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Save draft quotes

By: D S | Asked: 11/08/2023
Forums › Category: How-to › Save draft quotes
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D S asked 1 year ago
Hi,

I have a multi-step product configurator form which will build a quote.

A user needs to be able to create mulitple quotes and have the option to save the quotes for later or submit the quote to order.

Within the users my account area they need to be able to view all saved quotes and view all submitted quotes.

When a user opens a saved quote they need to have the option to submit the quote for order. Within the sumitted quotes/orders they need to be able to view them and reorder/resend.

Currently I have setup the multi-step form and included a radio option to allow the user to save quote or order. I have created two views
  1. For saved quotes which filters entries by 'save quote'.
  2. For submited orders which filters entries by 'orders'.
This is working as it should but I need to know if it's possible to add a button to each view to allow the user to submit the entry again?
Rob LeVineRob LeVine replied 1 year ago

What is involved with "submit the entry again"? If they need to edit field values and save, you can simply send them to an editable version of the form which allows them to make changes and update/submit. If nothing is being changed other than its status, you could write a few lines of jQuery/ajax to call a PHP program that sets the value in the entry so that it is now, "submitted" rather than "saved".

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