Switching between related files script

[GF2004]

I have created a relation between two files contact information and project information. Each individual project title is now in a portal on the contact file. I'd like to switch back and forth between each project/line item on the portal and the related (project)database using buttons. I used the "go to related record" command but there are multiple projects for each contact. I understand script making, but not how define which file to pull the next script set from. I would like to create a button next to the portal to open the related file (project), create a new record, copy/paste the organization name (which is my match field). I also need a button on the related (project) file to go back to the contact file.

[-Queue-]

Here's a sample setup.

You should use an ID, not name, for your match field. The sample portal from Contacts is set to allow creation of related records. So once you click in the empty row, you've created a new project record.

GFConProj.zip

[GF2004]

By ID do you mean "number"? I thought I could use any field that had matching field contents. In my case the "organization" field fits the bill.

The attachment you sent is exactly what I'm looking for I'll see if I can figure it out from here. If not I'll be back... THANK YOU!!

[-Queue-]

Number or text, but it must be unique. Using an organization name, telephone number, or any type of data that may change over time is not a good idea. A unique number that is unrelated to any of the record's data is a good idea. Then you can change the name later on without any consequences.

[GF2004]

Good morning - I looked at the files and they are a little deeper in scope than I thought. In order for me to really understand this, if you would be so kind as to go through this 1 step at a time I would be grateful. I think I have to stick with using the contact, which in this case is really an organization which will not change, plus I'm importing files that don't have an ID. However I would like to enter the project name from the portal and have a button that will go to the project record and auto fill the org/contact name and again a back button. I already have the button in the portal that takes me to the related record in the project file.

1.establishing scripts between files

2. ability to enter directly in portal and then to go to a newly created project record in the project file

3. the ability to use a button to go back to the contact file

[-Queue-]

If your relationship from Contacts to Projects is based on contact name, then it will automatically be filled when you enter a new project in the portal. There is a Return button in the sample file attached to a script that shows you how to get back to the Contact record.

1. Select Perform Script from the script steps. Click the <unknown> menu next to 'Specify'. Select 'External Script'. Click 'Change File', navigate to where the other file lives, and select it. Click 'Open'. Click <unknown> next to 'Script' and select the desired script to be performed in the external file. Click OK.

2. Have your relationship from Contacts to Projects set to 'Allow creation of related records'. When you click into the name field and enter something, a new related record is automatically created. Click the button in the portal that is attached to the 'Go to' script (or whatever you want to call it) that goes to the related record and performs the external script to display the correct layout. In the sample, I created a button in Layout Mode, copied it, and pasted it into a global. This way you can set the related field in the portal as a button and it won't display on the blank related record that would be created if you entered a name into it.

3. Create a button attached to a script similar to the 'Return' one in the sample.

[GF2004]

Thanks for your help. I found that I could just use the navigation "go to related record" for the return button, by adding the same org=org relationship in the project file. That seemed like the most basic solution. Is there an issue with creating the same relationship in both files? If not between that and your solutions I think I'm up and running. Thanks again!

[-Queue-]

You have to create the relationship in both files for it to work both ways. So there is no problem there. The GTRR will work for the return button. It is safer, though, to add the external script to go to the correct layout, unless there is only one layout in the file.