Michael Barkemeyer
Member
- Local time
- Today, 08:51
- Joined
- Feb 2, 2020
- Messages
- 54
Hi everyone,
Background:
I am trying to simplify invoice entry.
The user enters the activity to be invoiced using form: "ServiceCharges"
The invoice activity for each record could potentially be charged across multiple client projects. To do this, the user selects one or various client projects from the multiselect dropdown box.
The Ask:
How do I copy all the records to a new table (where I can then generate individual Invoices), while at the same time splitting out those records that have multiple client projects associated to them?
As an example: If record #1 on form: "ServiceCharges" has 3 projects checked in field: "Projects", then add 3 records in table: "SplitOutServiceCharges" using each one of those projects.
Thank you for your help!
Background:
I am trying to simplify invoice entry.
The user enters the activity to be invoiced using form: "ServiceCharges"
The invoice activity for each record could potentially be charged across multiple client projects. To do this, the user selects one or various client projects from the multiselect dropdown box.
The Ask:
How do I copy all the records to a new table (where I can then generate individual Invoices), while at the same time splitting out those records that have multiple client projects associated to them?
As an example: If record #1 on form: "ServiceCharges" has 3 projects checked in field: "Projects", then add 3 records in table: "SplitOutServiceCharges" using each one of those projects.
Thank you for your help!