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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi there, 

Would really like to be able to automatically add Invoice and Estimate information into the Calendar view when a new Invoice or Estimate is created, is this possible?  Struggling to find out how the Tasks get added and thought it would be a matter of adjusting a script or calculation. 

Any ideas?  

Thanks

Posted

bwinger,

It is possible to add that functionality, however, depending on your FileMaker knowledge, it may not be "easy."

You would need to make a new script that gathers the information you want from Invoices into variables, and puts the information from those variables into a new Task.

Adding it directly to the calendar without going through Tasks would not be something I would recommend. If you needed it done that way, I would recommend that you

hire someone to do some development for you.

 

If you are interested in our development services, or one-on-one FileMaker Coaching, please email us directly at [email protected]

 

Thanks,

Jonathan Hogle

This topic is 2658 days old. Please don't post here. Open a new topic instead.

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