Quotes and Invoices Sample project

When I add a Line item to Orders, the Total in the Orders detail above does not get updated. Well actually, it does get updated but it doesn’t display the new total until you refresh the page.

Is this a bug? Has this been fixed or is it just al old sample that doesn’t play perfectly?

If you have your “add form” embedded in the page it does not refresh the parent total on the page view. It updates in the table but the page doesn’t refresh automatically when you submit an embedded add new record form.

When you add your new form in the builder, check the box that allows you to link it to a menu rather than having it embedded. Set the form as a modal popup and change the submit rule to redirect to parent, rather than displaying a confirmation message.

When the form submits and redirects to the parent it will refresh the underlying page displaying the revised total.

1 Like