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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a one to many relationship between "main_page" and "Policy_page" (There can be many policies per Main_Page). I have made a script the uses XML to export to word for printing contracts.

The problem I am having is when there is many policies under my main page it exports all of them to the contract (I end up with the same number of contracts as policies).

I have tried using the Omited script and then show omited but it shows all of the policies in the whole database (17,000 or so).

I have broken down where I think I am going wrong -- I have tested the Omited script by it self on the policy I wish to print and yes it does get omited (does not appear). But when I try to show all omited then everything in the database appears (17,000 entries)

ie:

Omit Record

Show all Omited

Export Script

Does any know what I am doing wrong?

Posted

If you already have a found set and then omit a record from your found set, then you show the omitted only, it will give everthing NOT in four found set. So if you have 1 record in your found set, then omit that record, and show omitted only, it will give you the entire record set.

Posted

Not sure I get you --- On the main page I have a portal that shows policies (This is the one to many relationship). If I click one of the rows in the portal (show related record) it open that policy in the policy_page. But if you look over on the gray bar it will show you the full number of found policies related to the main page.

My question is if I only want the 2nd record (or the record I am on) to exort how do I do that with Omit and show omited.

When I do this:

Omit record

Show Omited

Export

It exports all in my found set.

Thank you again

Posted (edited)

How are you getting to the portal record's form layout? That gtrr step should isolate that child record. There should not be a need for Find/Omit.

---20 mins later

My apologies. I just tested and a gtrr from a portal row does not isolate that record.

So, by setting a global in the parent to the portal ID, you can gtrr using a relationship based on that global to isolate the portal row.

See attached demo.

NavToChild.zip

Edited by Guest
Posted

Funny that is what I thought -- but it is showing all policies under the main_page. (If I have 3 policies under the main and I click on the first policy it gives me the ability to flip though all the policies relating to that main_page.)

portal setup on main_page:

Script: Go to Related Record

get related records from: Policies

Show record using layout: Policies

Show only related records

match current record only

Thank you

Posted

If you don't want to add another relationship to your graph, you could script it like this:

Set Variable( $id ; policyID )

Go to layout( Policies )

Enter Find Mode

Set Field( policyID ; $id )

Perform Find

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