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Duplicating Portal Records


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I have a Quoting system which uses the Line_Items principal, however we need to be able to recall old quotes to convert to a new job (new quote number), so we can add new items but keep the originals etc.

Currently the Quote details duplicate ok and a new quote number is assigned but the Portal Data is cleared, This is obviously because of the relationship created by the unique quote number.

Any ideas on how I could script to get around this problem.

(Big Thanks in advance

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You will need to isolate the records in your Line Items file and duplicate them using a script in that file. You can isolate them using a Go To Related Record [show only related records] script step based upon the correc relationship in Quotes. A looping script that duplicates and re-indexes Line Item records for the new quote is the second part. -bd

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