AnsweredAssumed Answered

Copy Data from Table to Table

Question asked by MattLeach on May 9, 2012
Latest reply on Jun 12, 2012 by timwhisenant

I'm working on an existing soultion that does quoting and invoicing in FileMaker 11.

 

The way it is currently setup there are two almost identical tables, Invoices and Quotes. Each table also has their own line item portal.

 

What im being asked to do i setup some kind of way to take a quote and turn it into an invoice. I've already tried to discuss this poor data structure as they are basically duplicating the data but it appears im not going to be able to change their minds on that.

 

The only things that have come to mind are:

1. Although not practical, setting variables and creating new record based on variables.

2. Export the Quote locally and import into Invoices.

 

What would be the correct, practical way to accomplish this? (Other than the obvious which would be changing data structure lol)

 

Thanks,

Matt

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