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Add Parent and Child in one Save (variation on a previous question)

  • 1.  Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 11:06

    I have the following tables

    Events (Parent to Internet-Clients)

    Internet-Clients (Child to Events) , (Parent to Problems)

    Problems (Child of Internet-Clients) (also Child to Clients which is an internal use only table)

    EOTI 'clients' will 'register' for an Event based on available event date/times.  We want to keep statistics on Event registration information.  When the EOTI (aka Internet-Client) form is used, a EOTI client will enter their contact info (with required fields) and a problem statement (which I want to go into the Problems table along with possible associated images).

    Any way to get the single Internet-Clients Parent and Problems Child added with a single 'Save'?  Right now, I have the form(s) working the way I'd like except you have to save the Parent before being able to access the Child (and I want the Problem to also be required as part of this add).

    I've thought about the previous answer and putting the problem statement in the Parent record and firing an automation to move the problem to the Child/Problem table but I'd like to avoid having to deal with the images.  The images are optional; so there may be none or one or up to four.

    It seems as if I make the add on the Problems table, I can't get to the drop down to populate the Event information and I want to keep the Event information tied to the Internet-Clients and not Clients.

    I also want to keep Internet-Client data separate from Client data unless someone internal connects the Problem to the correct Client (based on, say, matching email).



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    Katherine Oakey
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  • 2.  RE: Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 11:25

    Do you have the box checked to in Advanced Properties for the  "Save Parent Automatically" on  the Internet-Clients table?

    When that is checked and with appropriate instructions on the form, the users should be able to add Child Problem with our explicitly needing to save first, as it will Auto save.



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 11:46

    Yes, I have set Save parent record automatically.

    I select the Event, populate the Internet-Client information, click t he 'Add Ticket' (which is the URL to the Problem form), populate the Problem statement, click save, the screen refreshes, the Internet-Client information is in the table, but the Problem data is not in the Problem table.



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    Katherine Oakey
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  • 4.  RE: Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 12:22

    Is the Problem not saved (which seems impossible) or are you saying that it was created as an orphan not linked to the Parent Internet-Client form.



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 20:24

    Mark,

    Color me totally 'embarrassed'.

    I thought I was looking at all the Problems but I was not.  Changed the form I was looking at and yes, the Problems associated with the Internet Clients do appear.

    Where is the 'blush' but happy it is working the way I wanted it to.

    THANK YOU



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    Katherine Oakey
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  • 6.  RE: Add Parent and Child in one Save (variation on a previous question)

    Posted 12-21-2020 20:29

    Hey, take a win anyway you can and we just move onto the next crazy obstacle looking for an elegant solution..  That's the nature of Quick Base.



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------