2 Replies Latest reply on Oct 8, 2010 9:55 AM by dg3321

    Portal Basics

    dg3321

      Title

      Portal Basics

      Post

      I have a dedicated layout for expenses on a project.  Each new record in this layout is a separate expense.  Is it possible to create a portal on a related layout, which lists all of the expenses created in the expense layout?  I would also like to be able to enter the expense data on the related layout and have it appear in the expense layout as new records.

      I am working with FMP11.

        • 1. Re: Portal Basics
          philmodjunk

          That's exactly how portals are intended to function. What does one record on the new layout represent, a project?

          If so you'll need a relationship between the Projects table and the expenses table:

          Projects::ProjectID = Expenses::ProjectID

          enable "Allow creation of records in this table via this relationship for the expenses table."

          Now a portal on the Projects layout will list all expenses for that Project and you can log new expenses in the portal simply by entering the new data on the blank portal row found at the bottom of the existing portal rows. Each new record is being created in your expenses table so they will also be visible on your expenses layout.

          • 2. Re: Portal Basics
            dg3321

            That worked perfectly!  Thank you.