Right now I have a 'create a record' button on the customer layout ...
The button must be on the order layout, new record = new order.
I don't have an order layout, just the customer layout with the orderline portal. Is there a way to put a button in the portal to create a new order without changing the customer? How would I tie a new layout with the order on it to one customer?
What is your job ? Create customers or create orders ?
That was clearly a rethoric question because if you can't create an order, you have no customer.
So really you have to have an order layout with a portal for order lines and a field with a list of your customers ( Ids ).
I understand what your saying. What I was trying to do was keep it all in one layout. I currently have the customer information on top and the portal to the orderlines on the bottom. I'm not sure if your understanding, I have no problem entering orders or keeping them tied to customers, I'm trying to create multiple orders for one customer without having to reenter the customer information each time. Maybe I'm confusing the terminology. Thanks for anymore input.
> I'm trying to create multiple orders for one customer without having to reenter the customer information each time.
That is as difficult as clicking once.
If you create a layout based on the Orders table, you can choose the customer ID from a value list and ALL related informations about the customer will be automatically entered by FileMaker.
Thank you. That made more sense :) I did just that and it's working the way I wanted.