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How can I merge different Transaction in one Screen Persona?

Hi all,

I'm building a screen persona and want to consolidate data from different transactions. What I want to have is a possibility to enter a sales order number, hit enter and display different fields from different transcactions. I know, that it is possible to merge different tabs, but how to handle, when the information comes from different transaction.

Thanks in advance,

Basti

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1 Answer

  • Jul 18, 2017 at 10:52 PM

    You would have to use scripting and navigate to the other transaction(s) to fetch the data, then return to your first transaction and display the values in custom fields on the screen. Alternatively, instead of navigation, you may use remote function calls to get the same information. This may be even faster, depending on the scenario.

    This works well for displaying data. If you want to perform create or change transactions, this can certainly get more complicated, because the script would have to be able to handle eventual errors while populating the fields in other screens / transactions.

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