field access. The portal table is not showing up on the record privileges, which is why I thought that the record privileges from the portal table would cross over between databases.

[bcooney]

"The portal table is not showing up on the record privileges" -- this is odd.

Truthfully, I'm not following your setup. You mention two databases. This translates to two FM files. Let's say that's what you mean. These two separate files are related, how? Because I don't see how Customers relate to product price lists. What TO is the Main Customer layout based on? What is the relationship from this TO to the portal TO (and what is the portal's TO?)

[nelsonkh]

Yes, I have two databases - I'm beginning to wonder if I made a mistake by creating the two databases, instead of creating one big database with additional tables for my pricing.

Here is how it is structured:

Main Database

=Contract Table

Pricelist Database

=Material Items Table

Material Pricing Table

In my Pricelist database I have a link between my Material Items & Material Pricing tables, so that when I create a new Item, the price of the item is carried over.

Then in my Main Customer database I have my Contract Table linked to an occurence of my Material Items Table by Customer ID. Should I just combine both databases into one database, and add the Material Items & Material Pricing tables to the Main Customer Database?

EDITED TO ADD: However, I'm not sure that the two databases are the issue, because I am able to do what I want to under my login... further confusion... :-?

Edited February 12, 2009 by Guest

[bcooney]

Yeah, you've got some serious redesign to do. Name the file "MySystem" or something catchy like "ContractTracker".

Create the tables:

Customers

Contracts

ContractLineItems

Items

I don't understand the need for pricing to be a separate table from Items. Can you explain? Typically, once you enter an itemID in the ContractLineItems record, you'd lookup its price so that you capture the price at the time of record creation.

So, Customers have Contracts. Contracts have LineItems. LineItems each have an ItemID and price.

Here's a very raw demo file for an invoicing system.

InvoiceDemo.fp7.zip

Edited February 12, 2009 by Guest

[nelsonkh]

I think that is similar to how I created it, with my ContractLineItems = Material Items and Items = Material Pricing. I will have to create the new tables and import things, and hopefully that will help solve this issue. Thanks for your insight!

[nelsonkh]

As an update - I was able to get it to work after combining all of the tables into one database. I now have a new problem I'm trying to work on, of course! Thanks for everyone's input. :