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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

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.

Posted

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.

This topic is 4685 days old. Please don't post here. Open a new topic instead.

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