2 Replies Latest reply on Dec 31, 2010 8:45 AM by philmodjunk

    On Customer layout Display Invoice List

    projay

      Title

      On Customer layout Display Invoice List

      Post

      I have created the attached relations ship (table occurrences). I made a Form Layout in Customer_Info3 to display all "Invoices" that are "Open"...works great it shows all the data I need.

      But when creating a drop down list to select customers it want to change the "customer Id" so I have to revert back the action.

      So the only way I can see the list for customers is by going to the next record have to scroll through each one.  I simply want to have a drop down list and select the customer that way.

      Seems pretty simple, any suggestions would be great.

      Jay

      Custom_InvoiceList.jpg

        • 1. Re: On Customer layout Display Invoice List
          bumper

          Since you are really only displaying the data, recreate your fields in customer_info as 3 global fields, then you can set the global customer id with a drop down value list comprised of all customer ids (you can hide the id itself and just show the name, but just the id will be entered into the global id field), and the other two with drop down and/or radio buttons. Put this on a new layout from new TOs still pointing to the original tables. Note if you want to display any of the data from the customer table on this new layout (and you probably will) create an additional TO of the customer table and relate the global customer id to the _kp-customer_id.

          This is call portal filtering and I'm pretty sure you can find more erudite explanations by searching these forums, but this should get you started.

          • 2. Re: On Customer layout Display Invoice List
            philmodjunk

            Define a new field to use for your drop down list so that selecting a customer here does not change the customer ID in the current record. As Bumper suggests, this can be a global field and that will work best in the following script:

            Enter Find Mode []
            Set Field [customer_info 3::_kp_customer_id ; Customer_info_3::gCustomerID]
            Perform Find[]

            This script, as written, will only work if gCustomerID is set to use global storage in field options. You'd place this new field on your layout, format it as a drop down or pop up and either put a button next to it or use a script trigger to perform the above script.