Portal Duplication

[amypaulsmom]

I posted this message in the Define Fields area - but I really think it needs to be in here.

I am duplicating invoices - that have a portal on them. When I duplicate the invoice - the general information duplicates, the date is increased via my script, and the inovice number is increased. But - the portal information (line items) does not move over as well.

I have tried to create a realtionship between my Line Items and Invoices using the Invoice # in the Line Items and the Original Invoice # in the Invoices - hoping this would pick up the information - but I have had no luck.

Any advice you could give would be muchly appreciated. I will keep trying in the mean time.

[BobWeaver]

Chuck posted a method for doing this quite a while ago in the development standards forum. Try searching in there. The subject is something like "duplicating portal records."

[Kurt Knippel]

You need to duplicate all of those related records as well. You can either loop through the related records and duplicate each one, changing the invoice identification fields or you can goto the related records, export them and then import them, changing the invoice identification fields.

I will generally do the export/import/replace method myself.

[BobWeaver]

Actually, here it is:

http://www.fmforums.com/threads/showflat.php?Cat=&Board=UBB8&Number=1463&Forum=UBB8&Words=chuck&Match=Username&Searchpage=0&Limit=25&Old=allposts&Main=1463&Search=true#Post1463

[amypaulsmom]

A reply to myself - - -

BobWeaver pointed out to me an article in Development Standards on Duplicate my records with Portal Data.

I hope this will do the trick - sounds like it should. I will ask more questions if it doesn't.

Thanks Bob for pointing out this article and Chuck for writing it.