Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 8070 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

I need to create duplicate records of both a parent record and related child records.

The parent dB is "proposals" and the child dB is "line items" for the proposals. My salesmen want to be able to create a duplicate proposal with all the line items and then modify the line items to create an alternate proposal for the customer.

How can an automate the process so at one click they can:

1. create a duplicate of the parent records (with a new proposal# auto indexed)

2. Create a duplicate set of all the related line items with the duplicates assigned the new proposal number.

I've tried a few approaches, but have hit a roadblock on every approach. Any help is appreciated.

Thanks

This topic is 8070 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.