Hi Create UI Rule with function check before save. The function run Rule with External system where check Exist or not with same code? if yes return the number and add this number to code. if no then no.
Thanks for that, I've created a Smart Action which almost works. It is triggered when the searcode field is changed and it opens up the ;ist window, just as I require, but, it doesn't pick up anything from the current person form to use as search criteria. So it doesn't show any results.
What I need it to do is pick up the search code from the new person record being created and use that search code to show a list of any existing records with that searchcode.
If I 'hardcode' a search code into the smart action it works, its just that I can't get it to pick up what has already been entered into the new form which is on the screen at the time.
I've included a word doc to show to smart action I have at the moment and one with the search code 'hardcoded' in there.
How do I get it to pick up from the new Person record about to be created on the screen?
Thanks to all those who replied, I have chosen to use Ruth's suggestion as it was the closest to what I had in mind anyway.
Anda, thanks for taking the time to work it out and post the screen shot, for some reason I can't get the built in function to work so I created a new one to run sd_dataform, (I think its something to do with the %client_home% variable ?)