I'm not sure why I'm having such issues with this, as it seems like an easy problem, but here it goes:

In the relationships below I am having issues with creating a new quote. As you can see I have a relationship of contact id between prospects and quotes. When the user is looking at the main prospects layout (which contains only data from the prospects table) I want them to be able to run a script to create a new quote for that customer. Right now when they create the quote a new record is created in the quotes table, but the contactid in the quote table is not being populated. I'm sure I'm missing something easy... any help would be appreciated.

If need be I can strip down my db and let you guys take a peek.

Click here for a gif you can actually see

Also, here's the details of the prospect/quote relationship.

Edited January 2, 200620 yr by Guest

There seems to be a lack of response to your question so let me have a go.

In order for the ContactId to be populated automatically you have to create the new record in the Quotes table via a portal (or at least via the relationship) in your prospects layout. If you are creating a new quote via a script, for example, by going to a quotes layout and then creating a new record, then it is necessary to grab the contactId from the prospect record you are viewing and insert it into the contactID field in the quotes table.

Thanks SlimJim, that definitley makes sense. I started this project months ago, had to quit working on it, and now I've come back to it and sort of forgot everything...

I don't want to use a portal so I'm trying a script where I set a global variable = to the contactid in the prospects layout, then go to the quote layout and create new record goto the contactid field and try to load the global var into it, but to no avail. Without seeing my db, do you see anything wrong w/this script? Thanks again.....

I can see no reason why this script shouldn't do the job. What exactly goes wrong? Have you turned on script debugging and tried monitoring the field values?

;) I forgot to check the use global storage box. It works now...thanks.