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Claris Engage 2025 - March 25-26 Austin Texas ×

Go to Portal Row - Related Table without selector?


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Posted

This is a bit complicated to explain but here goes:

As you can see in the picture attached, I have a table with container boxes all along the right side. I currently have a script attached to those container boxes that says OnObjectModify - Perform this script.

The script basically exports the container file, then goes to the related record in the related table and executes further actions. 

 

Heres the problem, everything works great, as long as the portal row has been (selected) (you can see this in the picture attached as its a bit darker) The portal row selector must be the same as the container field I drop my doc into. For me this works great but for the whole office to remember to select this portal row every time is a bit cumbersome, any thoughts?

1.tiff

Posted

Couldn't you use the onobjectenter trigger for the container object to run a script first that will select the portalrow and then perform the upload and other commands? Or check whether any row is selected and display a dialog that instructs staff to select a portal row first?

This topic is 3664 days old. Please don't post here. Open a new topic instead.

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