abomb Posted May 23, 2006 Share Posted May 23, 2006 Hello all, Thought someone else would have asked this but could not find it. If there is a post, please let me know. Trying to put togeter a quote to job database. Here is how I have set it up Quote Quote_Item Job Job_Item Both Quote and Job can have only one record, but they can have many items. I would like to create a quote, then if it becomes an order "import/copy" items into a Job. On Quote layout, have a portal that allows creation of record to Quote Item. This allows me to enter as many items into the quote as I want. Then if it becomes a job, I have a link to list the quoted items and then I re-enter the job items the same way. It works well, but takes alot of time for entry. Not all quoted items become job items, which is why I'd like to be able to just copy the portal row instead of haveing some field that designates the quote as a job. Thought of a script to do many lookups, but thought there may be a better way. Is there a way to copy an entire portal row and then paste in new portal row; without doing lookups? Or is the lookup the only way? Thanks in advance. Link to comment Share on other sites More sharing options...
Søren Dyhr Posted May 23, 2006 Share Posted May 23, 2006 Is there a way to copy an entire portal row and then paste in new portal row; without doing lookups? Or is the lookup the only way? There are plenty of ways, but why do you wish to avoid Lookups? Secondly are the data in the quotes likely to change during the course of getting Order? Oftentimes is no transfere needed at all only a boolean field that makes the itemline show up in another portal e.g. the Order via adding a new foreign key. The galvanical approach you suggests carries a lot of sycronization issues, that a normalization usually seeks to avoid! --sd Link to comment Share on other sites More sharing options...
abomb Posted May 23, 2006 Author Share Posted May 23, 2006 I'm not exactly opposed to lookups, I just thought there might be an easier way than having 10-15 lookups. I'm going to work on the boolean idea. Anymore help would be appreciated. Link to comment Share on other sites More sharing options...
Søren Dyhr Posted May 24, 2006 Share Posted May 24, 2006 I'm going to work on the boolean idea. Anymore help would be appreciated. Allright I interpolated this thread with a similar, to which I made a template today: http://www.fmforums.com/forum/showtopic.php?tid/177014/post/207104/#207104/ --sd Link to comment Share on other sites More sharing options...
abomb Posted May 25, 2006 Author Share Posted May 25, 2006 Hey Soren, Thank you for the link. That is exactly my problem. I'm still having problems though. I posted a question there, but no one has responded yet. If you could check it out and offer any suggestions for my problem, I would appreciate it. Thanks again. Link to comment Share on other sites More sharing options...
Recommended Posts
This topic is 6545 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 accountSign in
Already have an account? Sign in here.
Sign In Now