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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

In my database I have a basic contact mangement in one table and an invoice in a related table. Currently I go to the invoice form and select my customers name from a drop down menu. How do I right a script that will copy the information from a field in the contact management, open a new Invoice and insert that information in the appropriate field? Any help would be appreciated.

Russ Douglass

Posted

Russ,

There are a few different ways to skin-this-cat so be aware that this is not necessarily the best method but may be the easiest to explain.

I'm going to assume that both tables are in the same file.

Create a script called something like "New Invc From Contact". Have it do something like this:

Go To Layout (your invoice layout)

New record

Set Field [ContactID; Get (ScriptParameter)]

Now create a button on your contacts layout. Bind it to the script above. In the Optional Script Parameter box enter your ContactID field.

Now when you push the button your ContactID will be passed to the new invoice via a script parameter.

Please be aware that I'm going from memory here. I may have the syntax of things wrong and forgotten a step or two but this is the general idea.

This topic is 6882 days old. Please don't post here. Open a new topic instead.

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