AnsweredAssumed Answered

To portal or not to portal... that is the question.

Question asked by JoeSand on Mar 18, 2017
Latest reply on Mar 19, 2017 by rgordon

I'm creating a solution for my own automotive repair business, and would like an opinion from those with more experience than me.  Part of this solution will be for estimating jobs and will have the basic for of an invoice... parent is the invoice, child is the invoice line items, but I'll need ultimate flexibility creating and editing these documents.  I need to be able to insert and delete lines, reorder lines, and it would be nice if a paragraph typed into one field could be made to expand the line vertically so it would show on the layout (far as I know this is impossible outside of preview mode?)


So, with your help I've determined that I can do much of this using a portal for the line items, or I could use a Line Item layout instead. Since I'm sure I'm not the first one to come to this fork in the road, I'd like to tap your collective wisdom to decide which way to go.


What are the advantages and disadvantages of each method?