3 Replies Latest reply on Feb 13, 2016 1:30 AM by monkeybreadsoftware

    create a record in another layout using current record data

    Jamiesmith

      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