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Automation - record creation of child records for 2 parent records

  • 1.  Automation - record creation of child records for 2 parent records

    Posted 12-21-2018 16:27
    I am working on converting from a slow template creation process to a faster method using Automations. I think it is possible but I am missing something somewhere and can't find the missing piece. Has anyone done this yet or have a suggestion?

    3 tables - Projects, Items, Sites
    Projects is a parent to both Items and Sites. Sites is also a parent of Items.
    A Project would have a set of Items that would be a template of Items(marked as such) required for each Site. So when I create a Site I need the set of template Items replicated and attached to the Project and the new Site.
    Also i need to be able to add many sites at the same time, not just one.
    I can create the records but cannot get them attached to the Sites.


  • 2.  RE: Automation - record creation of child records for 2 parent records

    Bronze
    Contributor
    Posted 12-21-2018 17:35
    We too have some clunky implementations for similar use cases where we've kludged something together by different methods over the years.

    I just recently came across a Dan Diebolt post that addresses the issue; I got this onto my team's agenda to investigate using this method to solve our templating problems. See if this gets you somewhere: https://community.quickbase.com/quickbase/topics/what-is-the-hylo-technique