Go To Related Records works. I use it frequently for this purpose. You'll need to check the details to figure out why it isn't working for you.
This step might look like:
Go To Related Record [Show only related records; From table: PortalTableOccurrenceName; Using layout: "NameOfLayoutbasedOnPortalTable" (PortalTable)]
You perform this script step from a button placed inside the portal row. When performed from inside the portal row, the portal row's record becomes the current record when the GTRR is used to bring up the portal records.
Thanks, PhilModJunk. I did have the button placed inside the portal row so that wasn't the problem. According to your suggestion, my script is right.
The problem is that for some reason the script is not figuring out which related record is the current one - it still always thinks the first record in the found related record set is the current one. Here's a screenshot of my layout. Any more ideas? Thanks!
Just to be sure, you do see the show button on every row of your portal? (I'm 99.99% sure that this is the case, but we need to be sure here since the results you get are consistent with what you would get if you clicked the button in the first row.)
Doublecheck the specific options selected for your GTRR step. It should look like this:
Go To Related Record [Show only related records; From table: Notes; Using layout: "Notes" (Notes)]
The text in Blue must be exactly what I have posted. (I can determine this from your posted screen shot.). The Using Layout part might differ from what I have given here.
Yes, the "Show" button shows up on every portal row.
The options for the GTRR step appear to be correct. It does return the appropriate related records from "Notes". The problem is that it just opens the record at the top of the related records list. Somehow, it doesn't know which one is the current record or mistakenly believes the first record is always the current one.
I'm completely befuddled! Any more ideas? Thanks!
I may have to look at the file to figure this one out. One last check first: What does the relationship on which the portal is based look like?
Hmmm. I thought a relationship problem would end up returning the wrong related records. Clearly I have a lot to learn...
Anyway, all 4 tables, including the Notes table are related to each other by the "ID number" field. If the GTRR script is set to return the List layout, the correct records are returned.
Thanks for not giving up on this problem, PhilModJunk!
I would think so too, but wanted to consider all options if you were doing something less usual with the relationship like using the x operator or a second pair of fields. Don't think off hand how that would change how GTRR works, but something is affecting it and I would have tested a demo copy to match if that was the case.
Since this is a portal to Notes, I must assume that the ID code is a serial number generated in the parent table.
ParentTable::IDField = Notes::parentID
You can upload a clone of your file to a file sharing site and post a download link to it. (a clone is an empty copy of your file.) I, or others can then download the file and see if we can spot any issues that explain the problem.
Unfortunately, you have left a password in place so I cann't open this file...
Still can't get past the password. If you have a blank password, what did you use as the account name?
admin | blank doesn't open it.
Thanks for your patience and persistence.
account name = gwen.
I see that you are closing a window and then re-opening it with the new window command. I don't think you need either of these steps and the new window command transfers your layout frame of reference to the new window which will have a different found set and current record than the original window.
Instead, use the new window option in the Go To Related Records step to open the new window and display the related record.
Oh! So I was in effect closing the portal's selected current record window when I thought I was closing a window with previously opened portal records (my rationale was to avoid cluttering the desktop with lots of windows).
Now the script works perfectly. Thanks SO much, PhilModJunk!