Transcript:
0:00 [Music]
0:05 hi everyone mike from north52 here
0:08 and in today's video we will show a
0:09 decision table that can create a quote
0:12 from an invoice
0:13 and then open that quote so the business
0:15 requirement for this scenario
0:17 is as follows a button needs to be added
0:20 to the invoice form to trigger the
0:22 formula
0:23 for the given invoice header the formula
0:26 must create
0:27 a quote header the formula must also
0:29 loop over
0:30 all the invoice line items and create
0:32 quote line items attached to the
0:34 previously created quote header record
0:37 to understand how this is done the
0:39 decision table can be broken into three
0:41 sections
0:42 create quote sheet create code details
0:47 and open quote
0:50 so let's look at the quick quote sheet
0:52 first
0:53 so this sheet will create the quote
0:55 using invoice fields
0:57 note that as an invoices potential
0:59 customer can be a contact
1:01 or an account we will need two different
1:04 rows one for contact
1:05 and one for account so now let's look at
1:09 the code details
1:10 so this sheet will create the quote
1:12 details from the invoice details
1:16 it will loop over all the invoice
1:18 products and create an equivalent quote
1:20 detail
1:20 there are two types of product existing
1:23 or writing
1:24 so we will need a row for each and
1:26 finally
1:27 the open quote cheat so this sheet will
1:30 open up the code that we have just
1:31 created
1:33 okay so now let's see this formula in
1:36 action
1:37 so we go back to the invoice and we'll
1:40 click the button
1:42 and you can see that it opens up the
1:44 quote
1:46 and its line items have transferred over
1:48 to quote line items as well
1:52 thank you for watching and if you have
1:53 any questions about how North52 can
1:56 help your organization
1:57 please get in touch also please
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