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Copying projects and moving projects to a different campaign

  • 1.  Copying projects and moving projects to a different campaign

    Posted 02-07-2020 16:15
    Hello!

    With our client, some projects (aka child) have the same exact fields that need to be filled out for a new project. Rather than creating a different project, is there a way to copy a project and place it under an existing or new campaign (aka parent)? Additionally, is there a way to move a project under a campaign to a different campaign after it's been created? 

    These are the two and only pain points our client has with Quickbase and I'm unsure how to solve this on my own.

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    Rae Garrett
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  • 2.  RE: Copying projects and moving projects to a different campaign

    Posted 02-07-2020 16:38
    Rae,

    You can create a new record and fill in all the fields with values from the existing record.   Create a formula text field and set up the values you want



    var text Token ="abcdefghijklmnopqrstuv";
    // URLs


    var text URLAPIAdd =
      URLRoot() & "db/" & Dbid() & "?a=API_AddRecord&AppToken=" &
      $Token &
      "&_fid_X1=" & URLEncode ([Record ID#]) &
    "&_fid_X2=" & URLEncode ( [Field] &....;

    You just keep adding the fields that you want to populate with the values from the record where you push the button to create the copy.   Does the project have 15 fields total but you do not want the [Notes] or the [Start Date] from the original you do not put those in the formula.

    Remember to change the value of the token above to be a real value from your application and to add a redirect where you want the user to be at the end of the process.

    Your second question is bit confusing.  What is preventing you from changing the value of the Related Campaign in the Project Record?   I understand that you do not want the average user to do that but you as the Administrator  should just be able to click edit and select any Campaign in the data base.  Does the structure look like this?



      


    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
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  • 3.  RE: Copying projects and moving projects to a different campaign

    Posted 02-07-2020 18:04
    I love Don, but Rae, you may like this solution better. 

    When viewing any record, under the More .. button at the top right is  an option to copy this project.  The field properties will have a checkbox to indicate if you want them copied when a record is copied.

    Then you can edit the related parent campaign to change the campaign.

    There is also an easy but of code we can provide to make a simple URL formula button to click which does the same thing as that More .. button.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 4.  RE: Copying projects and moving projects to a different campaign

    Posted 02-07-2020 18:34
    Rae,

    I should have asked the business case first.  I assumed that you wanted a way to set up users to copy projects with select data.

    If it is going to be just you doing this, Mark's method is MUCH simpler and the way to go.

    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
    ------------------------------