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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi gang,

I have a solution that has a Job table, a job line item table, a quote table and a quote line item table. Originally I did not have the quotes separated but had a status field that showed open or quote. My users couldn't be trusted to use them properly (don't ask), so I am separating them.

The problem I have is that when a quote (that has already been entered into the Quote and Quote Line item table)is approved, I want to create a job record for it. It was simple enough creating a Job record with all the info. the line items are giving me trouble. I can do a loop setting each field separately but with some of these jobs with hundreds of line items, it can slow down considerably. I wanted to do an import, but can't seem to get it to only import the found set. I looked into copy all records but don't know how to paste into more than one field. Any suggestions would be greatly appreciated. It is driving me nuts.

Posted

Michael asked ... how do you import just a found set when all your tables are in the same file?

Importing between tables is no different than importing between multiple files. Your layouts (which specify your table occurrences) are the key.

Perform your find to isolate the records you wish to import FROM. Switch to a layout based upon a table you wish to import INTO. Select Import File and select the same file name (yeah seems wonky but you'll get used to it).

When your import dialog opens be sure your Source (top left pop-up) points to the table occurrence of the layout holding your found set. wink.gif

LaRetta

Posted

Thanks Laretta,

I thought I had done that but I used GTRR with a new window and I think maybe that screwed it up and imported the whole table.

Anyway that worked like a charm thanks so much.

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