Hi,

This is a problem that I run into with almost every data base I create. In my latest database I actually have 2 related databases. The first is "Clients" and is a basic contact manager. The second is "Policies" which holds all the policy information for all my clients (in case you haven't figured it out this is for an insurance agency). In my Client DB I have a button that creates a new policy. The script is supposed to copy the client id, open the policies DB, request a new record, past the client id and based on the id the pertinent demographic data from Client DB is shown in related fields (like last name, first name, etc.). Then back in my Client DB I have a portal that shows each policy a client has in a repeating field.

Here is where the problem starts. If I am looking at the layout in my Client DB that shows the policies portal, the policies DB must be open. If I then hit the Create new policy button, instead of opening policies (cause it is already open), copying the client id, etc. the Policies DB just pops up with the record/policy I last created. I then have to manually create a new record and enter the client id. This defeats the whole purpose of my "Create Policy" button and script. Is there a better way to achieve this? Would a look up work better?

Thanks

Joe

Duplicate post -- please reply to the message in the Portals forum.