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In the bill screen, item section I entered a show screen in pop up actions to be able to create a new item if it does not exist, should this action have the same record id as active record or has no relationship ? I am not sure since the record (item does nnot exist yet)

Hi Marcelo,

When you're creating a new record, you would not want to have an active record ID on the screen. You would only want an active record ID if you're modifying a record that already exists.

Hope this helps.

- Justin

Can you point me in the right direction, or tell me where can I read or watch where explains something similar to what I want to do.

When I purchase a Lawn Mower, I want to enter the bill, in the item field, click and the fixed item screen will pop up, enter all the info for the new item (all my equipment is entered as a fixed asset item) save and close and the bill will have all the info entered, and save and close the bill screen

Hi Marcelo,

Have a look at this post. There, I explain how to use the onClosePopup screen event to take a Shared Result returned from a popup and use it to auto-populate data on the current screen. It uses the New Activity screen and its Contact field as an example.

Hope this helps.

- Justin

What value do I have to use in the shared result to tell the pop up screen to do something (value from screen, session?, ) and what particular value screen id, record id?

I want to open the fixed asset item screen from the bill line item (in the bill screen), and when I change the text in one of the fields in the new pop up screen I want some actions to happen, but only when the fixed asset screen is open from the bill screen

Hi Marcelo,

On the button that opens your pop-up, you could populate a Shared Result before your Show Screen In Pop Up action, then test on your pop-up screen to see if that Shared Result has a value. This will allow you to determine if the screen was opened from the Bill screen. You can make the Shared Result whatever you like in this case, just make sure to test for it on your pop-up screen appropriately. You can then set up a conditional statement to test for this and place your conditional actions inside there.

When you return a Shared Result to your Bill screen (for the purpose of auto-populating your Item info), I would recommend returning the RecordID of the new Item. The Save All Sections action sets the Active RecordID for the screen, so you can assign that RecordID to a Shared Result after that action but before your Close Pop Up Screen action.

Hope this helps.

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- Justin

It looks like the value of the shared results stays stored in the shared result.

I did like you said, assing value to a shared result in the bill screen before tha action to open the pop up screen.

Then, in the pop up screen get shared result and I entered to a field on screen to see if always has a value or sometimes is empty.

No matter where I open the fixed asset screen it always remembers the last value from the bill screen.

Am I missing something here

Hi Marcelo,

If you clear the Shared Result after you're done using it (after populating field / after pop-up is closed), that should mitigate the issue you're experiencing.

- Justin

Going back to the bill screen, where should I put the actions to auto populate the new item info, 

Should I enter the new item info into the screen or into the bill line item table?

Marcelo,

You'll want to call them from the onClosePopUp screen event and enter the values into the screen.

- Justin

I entered the values to the table (bill line item table) and it is working perfect, should I change it???

Marcelo,

If it's working, I wouldn't change anything.

- Justin