Question on forms

[cadworkz]

Hello kinda new to filemaker, here's the question. I would like to create 4 interelated forms ie: Quote, Work Order, Shipper and Invoice how do I make it so as the data transfers from say Quote to work order when I click a buttom called quote accepted for example.

[bcooney]

Welcome to the forum. Really broad question, cadworkz.

Each of the tables that you describe would have a corresponding "child" table of line items. Oftentimes, the line item table (LineItems) is used by many parents. That is, LineItems will have foreign keys for each parent entity.

So, to answer your question, to convert a Quote to a Work Order, click the Quote Accepted button. A script attached to the button would capture the primary key QuoteID into $QuoteID, navigate to a Work Order layout, do a New Record, capture $WorkOrderID, set the foreign WO::QuoteID, then go to related LineItems by QuoteID and populate the foreign WorkOrderID in LineItems with $WorkOrderID, either looping or using Replace.