New Record via Portal

We’re using a form to collect donations linked to a donors table. Our workflow is:

  1. Search for the donor’s name via the donors portal.
  2. If the donor is not found, create a new record with the New Donor button in the Search window.

After saving, the new donor record window is dismissed and the user is returned to the screen with the Search window still displaying. It can be dismissed by clicking off the window, but I believe the expected behavior is for the Search window to close when the user clicks the New Donor button.

Hello, @darryl.oliver. In order to provide you with a more precise and tailored response, we kindly request that you provide us with additional details regarding the issue you are facing. It would be greatly appreciated if you could share a screenshot or any relevant information via the chat. This will enable us to better understand your problem and assist you more effectively. Thank you for your cooperation.

miniext_new-donor-btn - 02

The message in the animation says the window should close after the New Donor button is clicked, but it probably makes more sense to close it after the new record is saved.

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Hi @darryl.oliver. Thank you for providing clarification. I have generated a ticket to address this specific request. We will ensure to keep you informed regarding any updates through this communication channel.

Hello, @darryl.oliver. We’re excited to share that the Record Finder now has auto-closes after creating a record. Your feedback was valuable in making this improvement. If you have any other questions or need further assistance, feel free to reach out. Thank you for being a part of our community!

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