1 Reply Latest reply on Aug 31, 2012 6:15 AM by philmodjunk

    Create new record in portal



      Create new record in portal



      I've created a portal table in my main view which I'd like to show a list of proposal sent to the main contacts.

      However, I can only enter one record in the portal table  - how do I add more records in this view?

      Any help appreciated.


        • 1. Re: Create new record in portal

          Open Manage | Database | Relationships

          Find the relationship linking your layout's table occurrence to the portal's table occurrence.

          Double click the relationship line linking to the portal's table occurrence.

          Select "Allow creation of records via this relationship" for the Portal's table occurrence.

          Now you can add new records in the portal simply by adding new data in the blank row just below the last row in the portal to display data.

          Note 1: this requires that the portal's Match field in this relationship not be a calculation field.

          Note 2: With some layout designs it works better to use a button with a script that creates a new, blank related record in the portal for you. For one thing, with the appropriate sort order, this new blank record can appear at the top of the portal row and thus eliminate the need to scroll your portal records each time you need to add a new record once you have more portal records than rows in your portal.