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Auto-populate fields from one table into another

  • 1.  Auto-populate fields from one table into another

    Posted 26 days ago
    I've created a project table to record ongoing projects.  Separately, I have a tasks table that lists activities that are associated to ongoing projects.

    I created a relationship between the two tables without a problem; however, what I would like to do is have a set of pre-determined tasks automatically populate into the project table based on a drop-down field selection within the project table.  Example: In my project table, if I select the event type as "webinar", I'd like all the assignments from the task table that relate to a webinar to automatically appear in the projects table.  Can this be done?

    Thanks everyone!

    ------------------------------
    Gwen Peters
    ------------------------------


  • 2.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    This is easy with an Automation.

    Set up a new table of std tasks.  make sure that they have that same field on them for the Event Type.

    Then the Automation will say

    Trigger: When a Project record is created
    action: Copy records from the Std tasks Tasks table into the Project tasks table.
    Filter on Event Type matches the Event Type of the trigger record.
    Be sure to populate the [Related Project] with the [Record ID#] of the trigger record so that you do not create Orphans.

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



  • 3.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    Edited by Evan Martinez 26 days ago

    Thank you Mark.  I will try this. 

     

    In addition to the auto-populated tasks, will I still be able to add new tasks to the project if necessary?

     

    Gwen Peters

    Director of Global Events

     Web: www.BlackLine.com


     

    Keep up with what's new in Modern Finance:

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  • 4.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    Yes, just like normal, with an Add Task button click that the Relationship setup would have built for you.

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



  • 5.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    Edited by Evan Martinez 26 days ago

    I tried creating the automation, but I get the following error.  Not sure what I'm doing wrong.

     

     

    Gwen Peters

    Director of Global Events

     | Web: www.BlackLine.com


     

    Keep up with what's new in Modern Finance:

    Twitter | LinkedIn | Modern Finance Blog

     

     






  • 6.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    Please post a screen shot showing your Automation setup.

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



  • 7.  RE: Auto-populate fields from one table into another

    Posted 26 days ago

    Here you are...

     

     

    Gwen Peters

    Director of Global Events

    Direct: 747.242.2826 | Cell: 805.844.4927 | Main: 818.223.9008 | Web: www.BlackLine.com

    Gwen.Peters@blackline.com

     

    Keep up with what's new in Modern Finance:

    Twitter | LinkedIn | Modern Finance Blog

     

     






  • 8.  RE: Auto-populate fields from one table into another

    Posted 26 days ago
    I'm on a call you but the Automation is all messed up.
    You should be copying records from a table called Standard Tasks to the Tasks table.

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



  • 9.  RE: Auto-populate fields from one table into another

    Posted 26 days ago

    If you have time today Mark, I would love to jump on a call.  Please let me know.

     

    Gwen Peters

    Director of Global Events

    Direct: 747.242.2826 | Cell: 805.844.4927 | Main: 818.223.9008 | Web: www.BlackLine.com

    Gwen.Peters@blackline.com

     

    Keep up with what's new in Modern Finance:

    Twitter | LinkedIn | Modern Finance Blog