Hello, I love the way the filemaker template (task Management) inserts new(or old) customers into a customer portal. You click on assign new contact in the task tab and it pops up a list of customers and you either add a new customer or pick from a list of current customers and then it copies it into the portal. (I have attached an image for reference). Yet, I do not know how to replicate it into my own solution, I basically need to know the script to get the button to popup a list view of customers and be able to select a record to use in the portal? Any help would be appreciated. Thanks

Go to layout mode and double-click the button. Make a note of what script it runs. Now go to Scripts > ScriptMaker and double-click that script. Now you have the first part of your answer.

Now find the script step that goes to the customer list. Make a note of the layout name. Go back to the database window and select that layout from the layout list. Double-click the button to see the script, etc. as in the steps above.

You can import the scripts into your file, but you'll need to fix the layout names etc.