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Claris Engage 2025 - March 25-26 Austin Texas ×

importing into portals


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Posted

i need to import records into a portal in my database but i have come across a number of problems.

 

i have a table that contains a list of all products with product category, product name, product description etc. etc.

 

the data i need to import is a list of products that are included in a quote for a customer. however, this data only includes product name, product description and quantity. to use this data i need to run a script that also finds the product category for each product before it imports it into the quote.

 

currently i have a portal where i can select product category from a dropdown, then a second dropdown beside that displays all products within that category which i can select and once selected it will also display the product description beside it and a price from the table mentioned earlier as well as setting the quantity to one. what i can't work out is how to import into this portal so that it does all the above things.

 

my thoughts so far have been to import the data into a separate table and then run a few looping scripts from there to find the additional information and then import the records to where they are required and then a final script step to delete all records from this additional table - pretty much just a temporary storage table.

 

sorry for the extremely long message and for how confusing it is but hopefully you can help me resolve my problem!!!

Posted

It is helpful to mark topics as [XPOST] when you are posting the same thing in multiple forums.

There is no such thing as importing into portals.

A portal is based on the table that you have declared the portal is based on.

You need to import directly into that table.

 

But it sounds like you don't actually have a grasp of how the tables in your system relate.

And - we won't either; until you show us the graph or a more detailed description of the tables in your system.

Posted
3 hours ago, jp98 said:

sorry for the extremely long message and for how confusing it is

I posted a link in my Private Message to you about an Anatomy of a Good TopicIt explains pretty good on how to post in the FM Forums.

You can never go wrong by posting a copy of the file.

Lee

Posted
5 hours ago, jp98 said:

i can select product category from a dropdown, then a second dropdown beside that displays all products within that category

You can't do that, unless you have a relationship linking products to their category. And if you do have that, you can use the same relationship to lookup the category while you import (or replace the field contents immediately after import). Although I don't see why you would need to do that, when the category is given by the related record. That's needless replication of data.

This topic is 3141 days old. Please don't post here. Open a new topic instead.

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