Copy related line items to different table's line items

[emncwundy]

I am new at this so hope my question makes sense.

I have a quotes table and related line items table. i want to be able to copy some but not all of the line item records from the quotes table to a projects table (ie client approves some but not all quoted options). can i create a script that copies data from several fields of one record/line item in quotes and pastes it to matching fields in project line items?

[jamesducker]

Yes. It sounds like what you need to do is:

1) in the "quote line items" table, find the records you want copied.

2) create new window

3) go to a layout based on the "project line items" table

4) do an IMPORT RECORDS step, citing "quote line items" table as the source

Hope that points you in the right direction. Do post again if you get stuck. Welcome to the forums.

James

[bcooney]

James' method will bring all quote items in as project line items. Then you can delete the items that you don't want.

Often, you can use the quote line items table as the project line items table. Just set a projectID into the line item record.

Create a portal of available quote items on the Project Form. If you give the Project a QuoteID (assuming only one quote per project), then you can relate to the quote line items from the project by quoteID. Or, you can show all available quote items for this customer. Available could mean does not have a projectID in the line item record.

A button that would make that quote item a project line item. It would set the Project ID into the quote line item record's projectID field.

Then, in another portal, you would show the line items using a relationship by projectID. These are your project line items. A user could remove a project line item by using a button on its portal row that simply clears the projectID. The line item would reappear in the available quote line items portal.

[emncwundy]

Thanks so much to both of you for your advice.

I have created a script to get me to the import records point - but need to insert the project id into the project id field so it shows in the projects line item portal.

if i was to create the project LI records manually via the main projects screen - which has the line items portal in it, the project id enters automatically.

however by doing the import of the quote LI's directly into the project LI's screen, this automatic fill in does not occur.

can you advise the best way to achieve this as a part of the script? cheers