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JustinPauga's avatar
JustinPauga
Qrew Cadet
8 years ago

Line items from an estimate to a project

I have a table called estimates that has a one to many relationship with a table called items. This allows our project managers to add line items when they are quoting an estimate. I want to have a ta...
MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
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If you wanted to go with a 100% native option, you could use a combination of API edit buttons, and quick base 'actions' to edit the existing line items, and connect them to the newly 'won' project.
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This allows our project managers to add line items when they are quoting an estimate. I want to have a table called Projects that takes the information from an estimate and turns it into essentially a work order. I have been able to populate the Projects with all the information that I need from an estimate, however, I cannot get the items from the estimate to the related projects. Any help is greatly appreciated."},"Conversation:conversation:39318":{"__typename":"Conversation","id":"conversation:39318","solved":false,"topic":{"__ref":"ForumTopicMessage:message:39318"},"lastPostingActivityTime":"2018-02-17T07:41:00.000-08:00","lastPostTime":"2018-02-17T07:41:00.000-08:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:39318":{"__typename":"ModerationData","id":"moderation_data:39318","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:39318_1":{"__typename":"Revision","id":"revision:39318_1","lastEditTime":"2017-11-13T15:13:00.000-08:00"},"ForumReplyMessage:message:39319":{"__typename":"ForumReplyMessage","id":"message:39319","conversation":{"__ref":"Conversation:conversation:39318"},"author":{"__ref":"User:user:32480"},"revisionNum":1,"uid":39319,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"subject":"Re: Line items from an estimate to a project","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:39319"},"parent":{"__ref":"ForumTopicMessage:message:39318"},"body":"If you wanted to go with a 100% native option, you could use a combination of API edit buttons, and quick base 'actions' to edit the existing line items, and connect them to the newly 'won' project.","body@stringLength":"198","rawBody":"If you wanted to go with a 100% native option, you could use a combination of API edit buttons, and quick base 'actions' to edit the existing line items, and connect them to the newly 'won' 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