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Mass create records automation

  • 1.  Mass create records automation

    Posted 02-10-2020 16:02
    I have a table that includes an 'actual start' and actual finish date.

    I want to trigger an automation when both dates are entered that creates records in another table (daily reports), which creates a record for each day starting with the actual start and ending with the actual finish. So if A/S A/F are 2/1/20 and 2/3/20 it will create 3 new daily report records (2/1, 2/2,2/3).

    If I was able to eliminate weekends that would be amazing, but I figured that might be a big ask.

    Mike Tamoush

  • 2.  RE: Mass create records automation

    Posted 02-10-2020 18:12
    Here is now i would do it natively.

    I can't explain every single click to set this up, but here is the gist of the solution and we may have to work together to set it up.  There is also a choice between using formula URL buttons and trying to use Automations.

    I would ask you what the highest # of span of days it would need to handle it.​  Say the answer is 260 business days.   52 weeks @ 5 days per week.

    I would load a New table called Week Days with 260 records and block any user from adding or deleting records.  The Record ID#s will be numbered from 1 to 260.

    I would create another table with single record in it [Record ID#] = 1 and call this table Focus Date Range.  It will have three fields - the start and end dates and the [Record ID# of the Focus Daily Report].

    I would create a relationship where 1 Date Range has many Week Days based on a formula reference field that calculates to 1, and then lookup the start date and the end date and the Record ID# of the Focus Daily 

    I would then make a formula date field on Week Days to calculate the weekday to be created with a formula of
    WeekDayAdd ([StartDate], {Record ID#]-1)

    I would then make a saved table to copy the records in the Week Days table to the daily reports table subject to the filter that the calculated week day is between the start and end dates and being sure to populate the field to [Related Parent Table]

    Then just setup tor Automation to trigger when those dates are filled in and your "parent table" has no Daily Reports Children yet. 

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach

  • 3.  RE: Mass create records automation

    Posted 02-10-2020 19:27

    Your simplest answer today is Mark's suggestion.   The beauty of this will be you own it and can maintain it.

    The new Pipelines tool might be able to do this.  The webinar talked about the ability to build a For-Next loop.  However, it is not here today so that is a hypothetical.

    The other answer is to script a solution.  A PHP programmer could knock out this is a couple hours if they already have experience with the Quick Base API's.   Those have to be hosted somewhere and might need to be tweaked as Quick Base makes changes to the platform.

    Good luck.  If I think of a 4th option, I will shoot it over.

    Don Larson
    Westlake OH