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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi everyone,

I am pretty much familiar with FM. I have been using a home-grown solution that started in 2 [?] and has grown over the years and has served me very well. Now, I want to automate some of the tedium, and need some help.

The relevant tables are proposal, invoice, and tasks [a simple flat list with the usual taks-list fields].

My invoice is attached, in layout form, and the relevant area is highlighted. What I want is:

I want all tasks for the project to appear in the portal. I want to scroll the portal, and assign the curent invoice number to tasks as appropriate. Then, I want the resulting list to be sorted by date completed.

It sounds easy but I cannot get beyond the point I show.

Help!

Michael

[ps: you can see that I have a similar situation with my reimbursables, also on the same invoice layout, but I figure the same solution will apply to both].

invoice_layout.jpg

This topic is 6845 days old. Please don't post here. Open a new topic instead.

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