Jump to content

Script for new record on other DB


Jaser247
 Share

This topic is 5705 days old. Please don't post here. Open a new topic instead.

Recommended Posts

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

Link to comment
Share on other sites

  • 1 month later...

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.

Link to comment
Share on other sites

This topic is 5705 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.