1 Reply Latest reply on Nov 17, 2016 7:07 AM by philmodjunk

    Add information from a portal

    coreequip

      Good Morning,

       

      How i am setup:

       

      I set up a button with popover on my invoice layout.

      On this popover i have a portal with contact information. (Company, Name, Address, Customer ID, etc)

       

      Now i would like to set up an script, where we click one portal row, and then it adds the information from that portal row, onto the invoice.

       

      I hope you can help me,

       

      best regards,

       

      Rouven

        • 1. Re: Add information from a portal
          philmodjunk

          One step can do it:

           

          Set Field [Invoice::CustomerID ; Portal::Customer ID ]

           

          Either place a transparent button in your portal row that covers the entire row or group all of your portal row fields into a button to perform the above script.

           

          Note: Most businesses want a copy of the customer info recorded in their invoice so that future changes in customer contact info don't alter previous invoices. Once you've set a customer ID field to the correct value other fields in Invoice can use auto-enter field options (either looked up value or the calculation option) to copy over the customer name and contact info.