Is there a way to duplicate elements from Project Elements list?

Comments

5 comments

  • Aaron Horn

    Hey Petras,

    There is no shortcut for building new Project Elements in Flex.  Manual is the only way to go.  Perhaps in the future.

    Beyond answering your direct question, I would suggest caution with building additional quoting elements.  Not to say that there's never a justification.  I mention this as managing and harvesting data from additional elements adds additional complication.  When you say template, I'm curious what your need is.  Without knowing your Flex knowledge, I'm wondering if you've explored additional views within the element or even customizing the quote reports to get you what you need.  Most of the time, when clients refer to templates, they simply mean a pre-populated quote to start from.  This is also achievable without additional project elements.

    Aaron Horn
    Consultant (endorsed by Flex)
    aaronjhorn@gmail.com
    615.335.1225

    0
    Comment actions Permalink
  • Petras Balsys

    Hello Aaron,

    Thanks for a swift response! For our concrete example, we'd like to have one quote that we can print in English and one that basically prints in our native tongue (Lithuanian).What would you suggest as the best way to tackle this? Also, the one I manually copied I intended to use for testing , to allow myself less repercussions for experimenting.Is this also considered a bad practice? 

    Thanks again

    0
    Comment actions Permalink
  • Aaron Horn

    Hey Petras,

    As far as adding another element for testing purposes, I think that's probably a good reason to create another element.  I don't really have any concerns for you there.  Also, Flex offers sandbox or beta versions of your instance at a discounted rate if you want a completely separate instance to play with.

    When it comes to having quotes in different languages, I don't believe there's much to gain by creating another element.  I admit I don't have much experience in needing to juggle 2 languages.  But I believe the only regional or language settings in Flex are at the Business Location level.  So even if you created another element, I don't think there are any language controls at the element level.

    However, within a single element, you can create multiple views.  You'll see the list of available views across the top of your Quote.  Working View is a common view in client systems.  You can edit and build new views.  The great thing about Views is that you can edit the caption of the different fields.  Instead of Price, you can label it Kaina (translation?).  So you could have a view or 2 that are dedicated to Lithuanian use.

    The Default Financial Document would respond to the new captions when generating the report from that view.  I would hope many of the stock Flex reports would respond to the new captions, but if not, or if you're needing report tweaks, custom reports is a service I offer.

    Does that help?  Follow-up questions?

    - Aaron

    1
    Comment actions Permalink
  • Aaron Horn

    Petras Balsys,

    I was chatting with Benjamin 'Bigs' Coppel whose the other endorsed Flex consultant.  He suggested instead of creating another Quote view, just build a custom report that has everything labeled in Lithuanian.  You could even use another inventory field and populate the Lithuanian item name equivalent and pull that in the report.  Bigs and I both do custom reports and are eager to help if you need it.  But it's only fair to say that this idea was his.  Hope that helps!

    - Aaron Horn

    1
    Comment actions Permalink
  • Petras Balsys

    Right, I'll check that out! Will be back once I have more questions! 

    Thanks again!

    0
    Comment actions Permalink

Please sign in to leave a comment.