Verknüpfung von Projekt zu Angebot

Hallo Forum,

wir haben unter Projekt ein selbst erstelltes Textfeld. Der Inhalt ist z. B. Kundennummer. Gleichzeitig habe ich unter Angebot das gleiche Feld erstellt (als Verknüpfung), dass es z. B. die Kundennummer gleich übernimmt. Leider übernimmt es mir immer nur den Projektnamen. Was mache ich falsch? Was muss ich berücksichtigen?

Wenn ich irgend etwas vergessen habe, weißt mich bitte darauf hin.

SG

Can you post this in English??

Sorry, my english ist not so good.

translatet with google :slight_smile:

Hello Forum,

we have a self-created text box under Project. The content is, for example, customer number. At the same time, I’ve created below offer the same field (as a link) that, for example, the customer number does the same. Unfortunately, it takes me only the project name. What am I doing wrong? What should I consider?

If I’ve forgotten anything, please know me out.

I still dont really understand, google translate is not very good, Thats why I did’nt try and use it.

From what I do understand I think you want to use a Relate field rather than a link field.

I maked one field with Name “Kundennummer” in Modul Project. I also maked a field with the same name in quotes. When i fill the field “Kundennummer”, i wont, fill automaticly the field “Kundennummer” with the same text in modul quotes.

That will require custom programming. Look into after save logic hooks.

You will have to create a relationship between project and quotes in studio then use an aftersave logichook to on projects that looks for the related quote and fills in the field in quotes with the value from the project.

Hi Andy,

i take a relationsship from projekt to quotes. See the Picture “Studio Projekte Beziehungen”
My primary modul: projekt
Typ is: many to many (i have more fields with the same customernumber)
the second modul: quotes

I have also a relationsship from quotes to projekt.

I make also the same field in projekt an quotes (in the picture: Schadennummer / Versicherung / Versicherungsnummer) In Projekt i have a Textfield an in quotes a linkage field.

You can See in the Picture (Projekt) i can only try TEST vor “Schadennummer” von not the Field “Schadennummer” with the number 33333.

i hope, can understand my problem.

Im sorry I just dont understand what your trying to do.

Are Schadennummer, Versicherung and Versicherungsnummer independant modules?

Schadennummer, Versicherung and Versicherungsnummer are created fields in modul projekt and modul quotes