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Opening a form on the current client.

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  • Opening a form on the current client.

    Hi all, we have a requirement to open a secondary form whilst performing a transaction. For example, the transaction screen shows the client ID and name but no other info.

    If the client asks a question about their account or usage we go to a more detailed form for the infomation.

    I have used something that was sent to me by someone here to create a popup form when required. The code is as shown below;


    dim fp as P
    fp = form.load("Client Data", "popup")
    fp.height = 607
    fp.width = 220
    fp.left = 800 = 70

    Question is, what do I need to add to this script to have it open up with the current client details on it?

    I have a popup browse that does exactly this function with the following code;

    DIM layout_ptr as P
    layout_ptr = :Browse.load("Client History")
    layout_ptr:tables:swapdata.filter_expression="CLIENTID = " + CLIENTID0.TEXT

    But can't for the life of me come up with something that actually works.

    Any help or advice would be appreciated. Thanks in adavance for any help :)

  • #2
    RE: Opening a form on the current client.


    Create a custom button and attach this script to it. Substitute your information as appropriate.

    DIM layout_ptr as P
    layout_ptr = :Form.load("Name of your Form")
    layout_ptr:tables:YourTableName.filter_expression="CLIENTID = '" + CLIENTID.TEXT + "'"


    • #3
      RE: Opening a form on the current client.

      Hi Aaron, I've tried what u suggested but keep getting the following error;

      Trapped Error in Action Command (1)
      Command: Run Script Client Data
      Error: ClientID not found

      Now the script I'm using is as follows;


      dim fp as P
      fp = form.load("Client Data", "popup")
      fp:form:Trade Data Form.filter_expression="CLIENTID = '" + CLIENTID.TEXT + "'"
      fp:form:Trade Data Form.order_expression=""
      fp:form:Trade Data Form.query()
      fp.height = 607
      fp.width = 220
      fp.left = 800 = 70

      This is attached to a button on the Trade Data Form form and calls another form called Client Data which is the one that is supposed to come up showing the current client.

      Trade Data Form is attached to a db called swapdata while Client Data is attached to the client db. All are part of one set.

      ANy idea what's going wrong? Thanks again for your input.


      • #4
        RE: Opening a form on the current client.


        Study the example I posted in Code Archive Forum.

        'Pass Values Between Forms'

        It shows you 3 different ways to pass field values from one form to another.

        -- tom


        • #5
          RE: Opening a form on the current client.

          I am far from being very expert, but I am doing something similar.
          Have you tried using the idea of tabbed forms; the "front" form being the simple form, with more detailed info on other tabs of the form.
          It seems to work for me

          Brian Dennis.