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portal based on 2 or more fields


mallikai
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I've been able to figure out how to display a portal based on two fields using tech knowledge dbase file 104553...

however, i was hoping I would be able to add new records based on the two fields...but because the relationship is based on a calculation, I cannot...

I have a database that has about 8 fields and I once someone enters the date and vendor, reference number... I would like them to be able to open a portal based on DATE AND NUMBER and then just have to enter multiple records for client, description, amount (which is based on the date, number, reference #, etc)...

is this possible and if so, how?

thanks

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I'm confused. It sounds like you are trying to do something you really don't need to do.

How about backing up and telling us what your are trying to do at a high level (e.g. I'm trying to store client records with a related file of addresses).

So, what are you storing in your main file? What are you storing in your related file?

-bd

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thanks for answering, #1...

i've got a materials file...

it has the following fields

date, client, location, item code, quantity, materials

description, unit price, extension, nursery, reference #

when an employee enters a bill, I would like them to

enter date, item code, nursery, reference # then click

a button that shows a portal (or something) that has at

the top date, item code, nursery, reference # and

allows them to split the bill for

client, item code, quantity, materials description,

unit price, extension...

the date and nursery (and/or reference#) have to be

looked up simultaneously otherwise it would list all

items for date or all items for nursery...

I just thought this would be a cleaner way of doing it

rather than having all the above fields on one layout

and having them enter date, nursery, reference # and

hitting copy a few time and then going back to fill out

client, item code, etc...

I tried using a self-joining with a relationship

calculation adding date and vendor but then I was not

able to enter new records in portal which is the main

point...

any help would be appreciated...

thanks

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Sounds like you want to make a new record, then give it the same date and vendor number as the record you're on, then go back to your original record and jump into the portal. Script would be:

New Record

Insert from last record (Date)

Insert from last record (Number)

Go to Related Record (DateAndNumber)

Go to Field (DateAndNumber::Client)

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thanks for the reply fitch but that doesn't seem to work...

ideally...

i want the user to see date, vendor, type then fill those three fields and hit new record when new record is hit i want it to open to a portal that shows client, description, unit price and the employee should be able to fill out 10-12 records based on the same date, vendor, type...then when done with that, i would like the screen to go back to new record for date, vendor and type...

is this possible?

thanks

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Here's another approach: make global date, vendor, and type fields, put them on a separtate layout, and make a New Record script that takes you to this layout and sets the fields to blank or whatever default values you need. Also put a Continue button on this layout that activates the script below.

You'll also need a DateVendor text field to combine date and vendor for your relation, which you may already have.

Now make a script that creates a new record, sets date, vendor, and type to the corresponding global fields, and sets the DateVendor field to Date & Vendor.

Now... if you've set up a self-relationship based on DateVendor, and allow creation of related records, you'll be able to populate your portal with new records.

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