AnsweredAssumed Answered

How to show 3 tables on one layout via portals

Question asked by HugoLidia on Sep 27, 2014
Latest reply on Sep 28, 2014 by HugoLidia

Title

How to show 3 tables on one layout via portals

Post

I want to be able to have the main details from Table 1 on the layout, along with the details from 2 other tables, but can't make them active i.e. User cannot input new records on Table2 nor Table3.

So if Table 1 is Customer, Table 2 is Service and Table 3 is Assets, we want to be able to Add the Customer details as normal input then click in the Service portal on the same layout to add the Service(s) the customer has contracted and then add the Assets from a portal on the same layout.

This does not appear to be an issue with the relationships between the tables, as the portal for Services correctly shows the Services for each Customer, and the assets relating to the Services are also shown in their separate portal on this same layout, but we cannot ADD a new service via this portal we have to switch to another Layout ( i.e. Service Layout) to add the Service record.  As soon as theUser goes back to the main layout the newly added service is visible.  We just cant add the new service from the main layout.

What have we forgotten to do/enable ?

 

Outcomes