How do I Grab Info from another template??

[dlindo]

I am sure some of you have done this because it seems to be simple, i just don't know how to do it.

I have a Contacts Managing template (for customers and their info) and a Purchase Orders Template. I would like to fill in the customer's info on the contacts management template and then somehow be able to select or click a button here and appear there type stuff to get the customer's info on the Purchase Order template.

For example...

On the Contacts Management template i have John Doe's address, company name and tel #s and I when I make a purchase order for him i would like that info to somehow get there. lol

I am VERY confused with all of this stuff. Can anyone help? thank you all for your time!

[aldipalo]

Take this file apart and you'll see how to set up relationships so you can accomplish this.

If you have any questions let us know.

HTH

Al

TEST.zip

[dlindo]

Yes! That's it...and if I could create a NEW order and click on the ones on file to see what they are (which I THINK i can handle...haha)

BUT...when I create the new file how would it make a new record under a different file (purchase orders file) is that possible?

[aldipalo]

Take a look at the "Quotes" layout in this file. You'll see a button for "Create New Job," Look at the script and see if this sends you in the right direction.

Al

Sales_Rep.zip

[dlindo]

How do I see the script?? I have clicked everywhere i think i should but i end up seeing a a blank script window as if I was to enter a new one. It looks like it's what i want tho!

[dlindo]

I don't think it works right

[dlindo]

I can open the file and it looks right but i cant close it afterwards. I end up force quitting the program. Im sure it has something to do with the script

:B

[RT]

Hello dindo look at this thread,

http://fmforums.com/forum/showtopic.php?tid/182086/post/229718/hl//

and look at the example mr vodka made for me, his second from last post, very simple to understand