Mila Shvets 1/17/2014 5:26:30 AM
To replicate detail data for a master record via Multi-Record Table View Button, please make the following adjustment:
At first create a new reference column (Many-To-One type) in the Details table referring to the Master table. Let’s name it “Complementary reference column”.
Then create a Multi-Record Table View Button. This button will edit the “Complementary reference column” and will be placed in the details view you want to replicate.
When the button is created, you can add the New Record Create action with Assignments.
Don't forget to add the assignment where the “Complementary reference column” data is copied to the reference column used in the relation.
The “Complementary reference column” can be removed from the form and excluded from the default view, because it is needed only for the button.
How the button works:
You select all details records you want to replicate for another master record, click on the multi-record button and select the master record in the “Complementary reference column”.
As the result the system replicates details for the chosen master record.
How to create a reference column you may read here http://www.teamdesk.net/help/4.3.aspx
You may read more about Multi-Record Table View Button here http://www.teamdesk.net/help/11.1.3.aspx
about New Record Create action here http://www.teamdesk.net/help/11.4.3.aspx