I have a question about creating new portal records. I have a button set-up to run a script that will create a new portal record based on the number of attempts we have made to contact someone.

If Number Attempts = 1 then a portal record is created that will enter in a date 3 days from now, with the person who is assigned to call, and it prompts you to enter in notes. The main database is linked to the contact database by lead number.

I have the following script set-up:

If [Customer Log::Rehash Number Attempts=1]

Go to Layout ["Follow Up Notes" (Contact Database)]

New Record/Request

Insert Text [select; Contact Database::Follow Up Caller; "Amy"]

Set Field [Contact Database::Lead Number; $Lead Number]

Insert Text [select; Contact Database::Follow Up Type; "Rehash"]

Insert Calculated Result [select; Contact Database::Follow Up Date of Contact; Get (CurrentDate)+1]

Show Custom Dialog [Contact Database::Follow Up Conversation Notes]

Commit Records/Requests [skip data entry validation, No dialog]

Go to layout ["Script - Rehash NMC" (Customer Log)]

End If

Then this is replicated for each set of time periods we establish for follow-up calls (Rehash attepmts = 2, 3, 4, >5).

When I click the button to run the script it will create the portal records twice, but after that the portal records are being overridden, so that there are only ever 2 records existing for any given lead. The old follow-up dates disappear and are replaced with the new ones. What am I doing wrong?

The script above will only make a new record when Rehash Attempts=1. Therefore I assume you have some other mechanism for attempts 2, 3, etc. Separate script for each or what? Without seeing these other scripts or script steps, I can only guess that the one that fails is missing the New Record step.

I have all of the script steps for Rehash Attempts = 2, 3, ... in one script (same thing as listed above, I just change Rehash Attempts = 1 to whatever number of attempts it is). I was trying to figure this out yesterday and I have it working on all of the records, but I have 6 portal rows available to view and only 2 of them are ever filled. So, 1 and 2 will work. Then 3 will work, but it will override the date from row 1. :

Edit: I guess my problem now is that when I go to the other layout (which is from a different table), I cannot get the lead number to populate. How do I get the same lead number from the Main Table to populate into the lead number from the secondary table? Sorry, it seems like this should be so simple (I am sure it probably is!)

EDIT: Nevermind - I figured it out!

Edited April 25, 200817 yr by Guest