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Invoice Preview from the Invoice Grid

Last post 06-17-2011 9:25 AM by Sterve. 2 replies.
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  • 06-16-2011 3:10 PM

    • Sterve
    • Not Ranked
    • Joined on 12-02-2010
    • Posts 4

    Invoice Preview from the Invoice Grid

    I have created a Customer Portal so that my customers can log in and see their account activity.  There's an Outstanding Invoice grid with Ref Number, Transaction Date, Due Date, and Amount.

    On the grid, Ref Number has an action tied to it called Show Screen in Pop Up.  This enables the user to click on an invoice reference number and have the invoice pull up on their screen.

    Unfortunately, the invoice preview opens, but without any data (invoice number, items ordered, prices, etc).  What am I doing wrong?  Here are my action settings:

    Choose an Action: Show screen in Pop Up

    Screens: Invoice_PrintPreview

    The Pop Up Screen: Has a Specified Record ID

    Specify Record ID: Value from Screen

    Invoices: RefNumber 

  • 06-16-2011 5:00 PM In reply to

    Re: Invoice Preview from the Invoice Grid

    Answer

    Hi Sterve,

    Sterve:

    The Pop Up Screen: Has a Specified Record ID

    Specify Record ID: Value from Screen

    Invoices: RefNumber 

     

    This should actually refer to Invoices:RecordID. Smile

    -Michael

     

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 06-17-2011 9:25 AM In reply to

    • Sterve
    • Not Ranked
    • Joined on 12-02-2010
    • Posts 4

    Re: Invoice Preview from the Invoice Grid

     Hey, that worked.  Thanks, Michael.

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