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Claris Engage 2025 - March 25-26 Austin Texas ×

Creating Records from a Portal


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Posted

I have 3 databases: Quotes - Line Items - Products.

I want to be able to create products from the lines portal located in the quotes database. How do I do it? Someone help?

Posted

I have 3 databases: Quotes - Line Items - Products.

I want to be able to create products from the lines portal located in the quotes database. How do I do it? Someone help?

Normally The relationship between Products and Line Items is a one to many. Products are defined in the Products table. They are then selected and added to the line item.

Posted

All of our products are custom built so there are contstantly new products created "on the fly". Without manually adding them to the Products table, is there a way to insert into the portal in the quotes table so that it will automatically generate a new product in the products table?

Another idea is to set up a separate portal and tab in the quotes interface to add new products - is that a possibility?

This topic is 5741 days old. Please don't post here. Open a new topic instead.

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