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.
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