Combine URL buttons' api cals

You cannot do this with a URL button as the Newly created sales order does not yet exists so the Record ID# of he Sales opportunity is not known.

But you do know the Record ID# of the Opportunity and that can be written to the sales order.

Then tigger an Automation or a Pipeline to trigger when a sales Opportunity is created and the [Record ID# of Original Opportunity] is not blank, and the action will be to copy across those records.

However there is not API to copy file attachments so for those I suggest just using a Report link field on the Sales Order to display the Documents as an embedded table on the form.

In fact, you could simply this 90% by not bothering to copy these across at all, but just show the respective Report Links embedded on he Sales Orders for matching to the the [Record ID# of Original Opportunity]


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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