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Claris Engage 2025 - March 25-26 Austin Texas ×

script needed to isolate record that is viewed


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Posted

I am having problems with the simple find part of the script.

for example, I have a simple contact db with 20 contacts in it. when I am viewing any of the records manualy, for example record 17, i then want to press a button and the record i was viewing (could be a day old, a week old) will go to preview mode (all other records are omitted). I then create a pdf, and attach it to an email. And also paste copy in the email.

I've got the pdf part down. And got the merge field letter to be in the email via a calc field. I just can't seem to get a record that I was viewing to be the only record in the pdf.

I can search for the last name and go from there etc, I just want to make a button, so whatever record i am viewing goes to preview mode (my form letter with merge fields - layout), all other records are omitted.

any ideas? many thanks

Posted

In a single user enviorment you canuse the following script steps:

Show all

Omit

Show omitted

In a muti-user enviornement this can cause problems. So create a self relationship based on serial number = serial number. Then use Go to related record (Show).

Posted

thank you for the quick reply. what would actually be the script?

show all

Omit

Show omitted

Go to related record (Show). ?????

  • Newbies
Posted

I set up a similar script and set it to a button called "Find This". To use it you click on any field with the data you want to find, then click the button. The script copies the contents of that field, goes into find mode, pastes it back into the field, then does a find. In your case, you could just set it to copy the record ID (or anything consistantly unique to each record).

Posted

Ralph: I have not come across any multi-user issues with Show All, Omit, Show Omitted to find the current record. Could you explain what you mean?

Posted

Method 1

show all

Omit

Show omitted

That did it, worked perfectly!!! Thank you!!! So simple, I'm embarrased for asking. =)

Posted

If another user creates a record in between the time that it takes the Omit and Show Omitted Only steps to run, you could end up with two or more records found after the Show Omitted step. This is why the GTRR is more reliable in a mult-user environment.

Posted

Thanks Queue. I'm going to have to think about this one.

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