AnsweredAssumed Answered

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