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What you'll need is to use a Character Function to join the two values.  That character function will save the joined values into an action result that you can then insert into the appropriate field in the grid. As long as you make that field unique in the table, it can act as your key. - Adam

Hi Jon, Thanks for the suggestion. We've actually had this request in the past and its already in our system as a feature request. If there's any news on that, you'll find it on our Release Notes. - Adam

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

Can you show me how you are setting up your Insert action? Perhaps with a screen shot of the action properties?  I'm wondering if you're taking a value and putting it in the wrong field (for instance, putting a text value in a field that's expecting an integer). The three required fields for the SalesReceiptLine table are Item ...

Are you getting an error or is nothing happening?  If there's no error, it may just be that the grid is not showing the insert. If you refresh the grid, if an insert was successful, it will show. I'd also make sure you are setting the right value for SalesReceiptRecordID.  You should be using "Value from Screen" ...

Hi, I think I have a grasp of what you are trying to do.  I just have a few follow up questions first. Am I correct in assuming that a customer can own multiple counties, but a county can only be owned by one customer? Assuming that, I'm not 100% sure if I'm suggesting everything you need just yet, but here goes. First ...

Hi, What exactly didn't work?  Something I'd suggest is to use a "Show Message" action to see what values are being retrieved from your "Retrieve Value from Table" action.  This way you'll know the correct values are being grabbed and used on the insert action.  Once they're set correctly, you ...

Hi Andy, My apologies, there are a few more steps than I may have indicated.  The button is only one part of it.  You'll need to slightly alter the CRM_EditDocumentLink screen. The CRM_EditDocumentLink screen does grab all of the Shared Results and puts them on screen. There are however hidden actions that reset fields, then enter ...

Hi JWS, There are a few actions needed to do this but it isn't very difficult.  You want to instert a record into the SalesReceiptLine table for your default.   First need to get the values from the item you want as the default using a Retrieve Value from Table action.  The Item and Rate fields are required for the ...

Hi Andy, If you were to take a look at the DocumentLibraryLink table, there are some dropdowns field for Estimate, Invoice and such.  You could add a dropdown for Purchase Orders and engineer the button the same as the Estimate and Invoice screens. Hope this helps, - Adam