Method:Classic General Q&A

Re: Retrieveing a Grid

NeilRick — Tue, 05 Feb 2013 20:28:54 GMT

I just wanted to say thank you for the help. I will be testing out your tips to see if they work for me in my current setup.

-Neil

Re: Retrieveing a Grid

Method_Adam — Mon, 04 Feb 2013 20:07:49 GMT

Neil,

Just so I understand correctly, you essentially want to survey customers based on the items the estimates are based off of. Am I correct here?

If the info is already stored in a grid, it is already stored in a table. I don't see why you need to create a new table. I am thinking you can store the recordID for each record in the table the grid is based off of as a shared result. This would allow you retrieve the same record on your survey screen. Another idea would be to setup a similar grid on your survey screen, and filter it to your needs. You can then use the "Loop through Grid" action to pull the values that you want.

- Adam

Retrieveing a Grid

NeilRick — Fri, 01 Feb 2013 19:12:36 GMT

Hello All!

Our company uses a grid on our estimates page in order to display all of the item numbers/ descriptions / Quantity and the like a customer is interested in. For each client our sales reps will use this unique grid that saves what the customer is purchasing and all of its details.

I am attempting to set up an item survey tool on another page and need to somehow retrieve the grid info as a whole for each clients order. I would be trying to set this up as an action that happens once a customer’s Estimate has been emailed out.

So in other words I need each customers unique grid info to somehow be retrieved and stored in another table for another screen. I need to do this in such a way that per a reference (record id or some other identifier) I can have all the data from the grid populate in an email that will be triggered per a button with a date difference conditional statement.

To further breakdown-

1. Somehow store each unique grid record into another table as estimates are being emailed out.

2. Be able to call to each record from the new table so that when a button is pressed and a conditional statement is met the correct items are mailed to the correct client so that they can be asked to fill out a survey for the item grid I am trying to get into the email.

Any ideas or tips are greatly appreciated!