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Claris Engage 2025 - March 25-26 Austin Texas ×

Beginrer confusion - Portal printing


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Posted

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...
Posted

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.

This topic is 6884 days old. Please don't post here. Open a new topic instead.

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