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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

In my Company table/layout I want to have a button for "create new project" that takes you to the Projects table/layout, creates a new record and copies the corresponding fields over. So far I came up with this:

Copy Record/Request

Go to Layout [ "project summary" (projects) ]

New Record/Request

Set Field [ projects::company_name ]

Paste [ ]

Exit Script

Hmmm it copys ALL the data into the one field - DOH! help me....thankssomuch

Posted

If you want the individual data into individual fields you need individual copy/pastes or set fields. The difficulty here is moving large amounts of data from one layout to another. Why not look at your database design. Do you really need to copy all of these fields over or should you let the company name... reside in a company directory table with a CompanyID. Then setting at CompanyID in the Project table will tell you which company this project relates to. With a simple relationship you can have all the data visible in the project layout without having all this copy/paste or set fields. But better yet if you change the company name in projects layout, company directory will be updated as well.

This topic is 7297 days old. Please don't post here. Open a new topic instead.

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