Cloned page: All field updates not carrying over to new record

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  • Updated 3 years ago
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I have a cloned quote page. Which the detail and line items are cloned to a new quote. When I push save a few fields are updated, the record is saved and then you are redirected to the detail page. The problem is there is one field that gets updated properly in the cloned page but the value is not showing in the detail page. 

The field that I am having a problem with is "Quote Valid For" it is a number field and it needs to default to 30. Since this is not a "new page" I can not just set a condition. So I update the field row in the "save" button. The value does not carry over to the detail record. I tried creating a workflow that whenever a new quote is created that field will default to 30. That did not work either for this cloned page.

Has anyone else run into this issue and found a solution?

Thanks!
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Tami Lust

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  • confused

Posted 3 years ago

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mB Pat Vachon, Champion

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Sounds like there is something else setting the value after the save outside Skuid. A workflow, process builder, trigger, etc.

What happens when you create a brand new quote and set the "Quote Valid For" field? Is the value you set kept?
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Tami Lust

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That is what I thought as well but I could not find anything. I will check again though. When a new quote is created there is a condition set for the value to be 30. 
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mB Pat Vachon, Champion

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Sure. just emailed you.
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Tami Lust

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Thanks just emailed you back.
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Tami Lust

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I think I have this working now. I changed the "Clone Model Data" on the main model. Originally I had it set to "Yes" I changed it to "Yes, if 'clone' parameter is present in URL. I tested on multiple quotes and the Valid for date stuck.
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mB Pat Vachon, Champion

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Ah!!! You took my fun away. It was going to be a hunt. ;)
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Tami Lust

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Fear not my friend I am sure I will have a new hunt for us!