Getting Set Field to select correct record in a script

[ejb190]

Hello everyone!

 

I have a layout for Projects. Within this layout is a portal Showing all possible Members. I have a button for New Project and a button in the portal to copies the Members name into the appropriate field in the Project data using Set Field. Two clicks and it works great.

 

So I decided to combine the steps so the button in the portal creates a new record and copies the name with one click. It works fine except Set Field is now copying the member from a different portal row then what is selected.

 

Any ideas what is going on?

[ejb190]

I just realized it always copies the name off the first Member in the current found set. How do I get it to go back to the record from the selected portal?

[HBMarlowe]

Make sure that the source in your Set Field step is the same TO as the source for the portal.

[ejb190]

Make sure that the source in your Set Field step is the same TO as the source for the portal.

It is. I found a way around it using Set Variable to capture the name in the portal then creating a new record, and finally using set field to paste the variable into the new Project.

 

When I used Set Field outside of the script, it worked just fine. While I have a workable solution, it still seems like I shouldn't need a work around.