How do I copy a table or should I not do that

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I have a table in my app that collects new jobs.  I want to create a form so people outside of QuickBooks can put in a request for a new job.  The field names would be the same and a lot of the data will be collected will be similar.  Should I create a copy of this table or just create a form that is open to the internet?  If I do the second one can I tell the difference from a new job created by the folks on QB and the jobs that someone is requesting?  In other words the requests will not really become a new job until it is approved and added.

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Krista

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Posted 4 years ago

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Here is my opinion and how I would recommend to my clients.

I would copy the App and then use a Copy of your jobs table as the new app which is open to the internet.

I  find it gets confusing when part of an app is open to everyone on the Internet. For example, your internal users might come to the app while signed off and get the Dashboard for everyone on the internet. You also have to be super careful with Role security.

So I would Qualify your prospects in the Open app. Then when the job is ready to be promoted to the real app as an active Job, I would do a URL formula button to add a record to the main app and link it back to the Open app in a cross app relationship.