Go To Related Record

[Tom England]

I have a client database with field ClientRef (unique). We have another field that directs users to other records. ie. Instead of having duplicate/similar details in 2 records it may say See ClientRef XYZ123.

The only information that the 2nd field would hold is 'XYZ123'. Is it possible to create a script that would use the XYZ123 data, and go to that specific record?

Hope that makes sense!!

[LiveOak]

There is a "Go to Related Record" scrpt step that can be used to move the the related records for a given record. You specify the relationship to use.

-bd

[Tom England]

I don't really understand how to use this function. Can anyone explain??

[Balder]

Tom,

Before you can use the "Goto Related record" scriptstep, you have to create a relationship between your "second" field and another field (in another db or even in the same db.

If you create a portal on the layout, showing the fields of the related record(s), you can directly show the related info. Check the manual on Portals.

Regards, Erik

[Aglaysher]

Just a little add on to previous suggestions.

You have two files that you created a relationship for using a common field. Maybe its Customer number. In your customer file you have a customer or record with a unique number (or Text or both) In your invoice file you have an invoice. One of the fields in your Invoice file should be Customer Number. Now you can link Customer file with invoice file by creating a relationship using the field Customer number.

Next Step:

Make a button on your layout. In your format button chose "goto related record". Bingo. Thats it. When you click the button in the Invoice file it will take you to that customers record in the customers file.