Newbie here. I have a self join relationship for Tasks. I have a layout that shows a portal of a few fields for all the tasks. I want to be able to select one of the portal rows and open it in a new layout to show all of the details for that task.

How would i script this with an "open selected task" button on the main task layout? Thanks for any guidance.

Presuming that the layout that shows the portal is the main task layout to which you refer all you need to do is out a button on the first portal row and attach a 'Go to related record' step.

This button will appear on each row and will take you to the task on that row.You are given an option for which layout you wish to use to display your chosen task

HTH

Phil

yeah i thought of that. but in order to remain consistant with how the rest of the db looks i was hoping to have just one button on the main layout, outside of the portal

if that is not possible i can use this option.

It's possible, but if no portal row is selected before the button is clicked, you will end up in the first related record. So the script needs to check:

If [ Get ( PortalRowNumber ) ]

Go to Related Record []

Kind of weird interface from the user's point of view, though - having to select the row AND click a button outside.

thanks comment. that is the way they want it designed. ideally they would like to be able to double click the portal row and have it open that way.

this works great though, thanks!

Then, why not have one button, covering the row, that sends them to the details layout?

Heck, they wouldn't even have to double click: a single click would do it! :)