3 Replies Latest reply on May 15, 2011 1:54 AM by jantar

    Basic Questions - Portal and Tables

    jantar

      Title

      Basic Questions - Portal and Tables

      Post

      Hi, I'm new to FM, and going round in circles on a couple of basic questions.

      • Do all portals need to have a lineitems (or similar) table? If not when should you use one?

      • In the Invoices starter solution the table Related Products is shown connected to the table Lineitems in the relationships graph, but not listed under Tables. Why is it not listed?

      Thanks in advance for your thoughts.

      Chris

        • 1. Re: Basic Questions - Portal and Tables
          philmodjunk

          The "boxes" in the relationship graph are "table occurrences". They may or may not have the same name as the tables found on the tables tab or listed in the tables drop down on the fields tab.

          You can define many table occurrences for the same table.

          To learn more about Table Occurrences:  Tutorial: What are Table Occurrences?

          • 2. Re: Basic Questions - Portal and Tables
            LaRetta_1

            "Do all portals need to have a lineitems (or similar) table? If not when should you use one?"

            A portal is simply a display method so that, when you are viewing one record in a parent table, you can also view the related (many) records to that one (if there are any). Layouts are always assigned to a specific table (see Layouts > Layout Setup and the 'show records from' pop-up).  Portals also belong to a table ('show related records from' in portal setup).

            Invoices is the 'one side' to LineItems 'many side' (1:n) so when viewing an Invoice, you would place a portal to LineItems on the Invoices layout so you can see all the items ordered on that invoice.  :^)

            If you are in LineItems layout (for example), you don't need a portal to Invoices to see invoice information because it is n:1 (many-to-one side) so you can simply place the invoice fields directly on your LineItems layout.  Relationships can also be n:n.

            • 3. Re: Basic Questions - Portal and Tables
              jantar

              Thanks for the quick responses.

              I will follow them up.

              Chris