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Go to and find in unrelated table with portal

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I am very new to scripting and would appreciate input to help me do the following:

What I want to do is create a button with a script that copies a value from one field in the current record in Table 1 and performs a find in Table 2 on a field in a portal to a separate table occurrence of Table 1 (and then returns the found set of records for which the field value in the portal matches the value from the original record in Table 1).

Start by adding a global field of the type you want to usin the find. While in table 1 set the value of the global to the field. Go to table 2, enter find mode, set the value of the field in the portal to the global, perform the find. This will give the records in table that have the value in the portal. Is this what you want?

  • Author

It sounds like it. I will try it. Thank you.

Deborah

  • Author

Thank you. This worked great. I even added on a bit from the Help File that takes me back to the original layout with one click if no records match.

Deborah

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