We’re using a form to collect donations linked to a donors table. Our workflow is: Search for the donor’s name via the donors portal. 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 …

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!

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 w…

[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.

New Record via Portal

Feature Requests

Abdul June 14, 2023, 1:50pm 4

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.

Topic		Replies	Views
Hide Create New Button on Linked Record Field Feature Requests	3	69	June 14, 2024
Create New Record only after Search Feature Requests	1	164	August 25, 2023
Creating New record within portal does not link user Need help	1	105	April 12, 2024
Create Record button not appearing in Portal Need help	3	193	March 24, 2023
Force User to search for linked record prior to providing option to create new record Feature Requests	3	56	August 8, 2024

New Record via Portal

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