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problem with set field

Featured Replies

Hey all,

I have a question about scripting a set field command. I have two tables, Companies and Contacts. I would like to create contacts from the Companies table. I am using a company# field to relate the records, but I can't get the script to insert the current company# in the contact layout. If I manually input the company# in the contact layout, the contacts show properly in the Company/Contact portal. Does this make sense. I am sure it's an easy fix, I am just stumped at the moment.

thanks for any help,

Tony

dont use script to do this. have a field "Company #" in both table, and relate it. allow creation on the contact table via the relationship.

use a layout based on company, create the contact portal, and there is no need to put the Company # field in the portal. it's auto-entered for every portal row u enter...

  • Author

OK, to go a bit further... that solution works, but there are more fields in contacts that need to be filled out that don't show up in the portal. If I create a new contact through the portal, I still need to go to the contact layout and add the rest of the information. Does that make sense?

thanks for the portal hint! at least I can sleep knowing that part works! wink.gif

To script it:

- start the script in the company file and store the the company# in a global (or give it to the script as a script parameter in 7)

- from that script run a script in the contacts file that

- creates a new record

- sets the company# field to the content of the global or the script parameter

- show the contacts file layout where the user can input more data

HTH

Wim

another option:

u can add a small button at the end of portal row, that opens a new window which shows that contact's detail information in the contact layout.

use script step, go to related records, show related record only, in new window. then use a little script to adjust the window to the right size and position...

i normally write a generic script that will adjust window size and put it in the middle of the screen so u can use it anywhere when u open a new window.

what the above will look like is that as u are in the company layout, seeing a portal listing contacts, and at the end of each portal row there is an icon button. clicking the icon button opens a new window showing that contact's detail information in the contact layout. the user can then close the window anytime and return to the company layout...

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