Duplicating Estimates

[Matt_Hyden]

I want to see if there is a way to duplicate data for an estimate that is created within my app. I have an app where users can add different sections sections for estimating a christmas light install. I have section where they pick what on the house they want to estimate and it gives them what they should charge the customer. The end result is an estimate is created and can be sent to the customer. I would like to know, if that customer wants to do it the next year, can can the user somehow duplicate all that customers data and make the adjustments needed without having to edit the previous years data.

[Steve]

There is no built-in way to do it, but you could construct a process to do it using actions. It would probably not be trivial.

[Koichi_Tsuji]

Treat the set of “estimates” as child records, under the “estimate detail” with year value as well as other detail for that estimate, then excute the copy of estimate along with “child” using this trick.

Copy parent record together with child records ; Action Only, No API, No workflow Tips & Tricks 💡

After introducing a trick how to copy the related child records along with parent record through the post of Quite a few people have been asking me how to manage it without API, but actions only. Sharing this trick may get the Appsheet sales team angry with me, so I m bit reluctant to do so, as it may reduce the sales opportunities for business subscriptions … , but let me put it aside now, This is what I managed to achieve the same task, “copy parent record together with child …

[Matt_Hyden]

OK, thank you for the response. I will see if i can get this to work.