2 Replies Latest reply on Jun 24, 2014 10:34 AM by ChrisKing

    New Record Script From Portal



      New Record Script From Portal


           Im having an issue writing a script that will create a new record in a related table from a portal in a user layout and then display the new record in the portal.

           Currently the script creates a new record but it does not display it in the portal on the user layout. it only creates a blank new record in the related table but keeps the record being worked on in the portal in the user layout .

           any suggestions?

           The photo is the script I have right now


        • 1. Re: New Record Script From Portal

               Your script does not link the new record in the portal table to the current record in your layout's table.

               Start your script with:

               Set Variable [$InspectionID ; value: Daily Inspections::YourTablesPrimaryKeyHere ]
               Then change layouts and create the new record.

               Then add this step to link the new record back to your original record on your "Daily Inspection IPAD" layout:

               Set Field [Join_Daily_Scissor_Lift::YourTablesForeignKeyHere ; $InspectionID ]

               Note: When Setting up Set Field, there are two Specify buttons that must be clicked. To get Set Field [Table::Field ; Expression], add set field to your script and click the first button (specify target field). Select Table::Field from the list of fields. Do not click the specify button next to the repetition box. Click OK to close this dialog box. Now click the lower specify button (calculated result) and create the expression to the right of the semicolon (;). Do not try to type in the semicolon.

          • 2. Re: New Record Script From Portal

                 Worked like a charm 

                 Thank you