Hi guys,
I have a CRM App.
Opportunities have 0, 1, or more Quotes.
When there is no quote, I have an editable “Amount” field.
When there is one or more quotes, I have a “Quote Amount” field that I want to auto-fill with the amount from the MOST RECENT quote (based on its date and time).
I already have a Timestamp field in my Quotes table to order the quotes.
But than stuck on the next steps.
tks for the help
I would just populate that “most recent amount” field with the quote amount using a record rule when saving the quote. It will always reflect the most recently saved quote.
Hi and tks Leigh,
That would be the easiest way.
More context:
My Quote page contains popup to add items, and the line items table actualize alone, and the conected total Amount.
Also the line items table has Quantity and Discount line edit fields that actualize alone the table.
So I do not have per se a quote Form that can actualize the most recent amount when submitted.
I do have a Refresh Data button under the line items table to use when needed, so I could put the actualization rule there. But when editing the Quantity and Discount the table auto actualizes and the button does not need to be clicked.
ok, I found an other easy way.
I adapted the Refresh Data button and added to it Fill Amount:
”Refresh Data / Fill Amount” button.
The great thing is that it keeps the Opportunity Amount field editable.
The bad thing is it is not automated. But maybe there is a good side to it.
Thank for the ideas and support!