Hello All
I have setup a new button within the Customer card. When i press this button it opens my new form that I have fitered on Salesperson Code.
Simple question I know - How do I automatically populate the Salesperson code on the new form with the salesperson code on the master form automatically?
Second question - I have a lookup field that is searching on a date field within the accounting period table. However, when the accounting period table is displayed via my lookup field, OK and Cancel are not displayed even though they are on the accounting period form. Ideas?
Thanks
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Salesperson code is not a key within my table.
Also, when I try to create a report an use Accounting Period as a data item, and make date start a required field, this still doesnt appear as a lookup.
But obviously, when i do the same for fields such as country code and customer within customer for example, these are lookup fields.
Ideas?
for your salesperson form :
1 you form should have the salesperson table as sourcetable.
2 In the button properties, there are 3 options you must enter
- RunObject : Enter 'Form xxxxx' where xxxxx is the name of your form
- RunFormLink : Specify the link between your customer table and the
salesperson table
- RunFormLinkType : Set to OnUpdate.
now, every time you choose a new customer, the salesperson form will be updated.
Regarding the lookup, did you set it using field properties, or did you do it using code ? If you did it using code, you should have something like :
IF Form.RUNMODAL(....) = Action::LookupOk
the ' Action::LookupOk ' is the trigger for Navision to know it is a lookupform, so he should show the Ok and Canel button.