I have a Project layout/table with a Project Notes portal to add notes to the project. I am trying to make a button/script that will:

1. Create a new related Note record in the portal

2. Populate a couple of fields in that related record

3. Open a new window (a detail view of the Note record)

4. Commit the record in the original file (so when I start typing in the Detail window it doesn't say "this record is already being modified...").

I think I've figured out everything but committing the record. I think it is committing the record in the popup window, not the original one. I've attached a capture of my script if anyone can help.

Thanks much,

Why don't you simply:

1. Commit the record;

2. Open a new window;

3. Go to a layout of Notes;

4. Create a new Note record;

5. Set the ProjectID field to the script parameter*;

6. Set more fields as required**.

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(*) Define the button to store the parent project ID in the script parameter.

(**) Note that you can define a field to auto-enter the account name at creation.

Thanks for the help. I knew there should be a simpler way.

Can you explain #5 "Define the button to store the parent project ID in the script parameter" is that like "set variable"?

Thanks again,

The script parameter is very much like a script variable, except it's defined outside the script itself - either in the button definition, or in a Perform Script[] step (when calling a sub-script). I did not suggest a variable, because you didn't state your version(!).

Thanks much for the help.