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...
Forum Discussion
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.