AnsweredAssumed Answered

Linking data automatically

Question asked by treehaggis on Jun 21, 2016
Latest reply on Jun 22, 2016 by treehaggis

Hi

 

I'm very new to this so be gentle with me !

 

I would like to input data once in a client table e.g. Unique "Client number" Name address e-mail etc etc

Then open a new record in a separate Quote table when I enter the unique client number it populates all the other fields name address e-mail etc which were in the client table. At the same time creating  a unique "Quote Number" I would then proceed to enter additional data e.g. Description of work being quoted on price etc. Then after quote is accepted by client and work completed open a new record in a separate Invoice table when I enter the unique quote number it populates all the other (selected)fields  name address description of work and price quoted etc which were in the Quote table along  with creating a unique "Invoice Number" again I would add any additional info required.

 

How do I do this ?

 

I'm fine with creating fields using serial numbers etc its the linking I have the main problem with not sure if you would use relationships or formulas/scripts ?

 

HELP !

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