2 Replies Latest reply on Jun 6, 2014 6:06 AM by philmodjunk

    Convert Find Request into a New Record

    ErikaO'Connor

      Title

      Convert Find Request into a New Record

      Post

           In the event that a user performs a Find (in a single field) and gets no results, then needs to create a record using that same piece of info they were searching for:

           Is there a script or way to copy the text of the Find request to the Clipboard, switch to Browse Mode, create a new record, then paste that Find text into the proper field in the newly created record?

           I am thinking of a mobile user. They have to type in the criteria for the Find. If no results are returned, can I save them the trouble of retyping that same text when they create a new record?

        • 1. Re: Convert Find Request into a New Record
          TKnTexas

               Create global fields for the fields you want to search.  Go to a layout with the global fields.  Have the user complete the fields.  Switch tot he Find Mode and search using the global fields.  If you get an error message for NOT FOUND, then add a blank record.  Fill the records with the global field data.

                

          • 2. Re: Convert Find Request into a New Record
            philmodjunk

                 For examples of the scripted find that TKnTexas is describing, see: Scripted Find Examples

                 It would also be possible to use a script with Modify Find to return to find mode with the criteria still in the various fields, then you could use set variable to copy the data out of these fields into variables. Then your script could return to browse mode and in a very similar fashion, create a new record and copy the data from the variables into the fields of the new record with a series of set field steps.