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Populating new record with data from last record

  • 1.  Populating new record with data from last record

    Posted 10 days ago
    We have a daily progress note table where daily updates to Projects are entered.  There is a new request to add tasks to the progress note table with % that are updated daily.  

    I created a child task table that is related to the progress note table.  Tasks are very simple Text, %, checkbox if applies
    I created a CopyMasterDetailButton to pull in the list of tasks but have been asked to populate these tasks with the the last % and checkboxes.  

    I am debating between using pipelines or moving the Tasks to the Project level (using a snapshot for the individual tasks).   Wondering if either of these approaches will work or if anyone has another suggestion.

    Thank you!

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    Christine White
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  • 2.  RE: Populating new record with data from last record

    Posted 9 days ago
    I am wondering if instead I can use a formula for the CopyMasterDetail to pull in the last tasks from the Project  looks like sourceRID?


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    Christine White
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  • 3.  RE: Populating new record with data from last record

    Posted 9 days ago
    I did read your post yesterday but never responded because I really couldn't understand the question. Could you take a better shot at trying to explain what you were trying to do here. It sounds like you were trying to have a nightly process to copy forward some child records from one parent to another?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 4.  RE: Populating new record with data from last record

    Posted 9 days ago
    Edited by Christine White 8 days ago
    Thanks....I figured it out with a more straight forward approach.  I am using a formula for the SourceRid.  If a previous note with task it will copy that record, if not it will use the blank original.

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    Christine White
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