There are several solutions, but here is a no code solution.
Make a saved table to table import to copy selected record from Customers to Plow Orders. I suggest boiling your filer in the expert Report down to 1 check box field called [OK to create Plow Order?}. I have found that complex filters do not always work on saved table to table imports.
Make a new table called Create Plow Orders. It does not need ot have any fields, but for the Home page report show the Date Created and the Record Owner.
Create an Automation to trigger when a record is added to that table. The action when it fires will be to run the saved table to table import.
Feel free to Post back if you get stuck at any of these steps.
This can also be done with a URL formula button to trigger the import and then land the user on a report of the newly created Plow Orders, but there is a small amount of code to put in a URL formula field,. Contact me directly if you want to implement that more elegant solution.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commarkshnier2@gmail.com
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