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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Can someone help with the following please?

I want to copy a postal address (5 fields) contents from one layout, "Contacts" to another layout "Projects" address(5 fields)in .

Thanks

Greg

Posted

Hi Phil

No, I have a seperate tables for projects and contacts layouts but they are in the same file.

Yes winters has arrived!

Greg

Posted

It's not clear to me if these are different fields.

Could you post the names of the field(s).

Lee

Posted

I am going to have a stab at this cos I am leaving the office now. I don't know whether 8 supports variables so I am going with globals.

Greg you can transfer data between tables by using globals so try the following

Create 5 global fields

On your contacts layout place a button and attach a script that does the following

Setfield(Global1;contactfield1)

Setfield(Global2;contactfield2)

Setfield(Global3;contactfield3)

Setfield(Global4;contactfield4)

Setfield(Global5;contactfield5)

Go to layout Projects

(navigate to the record in projects that you want to set the value of or perhaps create a new record)

Setfield(Projects1;GlobalField1)

Setfield(Projects2;GlobalField2)

Setfield(Projects3;GlobalField3)

Setfield(Projects4;GlobalField4)

Setfield(Projects5;GlobalField5)

Thats it Greg - Easy peasy. You move it all into the globals, move across to where you want it and then tip it all out again - bit like a bucket really. If 8 supports script variables then you can use those instead of the global fields

HTH

Phil

gone home now!

Posted (edited)

or, if the records are related though a Customer ID, you can use just the Set Field like this.

Set Field [ Projects::Name; Contacts::Name ]

Set Field [ Projects::StreetAdd; Contacts::StreetAdd ]

Set Field [ Projects::City; Contacts::City ]

Set Field [ Projects::State; Contacts::State ]

Set Field [ Projects::Zip; Contacts::Zip ]

HTH

Lee

Edited by Guest
Posted

Hello Lee

yes they are diferent fields.

e.g.

"Contacts" layout with Table "contacts" with a field "postal address 1"

and....

"Projects" layout with Table "projects" with a field "project address 1"

The scenario would be that I have one contact and the address of the construction project may be their postal or home address.

The scripted button would just automate the population of the project address in this scenario.

I hope I explained that properly?

Thanks

Greg

Posted

I modified my my post above to what I feel you are asking.

It sounds like you are creating duplication of data by doing this? Why not just create a relationship, and create the Project via the relationship?

Lee

Posted

Hello Lee

Thanks for your reply.

I tried the option with the cusomer ID relationship but it dosnt seem to work?

In reply to your last post:

Im not sure that would work because sometimes the postal address is diferent to the work and sometimes it is the same.

i.e.

our client is construction company and their office address is the postal address.

Then the project address is where installation is to take place.

I hope that is clear?

Thanks

Greg

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