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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am trying to figure out how to transfer data from one portal, to a different one.

its for a todo list i have as a portal, when its completed they click the delete button, and i want it to transfer that data to a journal.

on the todo list i have date, contact, info, and notes.

i thought i had a solution, which was when you click the delete button, it performs a series of copy and pastes into the journals notes section.

but i soon found out that it failed because it wouldnt take all the data from the correct row in the portal..

anyhelp would be appreciated!

Posted

Using copy/paste is not Good Practice, not only because you blow away the user's clipboard, but as you found, you lose your portal focus.

An easy alternative is to first grab each item of the portal row using Set Variable, then go to your new journal record and use Set Field.

Set Variable[$date; portal::date]

Set Variable[$contact; portal::contact]

etc.

Go to layout[journal]

New Record

Set Field [date ; $date]

etc.

This topic is 6106 days old. Please don't post here. Open a new topic instead.

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