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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

What is the best way to grab all the related records for one record and move that data into a text field so I can parse the data and formate it?

I already have a script that sends an email of my invoices as a text email. I do this by pulling up the invoice record. Then a GTRR step (for line items) and moving to a special layout that shows only the fields I need in a list. I then use the copy all records script step. Then move to another layout that has a global text field and paste the data into it. Now I am able to parse the line items data and formate it. Then I use another global text field to create the text email invoice. Then send this to the email program.

What I want to change in this the copy all records step for the line items. This step overwrites all data on the clipboard. This is bad if a user has something already in the clipboard.

Does anyone know of a better way to do this?

Posted

You could create a related value list and then use the ValuelistItems function pull up all the data from the related records. Using the ValuelistItems function in a calculated field or in a Set Field script step avoids the use of the clipboard.

This topic is 7155 days old. Please don't post here. Open a new topic instead.

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