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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi there,

now i have 2 file, one is to keep customer record and the other one is keep the sales/order record. In the order form, i set it into 2 part one is customer information and the other one is order information. In the customer information part, i will let user to key in detail, if they type the company name or customer name which already exist in the customer file, the other details will display out. If not found, the user can still key in the details like tel no, address.., and i will set a button to let them click then add the customer information into customer database.

At the first time, i'm using look-up field but it only can work by either one, cannot both. After that i set it into calculate field, but it still cannot work because i can't let user to key in customer information if the customer is new and need to add to the database. So, do you all have any solution about it?

Regards,

Henry

Posted

You could use the calculated field option like you've mentioned.

But have a second field that is the one to be displayed. In the script attached to the button, if the information exists in the customer record, then set the second field equal to the calculated field. Otherwise do not, and allow the user to enter the information.

This topic is 7825 days old. Please don't post here. Open a new topic instead.

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