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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have two files that are related: confirmation letter and request form. The information from the request form populates the letter. This relationship is working when you open the letter file and manually enter a request ID(field). I would like to automate the process. I want the request form to automatically launch the letter with all the information from the related record when the user clicks on the letter button.

Thanks,

Shari

Posted

So you want to create a new letter and then perform a lookup?

Create a global field "gID" in the letter file, and a script like this:

Enter Browse mode

New Record/Request

Set field (request ID, gID)

Go to field()

Now, in the request form file, create a script like this and attach to your button:

Set Field (letters::gID, request ID)

Perform Script (External, the one above in the letter file)

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