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Creating related records??

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I have two tables (Customer Info and Invoice) related by customer number.

I would like to make a button, etc. on a layout displaying Customer Info that when clicked will go to a layout for Invoices and CREATE a new record in the Invoices table.

I have tried using "Go to Related Record", but it doesn't work unless a record has already been created in the Invoice database.

Right now, I have to switch to the Invoice layout, type in the customer number to make this a related record and proceed.

Is there a way to automate this? It would remove the error of entering the wrong cust number. Any ideas would be great. Thank you!

surfer ...

Here's a sample file.

Take a look at the script "new invoice" for the steps I used to do what you want.

You can use this same technique to create line item records related to your invoices.

Good luck!

Business.fp7.zip

  • Author

Brilliant!

It worked great. Thank you very much for the help- I truly appreciate it!

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