Discussions

Expand all | Collapse all

Automatically create a parent record when info saved in the child reference field

  • 1.  Automatically create a parent record when info saved in the child reference field

    Posted 01-10-2019 12:38
    Hi, I currently have two tables in a parent-child relationship: effectively I've got 100 parcels in the child table and each parcel is kept in one of ten boxes, which are kept in the parent table. Rather than using the RecordID as the key field of the parent table I'm using a text field, so each box can be individually named.

    Normally when I'm importing a set of child records into a relationship like this I'll first create boxes 1-10 in the parent table, then import the list into the child table, but is this first step necessary? Is there any way that Quick Base can read the contents of the reference field in a child record and, if that information doesn't match an existing parent record, automatically create a corresponding record in the parent table?


  • 2.  RE: Automatically create a parent record when info saved in the child reference field

    Posted 07-02-2019 21:54
    Yes, this can be done using automations. I just learn this from Harrison today.
    You can create a lookup field  (named: has-parent) on the child record to the parent's formula checkbox field that has the formula value of true. This lookup will be true if the parent exists false otherwise. Then in the automation when a child record is modified/added and its lookup has-parent field is unchecked then create a new parent record using the child content for the reference field value.


  • 3.  RE: Automatically create a parent record when info saved in the child reference field

    Bronze
    Contributor
    Posted 07-02-2019 22:50
    That's a sweet trick.