June 2, 201015 yr Somewhere along the line I got the impression that it's a "Best Practice" (or at least a *better* practice) to build a little Child-Record-Creator system where the user onters values for a new child record in little global fields and then scripting a button to go and create the record, rather than simply putting browsable fields in a portal to the Child table and allowing users to create records by simply entering data on the next line in that portal. What I can't recall is *why*. There are times when this just seems like overkill, particularly if it's just a simple 1-field child, and adding such a system takes up extra space on the layout that's sometimes hard to afford. So, could people pitch in with the drawbacks to allowing this sort of easy record-creation-in-the-portal scenario? What are they? I need to determine whether any of these drawbacks are acceptable for a database I'm working on, and perhaps how to work around them. Thanks!
June 2, 201015 yr A few issues with regular portal row creation: Confuses some users. For long portals, may disappear off end of portal. Always there. Is your invoice complete and shipped? Why can I still add line items? Doesn't allow display of related info. If you have a special global method of adding records, you may have added features that display product info for the line item you are about to add.
June 2, 201015 yr It's can be a case by case basis and it depends on your users how you train them - some are content with scrolling to end of portal to add. A button sometimes does help too. Or you can use a trigger on a global field to auto create the child records sometimes when you abstract the creation of related records you can at a later time add a modified logic to the creation should it arise. Typically I would say that screen real estate becomes a factor where to put global fields that are redundant when the data is right there in the portal. In cases like this a simple button that toggles an invisible tab panel can do the trick. It doesn't spawn a new window but switches tabs sets globals creates records in child table. and the user doesn't loose focus when creating or editing data. http://screencast.com/t/MDJkZmI5ZmMt This example uses a global field that is used to create records in the related table and also the use of hidden tab panels - all scripted in order to create children records.
Create an account or sign in to comment