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Claris Engage 2025 - March 25-26 Austin Texas ×

How to enable filtered portal to Set Field upon create


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Posted

I have two portals on a layout that show widgets from the same table (which has Allow Creation enabled). One portal is filtered to show only Type A widgets. The other shows only Type B's. When a user adds a widget to one of the portals (by entering on the last line), I'd like the add action to automatically set the widget Type according to which portal is being used. That way, the new entry will remain in the correct portal. BTW, the Type is not displayed in the portals. Indeed, the user is not even aware of the mechanism driving the content of the two portals.

Is there a way to accomplish this other than having a post-process script attached to one of the portal's entry fields? I'm thinking there probably is, so I thought I would ask.

Thanks for any advice.

Posted

Is there a way to accomplish this other than having a post-process script attached to one of the portal's entry fields?

I don't think so - not if you are using the same relationship for both portals.

Posted

Now this is very good, Michael! People should note that it is auto-entering the object name attached to the Value field and not the Object name attached to the portal. What a nice use for Get ( ActiveLayoutObjectName ) ...

Posted

not the Object name attached to the portal.

Yes, I should have removed those after I couldn't make them work.

Note also that some work is required if the portal contains more than one enterable field.

Posted

I should have removed those after I couldn't make them work.

I made them work now, so you can have any number of fields in the portal and they do not need to have object names:

http://fmforums.com/forum/topic/81855-getting-more-out-of-filtered-portals-7-creating-new-records-in-filtered-portals/

This topic is 4710 days old. Please don't post here. Open a new topic instead.

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