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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have set up a simple script to add line items to an invoice.

The script is as follows:

Copy [select; invoices::order_number]

New Record/Request

Paste [select; invoices::order_number]

Commit Records/Requests[]

Refresh Window

The record information is being pulled from a related table, but does not show up until you add info ie. quantity_billed and description_billed and then you flip to a previous record and back again.

I cannot get this to refresh for anything. It would be ok if it just left the info from the previous record, but it goes blank as soon as you activate the script.

HELP!

TIA,

.sly

Posted

Is this in your line items table? What is the record data you're wanting and how is it related to the invoice table? Have you tried using Set Field instead of Copy/Paste, first setting a global with the order_number, then setting the new record's key with the global?

Posted

Yes, it's in the line items table.

The Orders and Line items tables have the order number in common. Line items shows only info for the item billed:

Order Number = 12345

Quantity = 1

Description = Hours of Time

Unit Price = $100

Total Price = $100

The Customer information such as customer name, address and phone number are being shown with fields related solely on the order number.

I tried the set field command, which I like better, but that doesn't work either.

.sly

Posted

Can you attach a stuffed sample copy of your file and indicate which layout is having the issue? I'm not certain if there is a fix for it, but something may jump out at me.

Posted

You can ignore my solution to set the segment field. Just use Refresh Window [Flush cached join results] after your Commit Records step.

This topic is 7348 days old. Please don't post here. Open a new topic instead.

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