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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a job record file that I need to create invoices for. I also have separate file for invoicing. I want to click a button in the job file and create a new record in the invoice file. Do I do this a a script?

Posted

Short Answer..Yes. If you want a button to do something it has to be attached to a script or at least a script step.

~Genx

  • 2 weeks later...
Posted

OK, to be more specific, what is the script (or general example of script) that I need to write, so that when i press a button (to invoice) in one file, a new record is created in another file ie the next invoice record? I think I'm OK with the data being pulled through, it's just the actual method of moving to the invoice file and creating the record automatically that I'm struggling with

Thanks

Posted

The script steps

Freeze screen

Go to layout (any layout in the invoice file

New record/request)

Go to layout (original)

would allow a new record in the invoice file to be created eithout the user seeing anything happening on their screen

Phil

Posted

ah, but what is the command for my first click because at that point I am still in the other file. Eg I am in a job file, I click 'invoice' and then I need to create the new record in the invoice file

thanks

  • 3 weeks later...
Posted

The script steps

Freeze screen

Go to layout (any layout in the invoice file

New record/request)

Go to layout (original)

would allow a new record in the invoice file to be created eithout the user seeing anything happening on their screen

Phil

What hes suggesting is creating a layout in your main file.

go to >layout>Layout Setup on the menu, change the layout to show records from the invoice table, rename invoice table or similar

Then have a button in your main table that does this

Freeze Window

Goto Invoice Table

Create new Record (even though you are in the original file will create a new record in the external file because the layout you are in is attched to that file.)

Goto Main Layout

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