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Ok Still Can not figure it out..

Question asked by LuisN on Jun 21, 2010
Latest reply on Jun 26, 2010 by LuisN

Title

Ok Still Can not figure it out..

Post

I am in Invoice view. I created a proposal which is a different Form View from Invoice. So its all in the same DB. i have the relationships right etc.

 

I have a field, that is a drop down.. called Proposal ID. i want to be in Invoice view, "Creating a new invoice" and choose the Proposal. This will copy all Line Items from Proposal xyz into my new invoice. whats a good way to get this done?

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