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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Hi wonder if someone can help?

I have two tables one called "Quotes" one Called "jobs"

I fill in all the fields in Quotes, when the Quote is accpeted i want to click a button to the export all the fields in that record to a new record in Jobs

How can i do this :qwery:

Posted

Please explain. Are Jobs database and quotes database related?

If they are you do not need to export or import anything the relationship, properly set up, will do the work for you.

  • Newbies
Posted (edited)

They are related, what i am currently doing is creating a new record in the jobs table, then via a drop down box i look up the quote number, and that fills in all the data, which is fine.

But what i want is a button in the quote form opens the job form and auto does this.

I am thinking that what it needs is a script, but not sure how to go about it

Edited by Guest
Posted

Hi Keith:

I was away for the weekend so I didn't have access to the Internet.

Take a look at this file and see if it answers your questions.

Start at the Quotes layout. Add a new quote and then click "Create Job."

HTH

Al

Sales_Rep.zip

Posted

I'm not sure I understand what you are saying, All you want to do is set the serial# field so the records are related. All the other data in the quotes area will just come over in the jobs layout.

In other words you will get the data from quotes directly from the related quote field and all you need to do is add the job data. So, you don't have to do a Set Field for every field in quotes. Am I making myself clear?

Al

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