Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoThe typical set up this this.
one order has many order lines.
one product sku master has many order lines.
the order lines will thus look up any sku product master info from the Parent sku master.
if there are any of the lookup fields that you need to freeze, so they do not change in the future, then you create another fields of the same type as the lookup, such as yet if numeric, and the. Enable the snapshot feature for that field. I'm just on an ipad now and don't have a handy link to the help on snapshots but look for the help on snapshot fields.
https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
it is also possible to do it the way you described with actually copying a Record into your quote, but the setup is more complicated.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
one order has many order lines.
one product sku master has many order lines.
the order lines will thus look up any sku product master info from the Parent sku master.
if there are any of the lookup fields that you need to freeze, so they do not change in the future, then you create another fields of the same type as the lookup, such as yet if numeric, and the. Enable the snapshot feature for that field. I'm just on an ipad now and don't have a handy link to the help on snapshots but look for the help on snapshot fields.
https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
it is also possible to do it the way you described with actually copying a Record into your quote, but the setup is more complicated.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------