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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello, I have a list view layout with all my customers and I want to be able to press a button that will copy some fields from a selected record to my invoice table. I have posted a picture of what I'm trying to do. Any help would be appreciated. Thanks - Jeff

Slide1.jpg

Posted

Assuming (Oh how I hate to do that) your invoice table(s) are related to your list table you just need to set a button with a go to related record.

If your relationships are set correctly the data will be there. If the invoice does not exist then you need to create a new record using your key field that you set in your relationship.

If you need more explanation let us know.

HTH

This topic is 6005 days old. Please don't post here. Open a new topic instead.

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