Question

Copy table to another form in same process

Forms Version 9

Updated November 5, 2015

asked on November 5, 2015

Hi there,

Is it possible to copy an entire table on to another form?

We have a process where we create a quotation, and then once approved, we create an invoice from that quotation.

Right now I'm using a workflow to save the table data from the quotation form to a database table, and then the invoice form does a look up on those database values.

We have had some issues with users omitting items from the quotation form on the invoice form, so to avoid this I'd like to have the information duplicated, but items can still be added or deleted as needed.

Thanks.

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Answer

SELECTED ANSWER

replied on November 5, 2015

You should be able to use the variable of the table you created to drag and drop onto other forms in your process. Then you'd see the information already entered and have the ability to enter more information or change what's there.

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replied on November 5, 2015

Thanks, I tried that before and it didn't work, inexplicably it does now....

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Copy table to another form in same process

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