Copy Functionality

[JayG]

Hello All,

Following is my data structure:

1) Master - Table (Quotation)

2) Multiple Child Tables that makes up 1 Quotation (having common Quotation ID) which in turn as multiple records

The ask is to have "Copy Quotation" functionality.

Can you please suggest how this can be best accomplished?

[Denny774]

Hey man,

it's very easy to accomplish. With a "Duplicate" Action.

Cheers

[JayG]

Hi @Denny774 - Thanks for your revert, can you please explain a little bit in more detail how can it be done? Thanks 

[Denny774]

...

[JayG]

Sorry I still didnt understand it, how multiple child records are copied in this?

What you have mentioned in point 4 - These are different tables with multiple records. [_THISROW].[Temp-ID] is not available

[Denny774 · Accepted solution]

Hey, 

you gotta create that Temp-ID in the Original Record first (Create a new (physical) Field for that and name it Temp-ID or Template-ID or Temporary-ID or whatever. Otherwise you would never be able to know what new Quote-ID was created for the new (copied) record, which in turn you need to know (while copying)  to process and assign the Quote-ID (Temp-ID) to the child items 😁

[JayG]

@Denny774 - Thank you. Logically I was clear what you mentioned, but I was struggling with "how". Finally managed to achieve it 🙂

[gloer]

@Denny774 it seems like you provided detailed steps for this  ("What you have mentioned in point 4") but I can't see those points. Could you repost? I'm trying to do exactly this, I get the concept but having the steps listed will save MANY hours. 

I've searched and read all sorts of solutions for this "copy parent and all children" and they're not well explained. Your posts on other topics are super easy to understand, I'm guessing that your steps you described for JayG are easy to understand as well.