Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 7225 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

What I would like to do is create a script attached to a button which copies data from a portal into the current layout. Here is what I am trying to do. I have created a multi key for business names. The portal shows the matching names. If the name I am looking for is in the portal I would like to press a button and have the information inserted into the respective fields on the current invoice. I would also like for it to work in reverse. If there is no match then I would type the information on the invoice press a button and it would be inserted into the related file.

Scripting is new to me and I am getting in a little over my head. I would still like to try and get this work.

Thanks for any help.

Posted

The Set Field script step is used to move data around.

Propable the best way to do this is make a script that does something like this:

Set Field [ localfield1, relateionahip::field1 ]

Set Field [ localfield2, relateionahip::field2 ]

Set Field [ localfield3, relateionahip::field3 ]

... etc...

Make a button to run this script, and put the botton inside the portal so there will be one button on each row. Clicking on the button will put that related records's data into the master record.

This topic is 7225 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.