jeffs88keys Posted December 1, 2014 Report Share Posted December 1, 2014 "Quote_table" holds data submitted by prospective customers. Includes name, address, phone, email, but also other information important to developing a quote. When the prospect becomes a client, I would like to run a routine that automatically copies the name, address, phone, and email fields of the Quote_table to similarly named fields in "client_table" (the table in place for existing clients). This would be done with a click of a button. I searched but couldn't find any other forum topic on this. Can anyone offer some guidance? Quote Link to comment Share on other sites More sharing options...
Jan Posted December 1, 2014 Report Share Posted December 1, 2014 Hi jeffs88keys, You can create a Single Update Form. When a client changes the status of client and clicks "Update", fields are passed as parameters to the Submission Form. You can use the Auto-Submit script for this Submission Form. Quote Link to comment Share on other sites More sharing options...
Kurumi Posted March 4, 2019 Report Share Posted March 4, 2019 Hi @jeffs88keys, You could use Tasks or Triggered Actions when it comes to moving the data from your Quote_table to the Client table. You could have a condition that every time it changes to the client, it will move their information to another one. For more information about Tasks and Triggered Actions. Here are the links: https://howto.caspio.com/tasks/https://howto.caspio.com/tables-and-views/triggered-actions/ I hope this helps! Quote Link to comment Share on other sites More sharing options...
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