Estimates App from Apptivo helps you to create Estimates with the automated approval process. In addition, it allows you to Enable/Disable the Auto Update Toggle for the Ref app Field.
Consider estimates that have been created a month ago for a particular item, and there is a price change for that item now. For this scenario, the Ref app field helps us to understand the price change for the item and the auto-update toggle helps to control the price change in the old estimate calculation after the price update in the Items app.
- Login and access the Estimates App from the Universal Menu.
- Select an existing estimate from the List.
- Here the Estimate is created for an item with the Auto-Update Toggle on.
- Now, change the price for an item in the Items App.
- You can view the price updated on the existing Estimate in the Ref App field.
Steps to Disable the Auto-update Toggle
- From the Estimates App, click on the More icon (...) and select the Settings.
- Click on the Customize App Drop-down from the left panel and select the Master Layout.
- Click on the Ref App Field, navigate to the Inspector Tab on the Right side.
- In the Inspector Tab, under the Standard Behavior, you can view the Auto Update Toggle.
- By default, the toggle will be Enabled. Disable the Toggle and Save the Changes.
- Now, the price update will not get updated in the old Estimates. Here, change the price for an item in the Items App.
- In the existing Estimate, the price in the Ref App field does not change.
Related Links
How do I Create a Reference App field in the Estimates App?
