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Claris Engage 2025 - March 25-26 Austin Texas ×

pass field data between layoutss


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Posted (edited)

How do i pass a field value in one layout to a field value in another layout?

I'm trying to pass a patient name from the contacts table over to the 'estimated costs' table.

Any help would be greatly appreciated. I'm very new at this.

thx,

bill

Edited by Guest
Posted (edited)

Set the value using a $variable or $$variable then go to the target layout and set the field to the value stored in your variable.

$patient = contact::name

goto layout estimates

set field estimate::name = $patient

Edited by Guest
Posted

Since your new at this, it very much sounds like you need to make a relation between the 2 tables first. You should have an 'id' field or 'patient_number' in both tables and create a relation. Then when entering the patient number in the estimate table - via a pop-up list or manually enter the patient number - all info is linked. This way if you later need to adapt the patient name or change an address, you would only have to do it once (that is if you have created multiple estimates for the same patient).

This topic is 6069 days old. Please don't post here. Open a new topic instead.

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