Button to start automation
I have a form where our sales guys are quoting pricing. Once the quote is completed and finalized I want a button that says "order" which then will take the quote form relevant information and start a...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendOften it's so much easier to have the Quotes table be the same table as the Orders Table. Just a different Status. Are you sure you need to copy to a different App?
it can be done, but if your Order has a Header Record as well as Child Lines it more technical to set up and likely beyond the scope of this Forum to answer here.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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it can be done, but if your Order has a Header Record as well as Child Lines it more technical to set up and likely beyond the scope of this Forum to answer here.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Im sorry. I have a different table right now for orders and a separate table for quotes. I misspoke- they aren't separate apps, just separate tables.
The only thing I really need is 1- a quote table that is user specific (only dealers can see their related quotes and nobody elses) which is already done, and then 2- an orders table that only our office can see. Orders submit from our dealers shouldn't be visible to anybody else but us. Which again would be fairly easy- but I was thinking a separate table that only we had permission for. I just need a button on their end to push it to our orders table.
Thank you,
Mike Klausing
------Original Message------
Often it's so much easier to have the Quotes table be the same table as the Orders Table. Just a different Status. Are you sure you need to copy to a different App?
it can be done, but if your Order has a Header Record as well as Child Lines it more technical to set up and likely beyond the scope of this Forum to answer here.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- MarkShnier__YouAre you saying that each of your dealers has their own userid? Is that how you are limiting access to only their own Quotes.
As for making a button, I can help you with this on a one on one basis. Contact me at mark.shnier@gmail.com if you like.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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