Formula Button to open a specific record
Hi,
I have two tables, one for my estimations and one for my invoices. I input all the information into my table estimation. In my invoic table I only have the invoice date and invoice number, I also have the reference from Invoice to Estimate (1:N) to link my invoice to my estimate.
I'm trying to create a button that will open the estimate with all the information linked to the invoice but can't figure out the correct formula....I know I could simply click on the reference (1:N), but I'm planning on hiding it to avoid any wrong manip. I hope it make sense
6 replies
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Try this:
popupRecord(record('Estimation',Estimate.Id))
Steven
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Thank you Steven.
It doesn't work.. it says 'Expression returns mutliple values'
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I see, it's because the relation is 1:N (more estimates are possible/invoice)
maybe this will work:
let curRec:= this;
let me := first(select Estimation where Id = curRec);popupRecord(record('Estimation',me))
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Thank you Steven, getting closer but still doesn't work properly...
It takes my invoice ID number and will open the estimation using this number for the estimation ID. However not all my estimations are ending up being invoiced. The Estimation ID is not automatically the same as the Invoice ID if that makes sense..
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On my computer now. Did try this:
let curRec := Estimation.Id;
let me := first(select Estimation where Id = curRec);
popupRecord(record(Estimation,me))Steven.
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Thank you so much Steven :), it works !
Content aside
- 4 yrs agoLast active
- 6Replies
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