5 Replies Latest reply on Jan 1, 2010 2:32 PM by cheathamtech

    Keeping info while changing layouts...

    cheathamtech

      Title

      Keeping info while changing layouts...

      Post

      If in layout one I enter data about repair needs:  Let's say Location/Equipment/Barcode/Date/Tracking Number...

       

      And in layout two I have all the requested repairs in a table format (as a list for the techs to plan their day)...

       

      Is it possible to Move from layout two to layout one and have that record be there to mark as repaired?

      Or will the tech have to go to Layout One, then put in the Tracking Number in a search, then mark as repaired?

      I'd love to write a script that would take my tech from Layout Two to Layout One with the record already up and waiting...

       

      Not sure how to do that...  when I change layouts it's not the same record I was looking at ....

       

      Thanks!

       

      And Happy New Year! 

        • 1. Re: Keeping info while changing layouts...
          LaRetta_1
            

          check out the Go To Related Record script step.  Also, if I understand, and if Layout 1 represents the 'one' side of this relationship (and layout 2 represents the many tech repairs) then you can simply place layout 1's field (to mark repaired) directly on layout 2 and mark it repaired right there. Please ask questions if you need further explanation.  :smileyhappy:

           

          UPDATE: I am assuming there is a relationship between the two tables (possibly tracking number or equipment number)?  If you can provide more information, the guaranteed answer to your question is YES ... just how best to achieve it.

          • 2. Re: Keeping info while changing layouts...
            davidanders
              

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            • 3. Re: Keeping info while changing layouts...
              cheathamtech
                

              This may make it much easier to understand my challenge....

              A person has a tech problem and fills out the form below...  (Notice the tab labeled "tech.") 

               

               

               

              Then the tech gets the following list of tech requests:  (this is just another layout of the the needed info from the layout above.)

               

               

              OK, the tech has fixed the problem.  (the ones listed above are phony, test problems)  So he wants to go from the second layout back to the first one to mark the case closed (which is under the tech tab)...

              What I can't seem to do is to get the first layout to show the proper case so that it can be marked closed.

               

              Hope the graphics make things a little easier to understand...

               

              Thanks... 

               

              • 4. Re: Keeping info while changing layouts...
                cheathamtech
                  

                Graphics didn't translate and the forum does not allow image hosting images...

                 

                Sorry...  thanks for your efforts nonetheless... 

                • 5. Re: Keeping info while changing layouts...
                  cheathamtech
                    

                  I found the problem I was having...

                   

                  I had set a script to trigger on Layout Entry... so when the find related record command went to the layout I was always getting a new blank record.  

                   

                  Once I found and changed that script trigger, WHO LA...  everything works as expected.

                   

                  Thanks so much!