Formula for a Button
Hi :),
I'm trying to make a button work but can't seem to figure out the correct formula to use.
I record for each of my clients their payment terms in their profile. I have a parent table called 'Client' and I use a 'Choice field' to do this as I have many different payment terms already recorded innit.
On my invoice (Parent Table called 'invoice') I have also set up a payment terms choice field to select the payment terms to use when invoicing.
Most of the time the payment terms I will use will be the same as the one recorded under the client profile but sometimes they ask to bill a specific invoice under a different payment terms.
To save time I'm trying to create a button that will copy the client's payment terms into the invoice's payment terms. Both of the fields are Choices fields.
Any idea?
Many thanks :)
5 replies
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You can use a 'trigger after update' when you pick your client in your invoice table. (The field that links to your client)
So the formula in the field 'trigger after update' would be : 'Payment term' := Client.'Payment term'
That is if the two choice fields (Payment term) contains the same values and order.
Steven
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Hi Steven,
Thank you so much for your help, it works :)
Kandice
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Hi again Steven :),
Is it possible to Trigger after update more than one information?
I would like to trigger another information when I pick a client profile but I don't think I'm using the right word between the two instructions, I'm using 'and' in between.
Thank you for your help
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Hi,
you can use as many commands you like, just put a ; at the end of the line.
eg.
---
'Payment term' := Client.'Payment term';
VATNo := Client.VATNo;
'payment method' := Client.'payment method'
---
Steven
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Thank you Steven :)
Content aside
- 4 yrs agoLast active
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