Search results by user ID 6471

Re: How to come back from a "go to screen" action?

DanielC — Fri, 11 Jul 2014 15:36:26 GMT

Hi Audisho,

Again, great reply. Thats sorted now and the screen is fully operational. Thank you.

Daniel

How to come back from a "go to screen" action?

DanielC — Fri, 11 Jul 2014 12:04:23 GMT

Hi there,

I have created a screen with a grid that has an action link, which takes me to the relevant Estimates record in the "Estimates" screen. That works great. However, the Estimate screen opens up under my custom screen tab. The only way to come back to the original custom screen is to refresh and go back.

I am wondering, is there a way to come back to the original screen in one step? Instead of this akward workaround.

Thanks

Re: Custom screen that syncs with estimates screen?

DanielC — Thu, 10 Jul 2014 13:44:07 GMT

Hi Audisho,

Thank you very much that pointed me in the right direction

All the best

Custom screen that syncs with estimates screen?

DanielC — Mon, 07 Jul 2014 14:10:52 GMT

Hi there,

Would it be possible to create a link between Items stored on estimates screen to a custom screen?

I am trying to make it so the items that are logged for customers on estimates screen have a direct sync to a screen that I have created so we can sort through items, vendors, customers etc.

An example may be where I log in estimates for customers each consisting of 10 different items or so, which will show up on a custom screen as a list of items which can be identified by which customer or estimate number that particular item entry belongs to and then be able to sort by information tied onto the item.

So in theory, there will be lots of item duplicates on the screen. However, as long as it is possible to sort by customer and estimate numbers.

Is this type of customization possible? If yes, what would be my first step?

Thanks