Hello All,
Following is my data structure:
1) Master - Table (Quotation)
2) Multiple Child Tables that makes up 1 Quotation (having common Quotation ID) which in turn as multiple records
The ask is to have "Copy Quotation" functionality.
Can you please suggest how this can be best accomplished?
Solved! Go to Solution.
Hey,
you gotta create that Temp-ID in the Original Record first (Create a new (physical) Field for that and name it Temp-ID or Template-ID or Temporary-ID or whatever. Otherwise you would never be able to know what new Quote-ID was created for the new (copied) record, which in turn you need to know (while copying) to process and assign the Quote-ID (Temp-ID) to the child items ๐
Hey man,
it's very easy to accomplish. With a "Duplicate" Action.
Cheers
Hi @Denny774 - Thanks for your revert, can you please explain a little bit in more detail how can it be done? Thanks
...
Sorry I still didnt understand it, how multiple child records are copied in this?
What you have mentioned in point 4 - These are different tables with multiple records. [_THISROW].[Temp-ID] is not available
Hey,
you gotta create that Temp-ID in the Original Record first (Create a new (physical) Field for that and name it Temp-ID or Template-ID or Temporary-ID or whatever. Otherwise you would never be able to know what new Quote-ID was created for the new (copied) record, which in turn you need to know (while copying) to process and assign the Quote-ID (Temp-ID) to the child items ๐
@Denny774 - Thank you. Logically I was clear what you mentioned, but I was struggling with "how". Finally managed to achieve it ๐
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