DawnRene2
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Re: How to add multiple child records to an unsaved parent based on user choice for the number of child records added
Good morning Mark, I followed your directions and copied the URL from the Quote record button, Import Detail Records ("javascript:void(copyMasterDetailButtonHandler('&relfids=23&sourceRID=7&destrid=" & [Record ID#] & "', 'bqxda6ev4'))") and pasted that into a url button on the dashboard and it goes nowhere, just a blank page. The button works when I am in the actual Quote record but not on the button on the dashboard. So I must be missing something. Thoughts? Thanks! ------------------------------ Dawn Rene ------------------------------1View0likes1CommentRe: How to add multiple child records to an unsaved parent based on user choice for the number of child records added
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. :) ------------------------------ Dawn Rene ------------------------------2Views0likes4CommentsRe: How to add multiple child records to an unsaved parent based on user choice for the number of child records added
Thanks Mark, That was too slow so I ended up doing the Copy and Master Detail button and template and they can delete any they don't use. Question: Is there an easy way to add the details automatically when they open Add a new Quote without having to push the button? I'm afraid I don't know a lot of API. If not, this will do. Thanks again! ------------------------------ Dawn Rene ------------------------------9Views0likes6CommentsRe: How to add multiple child records to an unsaved parent based on user choice for the number of child records added
I am Mark - the quote line items are in Grid Edit on the Quote form. Sorry/apologies, I forgot to mention that I have a conditional field for the line item products that is dependent upon a location lookup from the Quote and that does need to be passed down to the child. The conditional field does not work on the Grid Edit as it is a lookup. ------------------------------ Dawn Rene ------------------------------38Views0likes10CommentsHow to add multiple child records to an unsaved parent based on user choice for the number of child records added
Is there a formula URL where I can add multiple child records based on a number chosen by the user before the parent is saved? I have two tables - Quotes (parent) and Quote Line Items (child). On the Quotes table I have an editable embedded report so they enter quote line items directly on the Quote. On Quotes I also have a field called "# of Line Items." I want the user to choose the number of quote line item child records that they want, click the button and have that save the parent Quote and create the number of child quote line items that they have chosen. No information needs to be brought to the child but the Record ID# and Quote Name. Thoughts? Thanks! Dawn ------------------------------ Dawn Rene ------------------------------10Views0likes12CommentsHow to calculate the number of days it takes to do a job based on hours
I have a numeric field [Total Duration Hours] that I need to convert to Days based on a 10 - hour work day. So if I have a total of 11 Duration Hours to complete a job, it will show that it will take 1 business day (10 hours) "plus" to complete. Any thoughts? ------------------------------ Dawn Rene ------------------------------7Views0likes2CommentsIs there a way to create a formula field to populate a related field on a form rather than using a form rule?
I have a parent table (Quote) to chose a construction type on the form. Child table to Quote table to choose a location. Average Hourly Rate parent table to child Quote table. In the Average Hourly Rate table I have 10 records that include a construction type, location, and hourly rate. I have form rules set up in the Quote table that changes the Related Average Hourly Rate based on Type and Location choices and brings up the corresponding Average Hourly Rate. However, I'd like to know if there is a formula I can write to change the Related Average Hourly rate rather than using a form rule to bring up/populate the same information. My boss prefers formula fields to form rules and I'm just not sure how to do this or if it is possible. Thanks! Dawn ------------------------------ Dawn Rene ------------------------------12Views0likes1Comment