I have two databases. Somebody creates an incident report in database A. There is a button that allows them to create an action item in database B. When they finish the action item, they return to the incident report in database A. They want me to put a link to the action item in the incident report. I was thinking I would do this when the action item was saved. Since you would be in the action item while you are creating or editing it, the current database would be database B. Do I have to create a new instance of Database A? And if I do, how does that affect the document that’s already open? Or how do I get a handle on the first document so I can append a doc link? Thanks
Subject: Append doclink
Do you capture any info (ie NoteID or ThreadID) from db A when you create doc in db B? If you did, you can get a handle on the exact doc in db A by getting doc by key and using the NoteID. You would then be able to get to the field you want to create the link in and append it to the field. You will need to work with rich text fields in order to do doc links, but it is pretty simple.
If you are not getting that ID, then you would have to find the doc through view searching which is a pain.
Subject: RE: Append doclink
Thanks, Nancy. I was going to pass a log number to the new document. But here’s another question…does the first document have to be saved first before I can append a doclink to it for the second document that I’m creating. Of course the second document would have to be saved at some point, otherwise the link I’ve pasted in the first document would not work.