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Add multiple records to portal in a related table (from parent)

Question asked by AndrewJudd on Jul 7, 2015
Latest reply on Jul 7, 2015 by AndrewJudd

Title

Add multiple records to portal in a related table (from parent)

Post

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.

 

 

 

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