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Estimates Starter Solution--add category sort

Question asked by MatthewEzzi on Nov 14, 2013
Latest reply on Dec 28, 2013 by PaulJones_1

Title

Estimates Starter Solution--add category sort

Post

     Hi,

     I'm trying to modify the Estimates Starter Solution database.  When creating an estimate I'd like to be able to choose the category first, then the item selection drop down list would only show those items within that selected category.  This would make entering estimates quicker as my products table is fairly large, but more manageable once sorted by category.  Can someone point me in the right direction with a general overview of how to accomplish this? Should I make a new table (say, Items_temp) in-between the estimates and estimates data table or can I just modify the existing relationships in the estimates and estimates data table? I'm sure this has been mentioned on the forum somewhere but having little luck searching--referencing a previous similar thread would be just as helpful.

     Thanks,

     Matt

      

Estimates_starter_solution.jpg

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