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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Is there anyway of using a find request to find related records using a current field value? EG. A client can have many products. when on the products layout, I want a button to be clicked to view all the products related to that client only. How can this be accomplished? If I need to use a gloabl field, can you give an explanation as to how because I am a little confused on how to use gloabl fields.

Thanks in advance.

Posted

A self-join relationship of the Products table where Products::ID_Client = ProductsSelfJoin::ID_Client and a portal showing the needed fields from the ProductsSelfJoin TO.

Start from the first TO and define what you want to find in the second TO.... You want to find all Product records that match the current Products field ID_Client. So a self join and portal can be used to show only related records... ie only show records where the ID_Client field equals the current ID_Client.

Posted

I am looking too avoid using a portal here, I just want the found set to be displaye din the current layout, would the process be the same?

Posted

The Button should Perform Script and use the ID_Client as the Script Parameter.

My find Script =

Enter Find Mode

Set Field [iD_Client;Get(ScriptParameter)]

Perform Find

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