Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Transferring Portal Data - quote to order table

Featured Replies

I have a Quote Table related to a Lines_Quote Table related to a Product Table. I also have an Order Table related to the Quote Table. I have a filemaker script using Set Field functions to copy the related Quote data to the Order when the Quote is accepted. How can I copy the Lines Quote portal data to the Lines_Order portal?

It seems to me that the Quote:: kp_QuoteID is referenced on all the Lines_Quote records. Perhaps I can create a found set based on the kf_QuoteID on the Order and then loop the Set Field function but I am not sure how to create the found set. Nor really how to create the loop.

Any advice would be welcome.

There's many quote to order threads on the forum. Try a search.

Go to related records Quote>Lines_Quote will isolate the children line items. You could add a _kF_OrderID field to the line item table and use it for both parents (Quote and Order). Do all line items become order line items?

You could also give the Order a QuoteID, and then view the Quote Line items in a portal on the Order form. Then "move" them over via a script to the OrderLineItems table or simply individually set their _kF_OrderID.

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.