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Not going to correct record

Featured Replies

I have a customer table and a bookings table linked on Cust ID

I have a portal on the customer table that show bookings for that customer. If I click the booking number - using to go related record - I go to a booking for for that customer but not the correct booking as clicked, I just get a record set of all the booking for that customer

Any ideas?

If I understand you correctly, you want to be able to go to an individual booking record related to the selected booking from the portal list you place on your customers layout.

Assuming this, here is an approach:

1. create a field in your customer table called "bookingID_temp" and make it a global number field.

2. create a relationship from that field in the customer table to the bookingID field in the bookings table. (I am assuming you have a bookingID field that is automatically serialized and unique)

3. create a script with two steps.

a/ Set Field - set the "bookingID_temp" field with bookingID number from the portal.

b/ Go to Related Record - go to the related booking record (based on that new relationship) and make sure that you go to a layout that is based on the bookings table. Also click the checkbox tell it to match only the current record an not all the records in the found set.

4. place a button in the bookings portal row on your original customer layout and assign the new script to it.

When you click the button, the script will assign that bookingID to the tempglobal field and then go to the related booking record on a the booking layout you specified.

  • Author

If I add another relationship the bookings disappear from the portal on my customer form.

I have Cust_ID_pk in my main form and Cust_ID_fk linked in the bookings table.

  • Author

Thanks. I'll looking into this later.

  • Newbies

Hi,

I would like to know how you made those "view" buttons. That is exactly what I need and haven't been able to figure out how to do.

Thanks.

Welcome, Cora. Select a button and choose Format>Button Setup. You'll see I'm using gtrr from Parent to Child.

  • 3 weeks later...
  • Newbies

I don't seem to be able to access any information about formats. Every time I try, I get a message that says I do not have access to that information (or some such). Maybe I am not doing it right...

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