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Claris Engage 2025 - March 25-26 Austin Texas ×

Import record of portal to same table with new new record


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Posted

Button must be in portal and script might look like this:

Go To Related Record [ from table LineItems using layout based upon LineItems ]

Duplicate Record/Request

Go To Layout [ Original layout ]

How to return to the newly created record to modify it further would depend upon the sort order of your relationship and portal and where the new record lands within the portal. If it is the last record then you might continue the script with:

Go To Portal Row [ last ]

Go To Field [ field you wish to change ]

Posted

this is not my requirement,my question is i have estimate table and there is portal in estimate table the record come in portal is from estmate line item,I want to import all the record including portal record of that particular estimate id with new estimate id.

Posted

Do you mean you want to duplicate the estimate, with its line items? If so, see if this helps:

http://fmforums.com/forum/topic/79503-setting-multiple-portal-rows-into-a-new-portal/page__p__370376#entry370376

Hint:

If your question is not being understood, the smart thing to do is to try and explain it using different terms, instead of repeating it.

This topic is 4825 days old. Please don't post here. Open a new topic instead.

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