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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

contacts.db and orders.db have a relationship with the field contact as the key.

HOw can i create a script/button in contacts.db that will take the current record details from conatcts.db , create a new record in orders.db and leave me with that db in the foreground with the related info?

Posted

Always use a unique ContactID field (usually a serial number) in relationships ...

For your question:

You should already have a relationship linking ContactID in Orders to ContactID in Contacts, so that all the contact's details are filled in automatically, using a lookup

Create an All-to-All relationship (joining two calc fields = 1 on both sides) between Contacts and Orders

Create a gID global text field in Orders

Scripts:

Set field (All::gID, ContactID)

Perform script in Orders (see below):

New Record

Set field (ContactID, gID)

Go to Layout (a layout with the info you want)

Posted

can you tell me more in laymen terms on this bit:

using a lookup Create an All-to-All relationship

how is this done?

(joining two calc fields = 1 on both sides) between Contacts and Orders Create a gID global text field in Orders Scripts: Set field (All::gID, ContactID) Perform script in Orders (see below): New Record Set field (ContactID, gID)

need a guided step on this!!

Go to Layout (a layout with the info you want) "

Maybe I'll run through my issue again:

I have 2 dbs; contacts.db and orders.db they have a relationship defined on the main contact field. The contact field in the orders.db is a value list defined from the contact field in contacts.db with other related data looked up. What I want to achieve is when a user has found the contact they want in contacts.db, have a button there that when clicked opens the orders.db, creates a new record with the contact field and other related data autofilled. How would I achieve this?

Cheers

This topic is 8224 days old. Please don't post here. Open a new topic instead.

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