1 Reply Latest reply on Apr 22, 2015 7:05 AM by philmodjunk

    Create new record from popover



      Create new record from popover


      Hi, I have two tables in this particular example Clients and Requests. 

      Clients -------< Requests

      Is it possible to create new requests from a popover inside of the clients table? 

      When I try doing this from the attached image, it shows the related records from the requests table. 

      Can i create some sort of script which only allows the popover fields to be blank and create new records?





        • 1. Re: Create new record from popover

          The typical and simplest approach for this is to use a portal since you have multiple related records.

          But you can use a set of global fields in place of the fields shown here. Your Done button then performs a script that creates the new record in Requests and copies over the Primary key from your layout's current record as well as the data from each of these global fields.

          It's also possible to set up an additional relationship to an added table occurrence of requests. This relationship uses a different match field in clients and has "allow creation.." enabled for this new occurrence of requests in the relationship. Use a script performed OnObjectEnter set on the popover's panel to clear this match field each time that the popover opens. Entering data into one of the fields creates the new related record and you would set up cancel to use Revert record to cancel the creation of a new requests record.