1 Reply Latest reply on Apr 12, 2010 12:44 PM by philmodjunk

    Using a script to find related records...'

    paintboothguy

      Title

      Using a script to find related records...'

      Post

      Good afternoon Forum, 

       

      I have client records in a contact table who have quotations in a quotation table.  They are linked by a customer ID #.

       

      When I am viewing a particular client in the contact table, I'd like to run a script that will go to the quotes layout, enter the contact ID # and pull up all the quotes associated with that client.  Here's what I have so far:

       

      Set Variable [$k_ID_Contact; Value:Contact Management::k_ID_Contact]

      Go To Layout ["Quotes" (Quotes)]

      Enter Find Mode [Restore; Pause]

      <Action = Find Records......Criteria = Quotes::Customer ID: [$k_ID_Contact]>

      Perform Find []

       

      What results is that the Customer ID field shows the characters '$k_ID_Contact' and and error message appears reading "no records match this set of find requests"

       

      Can anyone see what I'm doing wrong?

       

      Thanks, 

      Andrew