Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Viewing Portal Data on a different Layout (like invoice)


This topic is 5448 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

Hi there. I am stumped on this. I made my portal where I can select any number of different products offered and then enter the quantities to purchase. I want to then view this in another layout showing the invoice and all of the items purchased in the current record. I cannot figure out how to display this information. I have created a "Line Items" table with the relationship to my invoice.

  • Newbies
Posted

Thanks for the reply, but this isn't what I was looking for. I managed to figure on my own to add items on the portal and display that information on an invoice through a separate table (line items I called it).

It works fine. BUT. I discovered a new problem. See we have 65,000 different parts and of that only about 50 of them are issued a serial number which is unique to that item. I can get it to display correctly provided the part number IS NOT the same as another in the portal.

Is there a way around this?

  • Newbies
Posted (edited)

well, that didn't work. Looking further I notice that this set up is no longer working. If I enter anything past the 1st line and then print only the 1st line of the portal is shown on the next layout.

Here is the script I am using:

Go to Related Record [ From table: “Line Items”; Using layout: “Print Out” (Line Items) ]

[ Show only related records ]

Sort Records [ Specified Sort Order: Line Items::ID Number; ascending

Line Items::Part ID; ascending ]

[ Restore; No dialog ]

Print [ Records being browsed; All Pages; Orientation: Portrait; Paper size: 8.5" x 11" ]

[ Restore ]

Enter Browse Mode

Go to Layout [ “RA Form” (New RA Log) ]

**edit**

I wrote this in haste as I was on a way to a meeting therefore I would like to clarify.

OK, Last week I was able to figure out and properly display all of the line items I entered through the portal on my invoice layout. When I selected print it went to a new layout and all of those line items showed up on separate lines via the Line Item layout. I discovered today that it doesn't work anymore. I didn't change a thing. It simply shows the first line of the portal in preview mode whilst showing that I have "found" records as separate records on the left in the status window (on left)

Need help to help resolve this.

Edited by Guest

This topic is 5448 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.