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Claris Engage 2025 - March 25-26 Austin Texas ×

moving data from one portal to another.


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Posted

I'm developing a system, have 2 portals on a screen, and need to copy data from one portal to another (Purchase order request Line items (POR) to Invoice Line items). I have a global field to input all the POR portal data into which I then parse into the proper fields for the Invoice line items. The first row goes across properly. I then "Go to field" in the POR portal and try to set the proper portal row by a calculation, but the Invoice Line item portal remains active, and the set field calculation for the global parser reads the first line of the POR portal.

Any ideas are GREATLY appreciated.

Systm info: Mac OS X.3.5

FMP 7.0v3

Posted

In a script you could first find all purchase order line item records pertaining to the purchase order number, then loop over those records, creating a new invoice line item record for each (after going to the invoice line item layout). Use Set Field to set each field of the invoice line item record to the corresponding field in the purchase order line item record. I think this is simpler than attempting a direct copy from one portal to another.

Posted

Going to related PO records and importing the result set into Invoice Line Items might be easier.

Posted

I can't see any reason to have a Purchase Order being set to an Invoice, unless we're speaking of Customer Orders.

If so, and if the Customer Order Line Items can be pushed to the Invoice Line Items this way, then one of the 2 is not necessary, unless again some orders could be splitted in separated invoices.

My 2 cents

This topic is 7318 days old. Please don't post here. Open a new topic instead.

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