How to add multiple child records to an unsaved parent based on user choice for the number of child records added

You should be able to make a button using the wizard to copy a Quote and its children.  The button will be created on the Quote.  Then you would expose the code from that button which is on the Template Quote record (which you temporarily put on the form, just to grab the code for the Template record) and say paste it into a URL button on the Dashboard Home page.

So the reps will do to the dashboard, click, and land on a newly created quote with children.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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