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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have 2 files: Advertisers and Contracts. In the Advertisers I have a Contracts button. When this button is clicked on I would like it to open Contracts file, Create new record, Copy the acct #, salesperson information from the Advertisers File. I would also then like to have the two records from the two files to be linked afterwards. I can get the button to open the Contracts file and make new record, but can not get the info to copy and link. Any ideas would be appreciated?

Posted

You are better off using "Set Field" rather than copy and paste, because copy and paste will only work if the field appears on the current layout and is formatted to allow entry into it. That may be the reason you are having trouble.

A reliable way to transfer data between files is to set up a globals file that has one record with non-global fields that is related to all other files by a constant relationship (ie, a calculated field whose value is equal to 1). Then, you can set multiple values from one file using the "Set Field" command and then read them from any other file the same way.

This topic is 8629 days old. Please don't post here. Open a new topic instead.

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