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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I would like to have a template (FMP7) file where the user can select a record from this file to create a carbon copy as a new record in another (FMP7 working) file. Hopefully, all this would be accomplished by going to the template file and selecting the template record and returning control to the working file with the record populated with the template data ready to be saved.

How would I go about this? Can or must the template file be a separate file? No relationship exists between the working file and the template file.

TIA,

Jim

Posted

You do not have to have two different files with FM7. You can just have 2 different tables (template and working).

One method you can use is, once the user selects the template information, a script can be created to set values to a group of Global fields. A layout with the global fields can be used as an intermediary step to show the user before the user saves it to the "working" table or discard it if they make a mistake. These global fields then would populate the proper fields in a new record in your "working" table once the user clicks a button to save the data.

Posted

Importing the record into the second table/file may be more efficient and cause less hassle.

This topic is 7218 days old. Please don't post here. Open a new topic instead.

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