I'm having an issue and I'll do my best to explain it clearly but in case I fail miserably just ask for a little clarification.
I have a program set up that is based around a central layout called the dashboard. The dashboard holds all information vital to a loan and is set up to auto-generate an ID on creation of records.
I also have a layout for documents and for document groups. Documents are related to document groups and document groups are related to the loan currently being used on the dashboard.
I also have a processing layout that needs to contain every document needed for a loan on one page, separated into different portals based off of their document group. About 30 portals on one page in total.
My goal is to have the correct documents for the correct loan automatically populate into the correct portals on the processing form.
Is there a way to make this happen? Preferably without scripting but if it needs to be scripted it needs to be scripted.