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portal row in a script

portal row in a script

I am trying to create a script that goes to the 2nd portal row, goes to the field TOOL_ID and copies that field's information.  My script steps are:

Go to Portal Row (have 'select entire contents' unchecked, 'perform without dialog' checked and set it to go to row 2)
Go to field (have 'select/perform' checked and have specified the field TOOL_ID)
Copy ('select entire contents' is checked and I have again specified the field TOOL_ID)

It keeps copying the entire portal, not just the field I want.

RE: portal row in a script

The way that you get to a record that is displayed in a portal is by using the 'Go to Related Record...' step.

I'm not sure how you are activating the copy - but if you use a single click of the portal row you can skip the Go to portal row step.

The Go to Related Record step takes you to the file that you are looking at - then goes to that record. From there you can copy fields or whatever...

Hope this helps.

Im Steven B

RE: portal row in a script

The goto portal row step enables you to move to a particular row in the 'active' portal. If a portal isn't active, the step is applied to the first portal encountered in the layout's stacking order.

When changing portal rows, this step attempts to keep the same field active. If no field in the portal is active, the step activates the first field that it can enter.

Choose 'Select entire contents" if you want the entire portal row to be selected, rather than just making a single field active. You must use the Specify pop-up menu to choose a target portal row.
The Next and Previous options include an 'Exit after last' option that enables this script step to end if you attempt to select a portal row that is before the first or after the last row. If you do not include this option, the step simply wraps around and goes to the last or first row, respectively.
Choose the By number option to specify a particular portal row by its number. When executed, this step can present a dialog box in which you choose a row number, or it can directly go to a particular row when 'Perform without dialog' is checked.

To choose a portal row based on the current value in a particular field, choose 'By field value' and select a field. The field must contain a number corresponding to a row in the portal. I use global fields for that.



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