BKamp

Duplicate a record and her related records

Discussion created by BKamp on May 10, 2016
Latest reply on Jun 7, 2016 by BKamp

Hi guys!

 

I need to add some features to my bookkeeping system. I started out with the standard bookkeeping system by filemaker to keep track of clients and invoices.

 

In my invoice table I have a field (invoice/quote) to select if it's either an invoice or a quote/bid. Whenever I sent a `quote`, and the client accepts it, I would like to copy the quote` record and it's related records (invoicedata) and set the field to `invoice` instead of `quote`

here's my table setup:

client<->invoice<->invoice-data

 

I created this script so far on the invoice layout:

-set var $clientID

-set var $invoiceID

-duplicate record (the invoice)

-set `invoice/quote` field to `invoice` instead of `quote

-set client ID field with $clientID

 

now, how can I duplicate the related invoice-data records and set their `invoiceID related field` to the newly created invoice's ID?

 

thanks!

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