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create a record in another layout using current record data

Question asked by Jamiesmith on Feb 12, 2016
Latest reply on Feb 13, 2016 by monkeybreadsoftware

hi all

 

i seem to be struggling with scripts and possibly using the wrong terminoligy

 

i have a record that has client data in, i want to click a button that jumps to a 'quote' layout and creates a new record and auto populates some fields from the previous record such as name, address etc....

 

i assume its a complicated and multiple script?

 

any help will be appreciated

thanks in advance

jamie

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