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JenniferMeyer's avatar
Qrew Member
3 years ago

Can I create a line item in my estimate based on a multiple choice answer

Here is a loom video I created showing you an overview of what I am trying to do.  
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Basically what I am trying to do is to create a line item in the estimate based on multiple choice answers in the table.  Please tell me this is possible. 

Thank you,

Jennifer Meyer

1 Reply

  • You seem to have a pretty limited number of multiple choice fields which need to trigger the addition of a line item.

    I suggest that you create a set of summary checkbox fields (using the "any children" field setting) to detect if the Job already has the various possible required Line items.

    Then for each separate radio button field, have an Automation or Pipeline fire (if a pipeline use a trigger of on new event), if automation the trigger will on add or modify.  The action will be that if the required line item is not yet there to create it.

    Mark Shnier (YQC)