Line Items - one to many with duplicate alert.

Discussion created by AndrewJudd on Nov 28, 2015
Latest reply on Mar 17, 2016 by AndrewJudd

Hi all,


If you have a set up where the line items is one to many - as in a record can appear on as many different records as you need. BUT you want the ability to have a custom dialog box saying this child record is already on this parent record.


What is the correct IF step?


Attached is my script step that runs on a popover to clients.  And relationships below. I use a "add new" table to stop the popoer closing every time you click to add a new contact (to stop it leaving the layout) to the line items portal. So the "ADDNEW" table relationship to CLIENT FOUNDSETS has the ability to create new records.


Maybe that makes it more tricky..?


I think I need an "assigned" relationship with a global? But I can't seem to get the set up correct...


Thanks !


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