Can basic information copy to a new table once status is changed?

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Is it possible to have one table for tracking the bidding process and when the status of the bid is changed to "awarded" have the basic information copy from the bid to an order on a new table for project management tracking? 

I have three tables: Customers, Bids and Orders. I want a new order to pull information from the Customers table when the "Customer Name" matches up and  pull information from the Bids tables when the "Bid #" matches.


Thanks! 

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Jasmine

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Posted 4 years ago

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4 years ago
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Natalya

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Good morning Jasmine,

There are definitely a few solutions in creating this. Are you looking to just have an entry of when the bid became an order? 

If you are trying to convert a bid to an order you could create an API button that would create a new order based off of information from the bid.

If you are looking to create an API button, please feel free to submit in a case so we can help you set this up.

Thanks!

Natalya Waye | Customer Care Representative
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