Copy Functionality

[JayG]

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?

[Denny774]

Hey man,

it's very easy to accomplish. With a "Duplicate" Action.

Cheers

[JayG]

Hi @Denny774 - Thanks for your revert, can you please explain a little bit in more detail how can it be done? Thanks 

[Denny774]

...

[JayG]

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

[Denny774 · Accepted 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 😁

[JayG]

@Denny774 - Thank you. Logically I was clear what you mentioned, but I was struggling with "how". Finally managed to achieve it 🙂