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Find Script based on current field value?

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I have created a quote database which auto-serializes everytime a new quote is created and then I use this serial number across records and tables to link them all together into one multi-faceted quote. Anyway. I'd like to make a script step where either(or a recommendation on both would be nice) 1) All other records are omitted from the beginning of creating a new quote or 2) A find (all records with current serial# as it's stored in a global, then omit all other records. This way I can have it sort and print for them with one button press. Does this make any sense? It does to me but I never seem to make sense to anyone. At any rate thanks in advance for any help.

1) Create a self-relationship based on serial. When a new record is created, Commit Records/Requests and Go to Related Record based on the relationship. Only the newly created record will be found.

2) Are you referring to related records for the quote? A GTRR step would work there as well, using a relationship from quote number to quote number in the other table.

  • Author

Yeah the quote has related records which span two line item tables. What's the best manner to use the GTRR in the script?

Two line item tables? Why two?

Go to Related Record [show only related; yourrelationship; using layout "yourlayout"]

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