1: Name your portal and use GoToObject script step.
2: Use GoToPortalRow script step.
I assume you want to script your actions.
Yes--will script actions. I assume that I must loop through the portal rows until I find the row with customer number = 36? What is the best way to do this?
An alternative might be to avoid searching the portal at all.
Freeze the window.
Save values from the current record in variables.
Switch to a layout for the portal records.
Perform a find on the portal records specifying criteria that includes the ID value from the parent record you use to define the portal relationship as well as "customer number 36". (This criteria comes from variables set in step 1.)
Set the "Corresponding data field" to the desired value from a variable from step 1.
Return to your original layout.
Thanks--had not thought about freezing the record but that is a great idea.