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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need to have a service form be able to enter in new client info into the contacts table that will be placed into the project table as well. would I need a script that would create new records in both contacts and projects to perform this?

Posted

Open a new window (off-screen if desired) that goes to the clients TO to make the new record, then close it.

Posted

New records need to be created either through portals (if the option to create related records is selected) or from a layout based on the table occurrence.

  • 2 weeks later...
Posted

I've started to use an SQL plug-in to do this. There are at least a few free SQL plug-in's available nowadays. It's not 100% necessary, as the method Vaughan mentioned works, but if you are already planning on using the plug-in in other area's of your database, then you might as well use it for this as well.

Posted

Plug-ins = risk. Databases are complex enough without having implementation and maintenance problems of plug-ins

Posted

I need to have a service form be able to enter in new client info into the contacts table that will be placed into the project table as well. would I need a script that would create new records in both contacts and projects to perform this?

I'm not sure what you mean. Let's say I need to enter a new project. Why can't you put the user in a Contact Find and once they either find the contact or create a new one, then on the Contact Form, they create a new Project? The New Project button would capture the ContactID and populate the Project's foreign contact key.

It almost sounds like you have redundant contact info fields in the Project table.

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