Carry over field content

[Leather Knight]

I need a button to perform a task. I want it to create a new record but only have the content from a single field from the previous record be populated. It must be done from a button. Any advice on the way to accomplish this?

[aldipalo]

Where is the button, on every record? If so, you need to track the previous recordID. Will your user be creating a new record from any record or just the last record entered?

Just a simple script if it is from the last record input:

Go to layout (Layoutname)

Sort Records

Go to Record/Request (Last)

Set Variable($Field; Field to be copied)

New Record/Request

Set Field(CopiedField,$Field)

The problem is if the user clicks the button on a record that is not the last record input you're getting the wrong data.

You could put in a trap:

Go to layout (Layoutname)

Set Variable($ID; RecordID

Enter Find()

Set Field(RecordID; $ID+1

Perform Find()

If(Get(Foundcount)>=1

Show Custom Dialog(You cannot create a new record from the current record displayed.)

Exit Script

EndIf

Sort Records

Go to Record/Request (Last)

Set Variable($Field; Field to be copied)

New Record/Request

Set Field(CopiedField,$Field)

I haven't tried the script so it probably needs a little tweaking. I'm also sure someone else will have a much more elegant approach, but, I think this will work for you.

[Leather Knight]

The button is used to create a new record that will end up being related by the field "Location" and the field I need filled automatically is the "case number" so if there are 5 different locations in the same case number, as you push the button you will create a new record with the case number being the same as the one you click the button from, but the other fields are blank.

I will try to tweek this script and see if it does it. I thank you fir this, I was drawing a blank..lol

[FM Tid]

If my reply seems 1) too obvious and 2) wrong, then I've simply misunderstood what you said.

There is an Auto-Enter field Option, "Value from previous record". Wouldn't that give you what you want? (In Scripts, it's under Fields - "Insert from last record").

As I say, I may have misunderstood what you asked.

[bcooney]

"...related by the field 'Location' "

say, it isn't so? I suggest using Location IDs.

"..so if there are 5 different locations in the same case number"

why aren't locations a portal off the case entry form related by CaseID?

Edited March 6, 2009 by Guest