Add multiple records to portal in a related table (from parent)
Hi all, I am trying to build a button with script to allow a user to easily flag selected records in "CLIENTS" and add them directly to a portal to "CLIENTS FOUNDSET LINE ITEMS" which is in the layout "CLIENT FOUNDSETS".
This will allow users to keep track of selected lists which appear in a portal in "CLIENTS" to "CLIENT FOUNDSETS".
I am only able at the moment to generate the lists from within the layout "CLIENT FOUNDSETS" using a popover to my client table with the attached script to add the clients (one by one) to the list. I'll include a picture of the relationships too.
It would be great to have any pointers. thank you! I'd rather keep my tables / relationships as they are if possible, as this does work well using the popover but to add the more direct option would be great.