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Claris Engage 2025 - March 25-26 Austin Texas ×

Moving data from portal to new table


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Posted

I have a portal in one table showing address information. I would like to click on the record in the portal and then click on a button that would be scripted to take that information and put it into the correct field of a current record in another table.

Can anyone help me with this? I am not sure what that script would look like.

Posted

It could be as easy as this (in pseudo code):(

Save the contents of each field in the portal to a script variable.

Go to the other table.

Put the contents of each variable into the fields of the current record.

A hint for implementation: have the button that runs this script *in the portal row itself* not outside the portal. If the button is outside the portal, the moment it's clicked the focus is moved from the portal to the button, and there is no way to know which portal row was previously selected.

Posted

Putting the button in the portal works very well, but I'm not sure I've figured out how to save the field information as a script variable. I can manage pasting the entire record, just not one field.

Thank you for your explanation. I really appreciate your advice.

This topic is 6339 days old. Please don't post here. Open a new topic instead.

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