AnsweredAssumed Answered

Selected Lineitem to Layout

Question asked by jo@syn on Feb 7, 2014
Latest reply on Jul 4, 2014 by Mike_Mitchell



Can anyone help me with the simplest way to select and copy a portal row, not necessarily the first, to a new layout. All I have been able to find so far relates to creating portals not 'moving' them. I have a Quote table with a quote_lineitem portal which holds multiple quotes for each Customer. When the quote is accepted I need to copy the confirmed quote to a Job layout (based on the Quote table) for the production team. This should generate a JobID serial number and be on one tab in the new layout as it needs to be printed for the production team.


Please help, I have tried several scripts but they only ever pick up the first lineitem and do not generate a JobID. I am obviously missing something and am going round in circles.