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Mitesh

How to pass values between 2 layouts?

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Hi

I have got a layout which caputers Company Information.

Now what i want to do is whenever a New Company record is created then enable the button "Add New Contacts". If the Add contact button is enabled and clicked it will open the layout to add new Contact Information.

My Questions Are:


  • How can i enable a button when a record is saved?

    How do i pass the new Company Id and Company Name that was created on Company Layout to Contact Layout so that i can save Company Id in Contact Table?

    Once a Contact record is created then i want to show that record in Company Layout.

I guess this could be done by scripting and would really appreciate any help?

Regards

Mitesh

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There are several ways this can be accomplished:

You can set a script to go to the contact record and create a new contact. You can use your relationship to automatically fill in the data and use a value list to chose the company. You can place a portal on your company layout and add the contacts directly.

See attached file for an example of all three.

HTH

Isn't this the same or similar question as you asked before? I added the scripting and button as well.

Client_Contacts_DB.zip

Edited by Guest

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thank you very much for you prompt and spot on reply.

I gues i am going to need alots of your help on this project.

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