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Is it Possible to Have a Default List When Creating a New Field?

  • 1.  Is it Possible to Have a Default List When Creating a New Field?

    Posted 20 days ago
    Hi, I am new to Quickbase and I am currently working on a design that is meant to help keep track of materials needed for a project. Most projects require the same base of components (resistors, capacitors, etc.). Because of this, every time I create a new project it becomes tedious to have to put in the same components I have put in time and time before. I was wondering if there was a way for there to be default components already added when a new project is created?

     Meaning that when I hit "Create new Project" it will already have "resistors," "capacitors," etc in the data field?

    Thank you!

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    Tom Leick
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  • 2.  RE: Is it Possible to Have a Default List When Creating a New Field?

    Posted 20 days ago
    Can you explain more about your "data field".  Are you creating a child table of required components or just a free form text field to be pre-filled?

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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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  • 3.  RE: Is it Possible to Have a Default List When Creating a New Field?

    Posted 20 days ago
    My parent table is the "Project" and then right now I currently have a child table labeled "Parts."

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    Tom Leick
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  • 4.  RE: Is it Possible to Have a Default List When Creating a New Field?

    Posted 20 days ago
    If you have a list of Standard Parts in a table or just a table or Parts some of which are fagged as being standard for new project, you can set up an Automation that triggers when a Project is created.  It would them copy the Parts into a child table of the Project.

    Presumably your setup looks like this

    Project <Project Parts > Parts Master.

    So One Project has many Project Parts,  and One Parts Master has many Parts Master.

    When you do the copy step in Automations, you can specify the the field [Related Project] gets populated with the Record ID# from the trigger step. 

    This can also be done using Pipeline.  Quickbase seems to be encouraging us to use Pipelines over Automations at this time.

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



  • 5.  RE: Is it Possible to Have a Default List When Creating a New Field?

    Posted 20 days ago
    Ok! Thank you!

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    Tom Leick
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