1 Reply Latest reply on Mar 6, 2014 9:08 PM by TKnTexas

    New record using existing data

    kentanderson

      Title

      New record using existing data

      Post

           I'm needing ideas on how to create a new record using existing data.  Example I have many proposal records, that sometimes turn in to jobs.  I have a table for jobs and a table for proposals.  Usually when i create a new job record, i am re inputing in alot of duplicate data.  Fore example Client ID Job Location, Price of Job.   Can anyone give me some ideas, or tips on creating a easy interface to turn a proposal in to a job record?  Something like a button to create a new job based on proposal Number.  I'm up for all Ideas Thank you in advance.

        • 1. Re: New record using existing data
          TKnTexas

               You can make the Proposal Record the only one (all other omitted).  Then import this record to the Job Table.  

               However, these should probably be one table, with a field to identify it as either a Proposal or a Job.  You could capture a date of change over.  Just a thought.