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Claris Engage 2025 - March 25-26 Austin Texas ×

copy / paste or use variables?


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Posted

I'm stuck here... I have a portal of quotes and need to copy / paste the quote number into another table that holds the lines.

I can get it (via script) to go to the quote number field, then go into quote lines table and create a new line and paste the quote number. That way they show up in the portal (linked via relationship).

I've read in here that using the clipboard isn't a good practice so I've been trying to change my ways and implement the variables...

How do I paste a variable into a new record? Easy question right?

TIA!

G$

Posted

If you have a relationship between "Lines" table" and "Quotes" table then you should not have a problem displaying that data without any scripts or Copy/Paste functions.

Set relationship

Quotes table::QuoteID = Lines table::fk_QuoteID

That is assuming Quote as Parent table and Lines as Child table.

Set your layout set up to Quotes as the main table and the portal to Lines table.

I believe this should solve your problem.

hth

Posted

Allow me to clarify:

I have a relationship: quotes and quote_lines. quote_lines is in the portal of quotes. They link via quote_number.

To get them to show up, each record of quote_lines must have the quote_number in it's record. Hence why I need to copy it from quote and paste it into quote_line's record.

I can set variable and open quote_lines, but can't get the variable ($Quote_number) to paste into the field.

Posted

To get them to show up, each record of quote_lines must have the quote_number in it's record.

This operation is automatically done by FileMaker, if you set the relationship to allow the creation of new records.

Posted

Nice! Solves that problem... but it doesn't help in another area...

If I were to make an icon to "go to that line". It would grab an id and switch over to Quote_lines and find it. How would I accomplish that?

This topic is 6249 days old. Please don't post here. Open a new topic instead.

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