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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need a script that after it's triggered it will pop a message up that tells specific information about a customer.

 

Example.  I have a customer named Martin Sprockets.  When we ship parts we need to send an invoice to a third party for billing.  This step gets missed frequently if our shipping manger forgets.  I would like my system after making a shipper pop up and state that information so my manager will no longer forget. 

 

So basically I need whenever certain customers name are chosen for shipping if there is a note in the customer note area this will pop up and state that note after a script such as print has been triggered.

Posted

I suggest that you create a flag field in Customers, flag_ShippingAlert (or whatever name describes your goal) and set it to a checkbox field with a value list of 1. Then, in the script that "ships the parts" you can script:

 

If Customers::flag_ShippingAlert =1, 

 //do this, perhaps Show Custom Dialog

end if

This topic is 4195 days old. Please don't post here. Open a new topic instead.

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