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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a quote record and a line item record. Since I have a portal

in my quote record of the line item database I have setup my

line items database to print my quote from.

My question is if I'm working on quote#1000 in my quote database, how do I run an external script in the line items database that

will find only the lineitems related to quote#1000.

I don't see a way to pass my find criteria from the quote

database to the line items database.

Is there another way to do this or am I over looking something?

maybe pass the number in a global variable?

Thanks in advance for the help.

Dave

Posted

I have a portal in my quote record of the line item database

I'm assuming your line items are related to the quotes in a relationship called LineItems, where quote# in QUOTES matches quote# in LINEITEMS. Have a script in the QUOTES file do a Go to Related Record[show,LineItems]. This will make all the line items related to the current quote the Found Set in LINEITEMS. Then call an external script in LINEITEMS to do the printing. After printing, have the script in LINEITEMS call an external script in QUOTES to return to that file.

Posted

Hey Thom,

You understood exactly what I was doing and exactly what I needed.

Thanks a lot, it worked like a charm!

Dave

Posted

There are two ways to accomplish this. One way is to actually perform your find, including setting up the find criteria in the related file to be gin with. The other way is to use Global fields to have the user input the find criteria, then you will go to the related file, enter find mode and insert the find criteria from the Globals.

In either case you also need to add the Quote# to the find criteria, so that it only finds for records related to that quote.

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