How To Apply Quoted Products Automatically To An Order Using Quick Base Actions

How To Apply Quoted Products Automatically To An Order Using Quick Base Actions

How To Apply Quoted Products Automatically To An Order Using Quick Base Actions

 

With the introduction of Quick Base Actions two months ago, customers love the additional enhancements it enables to their workflow. Here’s one use case developed with a customer.

 

Scenario – Apply Quoted Line Items to an Order

Imagine you create a Quick Base application to track your order processing. Customers call your team requesting quotes for different products. Currently, you have a many-to-many relationship set up between the Quotes table and Products table.

Many-to-many relationship diagram for Quick Base Actions Example

 

When your users convert a quote to order, they must manually re-select the products on the order form. They’ve complained for months, and now with Quick Base Actions you finally have an automated solution for them!

 

Setting Up the Quick Base Action

After reviewing the relationship diagram for your application, you’re ready to take these steps:

Step 1. On the Orders table, create a new [Report Link] field labeled ‘Quote Products.’

Step 2. In the field settings, select from the dropdown ‘Related Quote.’

Step 3. Click the ‘Select Target…’ button, pick your application name, and then the ‘Line Items: Related Quote’ value.

 

Setting up report link field options in Quick Base Actions example

 

Step 4. Switching to the Quick Base Actions page, click the ‘+ New Action’ button.

Step 5. For ‘WHEN an order is’ option, select the ‘added’ choice.

Step 6. For ‘THEN perform an action’ option, select the ‘Edit related records’ choice.

Step 7. For the Report Link choice, select your ‘Quote Products.’

Step 8. In the last area, choose ‘Copy the value from,’ then ‘Record ID#,’ and finally ‘Related Order.’

 

How to set up a new Quick Base Action Example

 

After saving your Action, as users convert a Quote to an Order, any Line Items (and by extension the products) linked to that Quote will automatically link to the new Order.

How have you been using Quick Base Actions at your company?

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