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I would suggest navigating to the Telemarketer layout and the record you want to transfer data from, capturing the contents of the field or fields you wish to copy as variables, then navigating to the Contact layout and proceeding as you propose. No relationship is required for that process.
Hi keywords, Thanks
what is the best script to capture the contents of the fields?
Use the set variable script step to set a separate variable for each field in the Telemarketers table, something along the lines of:
Set Variable [$field1; telemarketer::field1]
Set Variable [$field2; telemarketer::field2]
Go to Contact layout
Set Field [Contact::field 1; $field1]
Set Field [Contact::field 2; $field2]
Thanks matt thats a real good help..
No; the Set Field line should read: Set Field [ TO5_CONTACTS::Title ; $Title ]. As shown you set a variable but then don't use it.
To reiterate what I posted earlier, if you are transferring data between unrelated tables your script must include steps to ensure you navigate to the correct table and record to gather the data from in the first place. So your script needs to be something like this:
Go to Layout [ “yourLayout” ( TELM_Contacts ) ]
Go to Record/Request/Page [ yourNavigation ]
Set Variable [ $dataToTransfer; Value: TELM_Contacts::Title ]
Go to Layout [ “yourLayout” ( TO5_CONTACTS ) ]
Set Field [ TO5_CONTACTS::Title; $dataToTransfer ]
Hope that's of some help.
Hi keywords, Appreciate your help...
Is this still correct when for example Im on the teleM layout form view ( TELEM Table) its on this layout that i click a button to copy field data and paste in the CONTACTS table form view layout.
Im not clicking a buuton in the Contacts table to go find the data from TELM Table..
Is this the way you understand what im doing...just making sure...
Thanks very much for the example..I can follow that now. IS it possible to have the data transfered with out the user seeing the layout where the data is being coppied too?
as its an area ( contact layout) that I dont want the teleM to view.
PS: The workshop with davis Head yesterday was really good..glad i went.
There are two ways you can do this.
Prior to the go to layout script step, you can add a Freeze Window script step.
You can create a new window off screen (set left to -5000) and do the record creation there, then close when complete.
Can you remind me what the Freeze window script means?
It is basically freezing the view to the current window.
If you start at your telemarketers layout and run this script, what will happen is before switching to the contact layout to create the new record, the window will freeze so that while the script is running creating the new record in the contact layout, the end user will still see the telemarketers layout.
Hi Matt I put the Freeze window script in the above example, byt it still switched over..any thoughts, I must be doing something wrong
If you can, post the script so we can see what's going on.