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Go to Related Record Issue

Featured Replies

Hi,

My issue is that my customer layout has a script trigger on LayOutEnter that sorts my customers portal list by "Active" customers,

but when I do a go to related record from another table say from quotes or any other the customer layout does not load that customer

or show my related customer because the OnLayoutEnter script trigger changes it, I would like it to go to the related customer and also sort it by "Active"

on the list.

Hope someone can help me with this.

Thanks,

Pio

If your customer list has an OnLayoutEnter sort, that should not affect the found set. When you say “sort,“ do you instead mean find active?
 

also, gtrr from quote to customer would typically end on a customer form view. The trigger for active wouldn’t make sense on a form layout. 

  • Author

Hi, sorry, yes meant find active customers and the sorts by name

This is my OnLayoutEnter script:

1115312704_ScreenShot2020-09-07at9_14_32AM.png.5c5bf8e1143fa7ce22c832c72f4e08b0.png

and this is my customer layout:

1317000333_ScreenShot2020-09-07at9_22_01AM.thumb.png.eb26fbb975b939eebbaf8b13d4857e8e.png

This is my GTRR:

659828893_ScreenShot2020-09-07at9_26_17AM.thumb.png.9db5de6dcafc430dbf71a89f9979c1b0.png

 

Thank you!

 

In your script, after entering find mode, you shouldn't use both  'Set Field' and Perform Find [Restore].

I'm also confused as to what you want, and what it is doing/not doing.

  • Author

What I need is that when I go to related record it shows active customers only and it goes to the related record on my customer layout, but if I go into my customer layout from the navigation bar I wanted to have my customer list show only active customers and scroll to the first record.

 

  • 2 weeks later...
  • Author

Sorry, I was not making myself clear, what i need is that

my Go to Related Record script cancels or overrules my On Layout Enter Script.

Thank you.

If you like, you could make your Go to Related Record script do something like:

Set Variable [ $$disableTriggers; Value: 1 ]
Go to Related Record [ ... ]
Set Variable [ $$disableTriggers; Value: "" ]

and then wrap your OnLayoutEnter script in an If statement:

If [ not $$disableTriggers ]
# DO THE ACTION
End If

Personally, I would prefer to script the navigation so that a script trigger would not be required.

 

  • Author

Thank you! that works great.

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