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copying fields from related records

Question asked by mgores on Feb 24, 2011
Latest reply on Feb 25, 2011 by mgores


copying fields from related records


I am writing a script that creates a proposal.  In some instances the proposal can have multiple line items.  I set up the line items as a separate table with fields for qty, item and price. (and a QuoteID for the relationship)

My script for the proposal is a series of insert text or insert calculated result steps that writes the proposal in a business letter type format into a final text field.  I am trying to figure out how to get it to list the related line items.

I would like it to look like this


Insert calc result   "The cost for (Quote::testing) of (Quote:qty) ( Quote:item) will be (Quote:price)" //repeat for however many line items there are.

End loop

Would this work?

Go to portal row - next, exit after last 

Insert my calculated text for line items like above

Insert my trailing text and signature stuff.

Or would I need to have a Goto portal row-first;  then a Go to portal row -next, exit after last