How to Copy Record and Copy Children
My QB has a table of "Invoices". Each month the users "copy" the invoice for the new month. Most fields stay the same, including a list of children "Lines". When they copy an invoice, the child lines...
Forum Discussion
I am trying to create a copy button on a table called Actions, but like Sarah above, it is not listed as as a table option in App Management. What can I do to get the table to show up, so that I can copy action items?
Once that problem is solved, is there a way to put the button in grid edit? We need to create the same action item on multiple projects. We will just need to change the project name for each action.
Once that problem is solved, is there a way to put the button in grid edit? We need to create the same action item on multiple projects. We will just need to change the project name for each action.