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

Moving/copying data between portals/layouts...


This topic is 6487 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Hello,

This is my first post on here. Great forum design!

I have a situation where I want to have a table that contains "Quotes" (sales quotes) and want to be able to move that data to an identical layout (just different field names) "Invoices" with the click of a button (script I would assume).

The data on the Quotes and Invoices are both in an identical portal minus where they display info from, etc..

Not sure if I'm giving enough info, but would really appreciate a tip or two on how this can be accomplished.

Thank you

Dave

This topic is 6487 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.