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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

we have a hub table that all of the list go into and then get worked by the first line of telesales. Once a record is qualified we then want it to be in the sales table... we have come up with a few ways of doing this and need advice as to which road is best.

1.we have a script that goes to a clipboard layout and goes down the line of 32 fields and copy and paste's the info to the new record in the sales table... we are concerned that this will bug out when two or even three use the script at one time and the OS's clipboard will be copying and pasting the wrong data all over the place. does filemaker que scripts or run them simultaneously?

2. A simple copy and paste of the record number(related field) and have the sales layout field point to the hub- problem is that the telesales people may then have access to mess up the hub info once the sales process has been started via their layout. we could just have a calc field restricting access to the records once they send them off but on some occasions the telesales team has to go back for follow ups

3. Lookup values in the sales table.. wondering if that will slow the processes of the solution and if so how much. also if a lookup value field is a live view or if it copies once a is then permanent

the qualified records that go to sales need to be there immediately... a server side script every night (export and import) will no be ok

any and all help will be appreciated on this issue as you see its a big one for us

Posted

Why use the clipboard at all. Put the values into variables and then use set field.

Number 2 sounds like a process issue. Perhaps a super user can "unlock" the record for additional editing?

A lookup copies the data into the target field. It can get updated when the referenced key field is entered or updated.

Posted

4. Define a relationship between the source and target tables, matching on SourceID, allowing creation of records on the Target side. Then your script can be simply:

Set Field [ Target::Name ; Source::Name ]

Set Field [ Target::Address ; Source::Address ]

...

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