Maybe someone can tell me why an autoentry works in one case and not another.
I have 2 files, ACCOUNTS and PAYMENTS. One account can have many payments. ACCOUNTS have an autoentry, serial number assigned named #Accounts. PAYMENTS has a field named Accounts_ID defined only as a number, no calcs or lookups. There exists a relationship between ACCOUNTS to PAYMENTS of #Accounts::Accounts_ID with Allow Creation of Related Records allowed. There exists a relationship between PAYMENTS to ACCOUNTS of Accounts_ID::#Accounts with Allow Creation of Related Records allowed. No other relationships exists between the files.
Here is my question: When I open ACCOUNTS, I have a portal to PAYMENTS which I can add new payment data but I do not display the Account_ID. However, after I enter the payment data, the Account_ID field is automatically filled with the #Account of the account I'm in. Why?
I tried to duplicate this process between two separate files without portals but the autoentry number doesn't transfer over unless I already have another field relationship set up AND I use a lookup to fill in the number_ID field.
I have 2 files, ACCOUNTS and PAYMENTS. One account can have many payments. ACCOUNTS have an autoentry, serial number assigned named #Accounts. PAYMENTS has a field named Accounts_ID defined only as a number, no calcs or lookups. There exists a relationship between ACCOUNTS to PAYMENTS of #Accounts::Accounts_ID with Allow Creation of Related Records allowed. There exists a relationship between PAYMENTS to ACCOUNTS of Accounts_ID::#Accounts with Allow Creation of Related Records allowed. No other relationships exists between the files.
Here is my question: When I open ACCOUNTS, I have a portal to PAYMENTS which I can add new payment data but I do not display the Account_ID. However, after I enter the payment data, the Account_ID field is automatically filled with the #Account of the account I'm in. Why?
I tried to duplicate this process between two separate files without portals but the autoentry number doesn't transfer over unless I already have another field relationship set up AND I use a lookup to fill in the number_ID field.