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moving data from a portal to the current layout

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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.

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.

  • Author

Thanks!

That worked exactly as I wanted.

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