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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am trying to create a quote software for my company whereby I have created a unique ID# when the clients name is entered then you switch layouts and enter a room name and then you enter individual line items into a portal under this area. Then you enter a different room name and enter new items in the portal (etc. until you have entered all of the room and items necessary). My problem is keeping the unique ID# populated with the current unique id# in the room layout so that the room names are related to the current client. I can manually enter the number but I cant figure out how to autopopulate this field everytime I create a new record. I need this number to stay the same and autofill until I start a new quote. Any suggestions?

I have attached a copy of the current design. Thanks in advance for any help. ooo.gif

Posted

Try this.

Save the unique ID# to a global variable in the rooms table. In the rooms table set the options on record creation for the unique ID# key relation field to be entered by calculation. For the calculation use the global unique ID# field as the calculated value.

I used to do this in FM6 but haven't tried in in FM7 yet. Hope this helps.

Posted

Well I thought it worked great but...

Now my portal in the rooms layout doesn't work properly anymore (it uses the unique id as one of it's match fields) it still kind of works. It accepts input but the the info you typed in disappears until you enter a second set in the first line again and then they both appear but at the lowest lines in the portal. That can't be right. Have I done something incorrectly?

crazy.gif

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