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Assign multiple child records simultaneously

  • 1.  Assign multiple child records simultaneously

    Posted 05-18-2016 11:48

    Hello,

    I'm looking to add several child records to a parent in one go if possible. The parent is the Projects table. At the moment I have child tables for Diseases and Geographies which are added in the usual way. This is a bit of a hassle as there are usually 10+ geographies per project. I want to expand on this by adding more tags so we can fin relevant projects in the future. These tags will likely reside on one table and if necessary I can move the geographies and diseases to this table. 

    My question is, is there a simple way to select and add several of these tags to the parent record, much like you see on numerous websites, including the field right below where I am typing now(!)? 

    I am aware there is a wizard which sets up a button but I've only got the Essentials package which doesn't allow this. I'm not averse to upgrading if this is the right solution but wanted to throw it out there first. 

    Thanks in advance



  • 2.  RE: Assign multiple child records simultaneously

    Posted 05-18-2016 12:19
    I can do a demo for you of a Quick Select technique, if you like and then you can decide if you want to upgrade to the regular "Premier" plan.  The technique will allow you to launch off a Parent and then click click click to very quickly add the child rec records, and have full access to the usual report Dynamic Filters and search boxes to narrow does the choices for diseases and  geographies.  It usually just takes an hour or two to set up.  Contact me off line using the information in my profile if you would like a quick demo.


  • 3.  RE: Assign multiple child records simultaneously

    Posted 04-10-2019 05:54
    Is this Quick Select technique still a viable option with the current version of QuickBase? If so, what is the approach to implement it?


  • 4.  RE: Assign multiple child records simultaneously

    Posted 04-10-2019 11:53
    I can help you set this up with about a 1 hour one on one consulting session, to explain the technique to you and implement it on a GoToMeeting screen sharing session.

    Mark Shnier
    Your Quick Base Coach
    QuickBaseCoach.com


  • 5.  RE: Assign multiple child records simultaneously

    Silver
    Contributor
    Posted 06-08-2016 06:43
    can we done same through single button ?


  • 6.  RE: Assign multiple child records simultaneously

    Silver
    Contributor
    Posted 06-08-2016 06:44
    Hi Mark,

    Can we do with a single button ?

    I want to add 5 chlid records to a parent record through a single button.

    Thanks,
    Gaurav Sharma


  • 7.  RE: Assign multiple child records simultaneously

    Top
    Contributor
    Posted 06-13-2016 07:03
    Yes, this can be done with a single button.  

    We do it through a custom formula field and code page.  Can pull/create any number of "child records" and assign them to the project.

    Depending on the complexity and variability you want will affect the time to create, but I've done it just this week for other apps.


  • 8.  RE: Assign multiple child records simultaneously

    Silver
    Contributor
    Posted 06-13-2016 07:14
    Hi Matthew,

    Can you show me, how have you achieved this ?

    Thanks,
    Gaurav


  • 9.  RE: Assign multiple child records simultaneously

    Top
    Contributor
    Posted 06-14-2016 05:49
    Its is complicated, but you'd need a custom code page that makes and API call to create Tasks records associated with a parent Projects record.  You'll need a "Template Tasks" table for the API to reference what types of tasks you are trying to create.  Then a formula url field to run the script page and relay the important information to the script.
    Do you have an application that needs this done?


  • 10.  RE: Assign multiple child records simultaneously

    Posted 06-18-2016 02:58
    Gaurav.  If you want a button to Add 5 standard Children to a Parent, one option is to use the Copy Parent Child wizard to make that button for you.  It can import a standard set of children from a fixed template Parent record.


  • 11.  RE: Assign multiple child records simultaneously

    Posted 06-27-2016 19:57
    try this code. it pulls data from a master table and adds them as child records

    function ImportIAB( CampaignID) {

     console.log("inside import" + CampaignID);

    $.ajaxSetup({
        async: false,
        data: {
            apptoken: APPTOKEN
        }
    });



          var Promise = $.get(DBID_IAB, {
               act: "API_DoQuery",
               qid: "5"                       // execute Query ID# ?
            });

    $.when ( Promise ).then( function (xml) {
    var data = $(xml);
    // console.dirxml( data  );

                    var CSV = "";
                    var records = data.find("record");

    // adding the Parent record ID to the CSV data.

    $.each(records,function ( index, record) {
    var rowID = $('record_id_', record).text();
                                    CSV = CSV + CampaignID + "," + rowID + "\n";
            });

                    console.log(CSV);
            //alert(CSV);

                   try {

                      var Promise1 = $.get(DBID_CampaignIAB,{
                      act: "API_ImportFromCSV",
                 records_csv: CSV,
              skipfirst: 0,
                      clist:  "6.10"
                      } );
                   } catch (e) {
                      console.log("Error",e);
                   }

                   console.log("Import Executed");

                   try{
                          $.when (Promise1).then( function (xml1) {
                     
                          
                       var import_count = $("num_recs_added", xml1).text();
                               window.location.hash = "tab_2";
                               window.location.reload(true);
                           });
                   } catch (e) {
                          console.log("Error",e);
                   }

       });    

    return false;   
    }