Choosing Records and Switching Layouts

[jendres]

I'm a fairly new, but quick-learning user of FM 11.  After performing a search, I would like the user to be able to select a record from the found set to edit by simply clicking on a field of the record, which would then select that record and switch to the layout used to do the editing.  For example, searching for all people with outstanding balances, clicking on the name of a person with an outstanding balance, and being taken to the layout that allows their account to be edited.  I can get the search done, but the clicking to select a record and change layouts is causing me issues.  Any suggestions?

[eddyb2]

In Layout mode, right click the name field and choose Button Setup

 

In the list, select go to Layout, then select the layout where users go to edit the record

 

This is assuming that the list view layout and the editing layout are from the same Table

 

If they are not part of the same Table then the option you need t choose is go to Related Record, choose the relationship to use and the layout to use - this is assuming that the 2 tables are related by client.

 

Ed