Re: Creating jobs in method for current customer.

Method_Audisho — Thu, 28 Jan 2016 20:51:46 GMT

Hi Wildliferemoval,

Any value that you want to pass to a different screen, you'll need to assign to a shared result. You'll also want to pass some reference of the screen that called the popup in a shared result as well.

In the OnScreenLoad event of the popup screen, use the Get Value From Shared Result action and a conditional statement to check if you were directed there by the correct calling screen. If so, retrieve the remaining shared results and then place them on the screen where they need to go using Enter Value Into Field On Screen actions.

Shared results can be finicky, so it's best to clear their value immediately after retrieving it. This will prevent issue with using the same shared result later on. I hope this helps.

--Audisho

Creating jobs in method for current customer.

wildliferemoval — Thu, 28 Jan 2016 03:54:49 GMT

So, Inside the edit customer tab, I created a button called (Save and Add Job). When I click the button, it will open the crm new customer screen in a pop up.

I have tied several different things but can't seem to get it to work.

I'm needed to copy the current company name, first name, last name, bill to, address, city, state, and zip fields and have them pasted into the new customer pop up screen.

If somebody could tell me the steps in doing this, I would greatly appreciate it. Thanks.

Method:Classic General Q&A

Re: Creating jobs in method for current customer.

Creating jobs in method for current customer.