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Table A to Table B on Another Screen

Last post 02-11-2019 6:23 PM by rollerroman. 2 replies.
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  • 02-22-2018 6:36 PM

    Table A to Table B on Another Screen

    Hello, I am kinda new to method, so I apologize if this is easy or covered in another topic. 

    Here is what I want to do. I want to create a project management app, where the first screen is a list of projects, and when you click on that customer/project, you go to a screen with information of that project. I want to be able to have an app ribbon, and I want to be able to edit this data.

    So here is my problem, on the apps first screen, I used a grid with the customer's table when you click on that customer, you go to a screen. If on this second screen, I use the customer table, it will display the opportunity app ribbon, if I use my "project management" table with linked fields, I can't get the dropdown/linked fields to populate with the record ID from the customer's table. So I need to populate the dropdown field record id with the grid record id of another table. Is this possible, or is there an easier way to accomplish this?


  • 03-08-2018 2:05 PM In reply to

    Re: Table A to Table B on Another Screen

    Hi there rollerroman

    On the Click actions of the Grid on your screen - You should be able to set the Active RecordID of the screen you are opening when you use the Go To Screen action - Is this what you are trying to do?

    If you are just trying to populate certain fields based on the selected customer - you could also try utilizing a Shared Result - This is basically a variable which you can carry between screens and action sets (as opposed to an Action Result, which is only valid within the current action set)


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  • 02-11-2019 6:23 PM In reply to

    Re: Table A to Table B on Another Screen

    Hello Ben,

    Thank you for your help with this. The shared result effectively gave me what I wanted, but I have run into a new problem. Essentially what I am trying to do is create an app where I have a customer table and then I have a checklist for that customer on a new screen. I want to be able to click that list screen and have it display the list for that customer and only that customer, and there would only be one list. In other words, I just want a new screen with a new table that is associated with the customer record ID.

    Any advice?

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