Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoIs the Quote the top level parent? Or does it have a Parent itself, like Customer? ie 1 Customer has many Quotes.
I guess what I am suggesting is that here is a version of the wizard button (and APIs) that will create a new Quote along with the std children rom a template Quote Record. so you would click that button to create a Quote along with the children, then separately if you need more children you can push your existing button.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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I guess what I am suggesting is that here is a version of the wizard button (and APIs) that will create a new Quote along with the std children rom a template Quote Record. so you would click that button to create a Quote along with the children, then separately if you need more children you can push your existing button.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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DawnRene2
5 years agoQrew Member
That might work.
Customer is top level parent above Quote but since Customers have a connection to another app and are automatically uploaded based on the other table, Sales Reps will be entering Quotes directly in the Quote parent table. Although may be possible for me to retrain them to enter from the Customer table. :)
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Dawn Rene
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Customer is top level parent above Quote but since Customers have a connection to another app and are automatically uploaded based on the other table, Sales Reps will be entering Quotes directly in the Quote parent table. Although may be possible for me to retrain them to enter from the Customer table. :)
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Dawn Rene
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