Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

data entry in a portal

Featured Replies

I guess I misunderstood what a portal is an what a porta could do.

I viewed a portal as another table (file) and that you could set a portal up as a table (sub-table) inside of a table and that one could then directly enter records into that sub-table.

So far, I'm only able to use a portal to display related records. Is there a way to enter new records into a portal while it is being displayed on the main layout? What am I missing???

Thank you

If you have defined your relationship to the related file to "allow creation of related records". A blank row will appear in the portal. When you enter data into the fields placed on the portal row, a record in the related file will be created.

-bd

  • Author

Thanks -- I realized after my post that there was a function to allow me to do what I needed.

What I'm trying to do is both records are related on the ContactID#. However, I create the ContactID# in the Main file and when I select the secondary file ContactNotes, I wish to assign ContactID# to the new record in the ContactNotes File.

This is a ONE to MANY relationship. There can be many notes for a single contact.

Your help is appreciated.

Create an account or sign in to comment

Important Information

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

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.