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Good Day,
I have a table called Purchase Orders and then another called Invoice Lines.
These two tables are related by a One-to-Many relationship (One PO - Many Invoice Lines).
On my portal I want an administrator to be able to Create a new PO and the Invoice Lines in a single go.
Form View is as below:
When I preview the form I don't see the option to add new Invoice Lines.
I have created the permissions and assigned them as per the below:
Nothing special about the view... I have the New PO and then added a subgrid below for Invoice Lines.
Clearly the Relationship is working as you'll not some of the existing Line Items pulled through to the above view.
Again, not looking for anything special here.... I'd expect this to work OOB.
Any assistance?
Thanking you in advance.
Hi @TheAvo1
In Basic form
1. Success settings > Redirect to web pages
2. Enable the "Append record id to query string" and choose the query parameter name as id
You can play around a bit here. Hint: Keep two separate web pages one for insert/create and another for edit.
Alternatively check this article from @OliverRodrigues :
Hope it helps.
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Hi @OliverRodrigues ,
Thanks for the feedback. I quite like your proposed solution of the redirect to a edit page for the line item.
How would I link the line items on the redirect to the newly created PO?
Kind Regards,
By default, you can't create child records without having the parent created first.
One approach to this is using the Portals Web API, but you would have to design your page entirely custom.
Alternatively, what I would do here is have a Basic Form for the parent record Creation, and then redirect the user to an Edit form where they can add the child records.
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Fubar
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