Jaser247 Posted March 16, 2006 Posted March 16, 2006 Hello all, I am a bit new to FM Pro 8.I am using the Contact Management template. I also am using the Issue tracking one. I've created a relationship between then and would like to do this. I would like to have a button on the Conatact DB that when pressed it would open up the Issues Tracking one, and create a new entry to put notes in it for the client. An example being, I do a search in my Client DB for Jaser, I hit the button to open up the issues tracking so i can put an entry into it for Jaser. Hope this is simple, Thanks, Jaser
Fitch Posted April 19, 2006 Posted April 19, 2006 Make a script in the IT file that goes to the appropriate layout, creates a new record and sets the contact ID field. Then make a script in the CM file that uses the Perform Script step to call that script in IT. I would use a global field to pass the contact ID from one file to another. Alternatively, you could just make a portal in your CM file that lets you create new IT records without having to leave the layout or run a script. Just make sure the "allow creation" checkbox is checked for the relationship from CM to IT.
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