Jaser247 Posted March 16, 2006 Share 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 Link to comment Share on other sites More sharing options...
Fitch Posted April 19, 2006 Share 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. Link to comment Share on other sites More sharing options...
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