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button in portal row and find request

Featured Replies

Hiya, I am stuck. I am trying to get a button in a portal row to take me to the assiciated record. I have attached screenshots if this helps.

I am trying to get whichever record I select via the green "+" button ("screenshot 01") to take me to the "Data Entry" tab - "screenshot 02" and show me that record.

The unique value in the recored is "Invoice Number".

I have tried building a script. Here are the steps...

goto the portal

goto field "Invoice Number"

copy

enter find mode

goto "Invoice Number" on the Data Entry tab

paste

enter browse mode.

It will probably come as no suprise to you all but it does not work!!!

How do I do this please?

Also, if I can push my luck, when I do a find request on the Data Entry Tab, the found set is not reflected in the Portal? It says that x of x records are found and only that quantity show in the Data Entry Tab, but all of the records appear in the portal. Is there something I am doing wrong here?

screenshot_01.jpg

screenshot_02.jpg

Welcome to the forums.

You need to use Go to Related Record script step. On the button targeting the same relationship as the portal then identify the layout you wish to target. If you wish to go to the specific tab, then you need to use the Go to Object script step, after you named your tab object in the layout.

Go to Related Record [From table: "MyRelatedTable"; Using layout: “MyDetailLayout”]

Go to Object [Object Name: "YourTabObject"]

Edited by Guest

  • 1 month later...
  • Author

Thank you for the solution, and please accept my apology for not responding sooner. I couldn't find the post until now. :)

The first option is exactly what I was after

  • Newbies

Wayne,

I'm a newbie as well, and I read your post and recent response.

I noticed you are using copy and paste for performing finds. I did too when I started my database. It might save you some trouble in the future if you stop using the clipboard for this. Instead try using the "Set Variable" and "Set Field" functions.

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