Button to start automation

Question

I have a form where our sales guys are quoting pricing. Once the quote is completed and finalized I want a button that says "order" which then will take the quote form relevant information and start an automation that 1- turns the status on their quote page to "sold" or "ordered", but more importantly I want that button to send us relevant information off that quote to our other application that shows us all orders submitted.

I imagine the best way to do that is with an automation that this button can then trigger? Is this possible?
To make it better yet, I want them to click "order" and a clarifying question pops up almost as a confirmation- and then they click an option on this page that then in turn actually submits the order to us.

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Mike Klausing
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MarkShnierYou · Answer

Often it's so much easier to have the Quotes table be the same table as the Orders Table. Just a different Status. Are you sure you need to copy to a different App?

it can be done, but if your Order has a Header Record as well as Child Lines it more technical to set up and likely beyond the scope of this Forum to answer here.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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