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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted (edited)

Hi Jay,

The Replace, if it is a one time need.

However, if it is going to be a reoccuring need, then I would look at using the Auto Enter, or a possibly a script depending on your need and what is being replaced.

HTH

Lee

Edited by Guest
Posted

Not without some details.

Is it always the same field, then what is the field name.

What are you replacing. i.e. from what to what.

How is the found set being found.

In other words, tell me what you have now, and what you want to end up with.

Lee

Posted

It is always the same field name. Here is what I am trying to achieve:

I give my customers quotes and if that quote is

accepted than i want to change Order_Type to Invoice.

Field is: order_type

So what will do is find all quotes accepted and

change the found set to invoices.

Hope this helps, thanks again.

Jay.

Posted

Sounds like you are doing the same work twice. If you are able to find the accepted quotes, you should also be able to calculate the type, based on the same criteria.

Posted

Not quite following. Whats the best way to change order_type field in a found set...so that it changes from "quote" to "invoice".

Jay.

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