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Featured Replies

  • Newbies

I have a button that, when clicked, it finds a record based on the contents of the "names" field. If that record exists, it goes to that record and the script ends there. If that record does not exist, I would like it to then create a new record. I would like this all to be done with the one click of the button. I am an extreme novice and any help would be greatly appreciated.

Thank you!

You can try this:

Enter Find Mode [pause ]

Set Variable [ $name; Value:table::clientName ]

Set Error Capture [ On ]

Perform Find [ ]

If [ not Get ( FoundCount ) ]

New Record/Request

Set Field [ table::clientName; $name ]

End If

This allows the User to perform a regular find on the name, stores that request into a variable, performs the find and, if it can't find that name, creates a new record. I would suggest asking the User to verify if they want a new record. I would also caution that if something is misspelled, you can get same customer added twice.

It might work better to include something truly unique about them, such as phone number.

  • Author
  • Newbies

I'll give it a try. Thanks.

You can try this:

Enter Find Mode [pause ]

Set Variable [ $name; Value:table::clientName ]

Set Error Capture [ On ]

Perform Find [ ]

If [ not Get ( FoundCount ) ]

New Record/Request

Set Field [ table::clientName; $name ]

End If

This allows the User to perform a regular find on the name, stores that request into a variable, performs the find and, if it can't find that name, creates a new record. I would suggest asking the User to verify if they want a new record. I would also caution that if something is misspelled, you can get same customer added twice.

It might work better to include something truly unique about them, such as phone number.

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