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automation to link child record when parent record is created after

  • 1.  automation to link child record when parent record is created after

    Posted 5 days ago
    I need some help with trying to find a solution.  In my program I have an Expense Table where all purchases with company cards.

    Now I'm going to make another table for credit card bills, and relate the tables.  [Credit Card Bills] is parent to [Expenses].  Since the billing dates vary a little month to month it would need correcting each month. Also, expenses are created before the bills(because it comes at the end of the month).
    So what I would like to do is in The [Credit Card Bills] Table create a new record stating, billing start and end date and credit card number. Then have some kind of automation that links expenses from [Expenses] table where its transaction date is between the [Credit Card Bills] start and end date and matches the card number.

    Is this possible?

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    Russell Beaubien
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  • 2.  RE: automation to link child record when parent record is created after

    Posted 5 days ago
    This sounds very doable with QuickBase Automations. It would be a bit to type how to do, but if you go into the Automation builder, you can create automations with the logic you provided.

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    ProjectsForce
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  • 3.  RE: automation to link child record when parent record is created after

    Posted 5 days ago
    It would also be possible to push a button on the Parent Billing record to trigger an Automation or a URL formula button to locate all the Expense records which match a Billing record's time frame and attach them to the billing record.

    Is that what you want to happen?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 4.  RE: automation to link child record when parent record is created after

    Posted 5 days ago
    I have the automation trigger when the parent bill is created.  It took a little bit of cleaning up of the filters to get it perfectly but it works!
    As soon as I save a new Bill it links and shows all related expenses.

    Thank you ProjectsForce and Mark Shnier

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    Russell Beaubien
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