Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5337 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I have an estimating database with line items. I have created a record which is an estimate template. This template record contains a group of line items i wish to be able to optionally 'import' into any new estimate.

I tried to set up an import script then realised i cant import from the same table.

So i am trying to duplicate the template records and then copy the new EstimateID into the EstID field to link them to the new record.

I have created a script which goes as follows:

go to Layout [Estimating]

Go to field

Copy

Enter Find Mode

Paste

Posted (edited)

My method: (Works on the found set in the current layout)

Set Variable (your new ID)

Go to Record/Request/Page

[ First ]

Loop

Duplicate Record/Request

SetField (Variable (Your new ID)

Omit Record

Go to Record/Request/Page

[ First ]

Omit Record

Exit Loop If [ Get ( FoundCount ) = 0 ]

End Loop

Not sure why your opening new windows all can be done in the current window with a go to original layout at the end if you do a GTRR to find the working set of records.

Edited by Guest

This topic is 5337 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.