• Hi gurus,

I am sure I’m missing something simple, but for the life of me I can’t figure this out. I have a database with tickets. What I want is when a new ticket is created I want to see a popover (see attached) then I want the user to type in the top box and as they type I want to filter the list below (a portal) and once they client is shown they would select it and a ticker is created for the client. I sound a script and modified to fit my needs but can’t get it to work. Can someone stretch a helping hand?

BTW the filtering is working but its not reflecting in the popover its reflecting on the layout.

Edited November 14, 20178 yr by JMart

I would suggest to watch these videos:

 

 

 

and

 

 

 

I personally rather the second method as I found it much faster.

 

 

Thanks, the main issue I am having is getting is to work within a popover.

It will work in the popover. The search method doesn't care whether your portal is in a popover.

But you might want to use the new card Window if you can upgrade to FM 16.

for some reason the result are not reflecting on the popover only on the layout.

Maybe just a typo.

Take a look at steps 8 & 10.  You set a variable $ThisTerm, then in step 10 you set field with $thisTerm. 

I'd rather do this with a filtered portal, or as find, as mentioned above with JMO's method (can't go wrong following JMO's advice  ) . 

Don't see the need to add the complexity of looping.

BTW, if the typo is the reason, here's where the Data Viewer & Script Debugger are you friend.  As you step thru, you would've seen the variable not being set.

Edited November 15, 20178 yr by Steve Martino
typo...about a typo