I have the following challenge:
- two objects: requests & persons
- cardinality between objects is multiple persons to 1 request
I want portal users while creating a request to be able to create (and immediately attach) multiple person records for that request. I know I could use the grid to accomplish this, but the person object has to many required fields to fit into a grid component, so that would be a no go.
The embedded quick create only seems to allow to create one person at a time while creating the request.
Also I do not want a lookup, because I want to make it mandatory for the users to create new person records for every request they create.
Is there an easy / smart way to accomplish this?
1. It's not possible to use the quick create functionality on portal pages, like in 'normal' pages:
2. There is no way to change inline editing mode of revised grid to pop-up editing at the moment
Anyone?
Hi Ruben,
1. Regarding the pop-up editing …. Unfortunately, the behavior of inline edit cannot be changed.
2. Regarding your other query on Forum
a. When you said using Grid Control is not a good option for you because of too many fields, Did you try the Revised Grid Control (doc link below) which scales much better than the old one ?
b. One more way you can try out is, remove the “Request” look-up field from the quick-create page of “Person”.
So, when a user is creating a new Request, he is shown the look up field of “Person” object
And users will click the quick create icon, which will pop-up the quick-create page and once it is closed, the new Person is created and is its value is attached to the corresponding lookup field in Request’s New page .
Please let us know if the above pointers look good for you.
Regards,
Harsha.
1. It's not possible to use the quick create functionality on portal pages, like in 'normal' pages:
2. There is no way to change inline editing mode of revised grid to pop-up editing at the moment