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Claris Engage 2025 - March 25-26 Austin Texas ×

Print All Portal Records related to a Job ID?


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Posted

Hello,

I'm trying create a script that will let me print all Work Orders that are related to a single Job ID, but I just can't seem to wrap my head around it. Right now we have have to click a button in the portal line to go to an individual Work Order. From there we can print just that current Work Order. Any ideas or scripts to do this?

Posted

You can use Go to Related Record to display all the related work orders to that JobID. Then you can print that found set.

Posted

Thank you for the reply. I tried that but now I'm encountering the issue that it will print the Work Order entry layout and not the specific layout built for the printed version of that data. When I add the extra line in the script for it to go to that printed form layout, it seems to lose the related record info and wants to print the entire database and not just the records related to that jod ID. I can't figure out what I'm missing.

Posted

What table does your print layout reflect?

Posted

Yikes...I'm a newbie and this is one complicated database that we bought a few years back and customized.

I believe the print layout is in the same table as the data for the Work Order entry screen.

I've been trying to figure out the "layout name by calculation" in the "Go to related record options" but no luck so far and I'm not sure if this has anything to do with it.

Posted

If you go to the layout in Layout Mode and then go to Layouts Menu --> Layout Setup, it will tell you where the records are showing from.

Posted

Thanks for the tip, I didn't realise I could see it that way. So, my Layout for people to enter the info for a work order is called "Work Order Entry" and it shows records from "WorkOrder(workOrder_ID.job_ID)" while the printed version of that same info is called "Print Work Orders vs. 3" and it shows records from "WorkOrderSeq(workOrderSequence_ID)".

Is there a script step that could take the Related Records info and tell it to print just those found items in a specific layout?

This topic is 6456 days old. Please don't post here. Open a new topic instead.

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