Hi, I'm not sure if this is the correct place to ask this. But I have a issue.
Basically, I have a layout which shows an Estimate. Each Estimate layout has a related table for (main estimate, descriptive, other). Each of those related tables has their own fields with detail and pricing. I have those as portals on the Estimates main page.
My client needs to print out an invoice that shows all the estimates from the related tables in a line item type of view.
I was thinking to create a table with all global fields. The script will loop through each related table and transfer that to the new global table by adding new records. Then it will loop through next related table and trasnfer those. This way all table data will be in one list. Then I will print from the new global table with list view. Afterwards, I'm assuming I will need to delete the records in the global table?
Is that the correct way? Will creating and deleting new records in a global table be an issue with other users?
I thought of making just one table initially to hold all estimate data, but that will not work.
Hope this is easy to understand.