Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Beginrer confusion - Portal printing

Featured Replies

Hi

I have a portal for a "Session Notes" table in a "Client Details" layout (based on a "Client Details" table). The portal displays multiple notes on each client record.

The "Session Notes" table is related to the "Client Details" table by a "Client ID" field.

What I want to do is print out all the session notes displayed in the portal for the current client record via a "Session Note" report. The report is launch by a button on the client layout.

I'm guessing I'll need a script with go to layout "Session Note Report" and do a find using the current client ID, but I lack the knowledge to do this.

  • 2 weeks later...

The script would do this:

- go to related records (through your clientID to notes relationship), show related records only, use layout (a new print layout based on the notes table). Possibly also use the new window feature so that the user can easily come back

- print setup

- print

Your biggest friend here is the "Go To Related Records" script step.

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Account

Navigation

Search

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.