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I would like to enter record data on a form and have relevant records populate in a different form.

  • 1.  I would like to enter record data on a form and have relevant records populate in a different form.

    Posted 11-27-2018 00:12
    My tables are as follows

    Agents - MyIMOs - Contracting - MyCarrier - My Products

    The Contracting table holds the product level information as well as compensation percentages.

    I would like to be able to enter in a new contract and it creates the products based on the Information I've entered.

    I would like to keep the Contracting separate as each agent has different contracts available. an Agent can have multiple contracts but a contract can have only 1 agent.


    How am I able to create a New Contract AND a New Item based on the information I entered in the New Contract Form?


  • 2.  RE: I would like to enter record data on a form and have relevant records populate in a different form.

    Bronze
    Contributor
    Posted 11-28-2018 04:28
    Have you looked into QB Automations?
    (https://help.quickbase.com/user-assistance/about_quick_base_automations.html?_ga=2.81158751.97061619...)

    It sounds like when you're adding a new contract that you want to set up a chain reaction where additional items or actions take place. You can potentially set up different automations based on the type of contract, so that different item sub-sets can be accounted for. 




  • 3.  RE: I would like to enter record data on a form and have relevant records populate in a different form.

    Top
    Contributor
    Posted 11-28-2018 12:31
    See my answer within this forum post which provides a solution to use a form in an ancillary table but when the form is submitted creates records in three other tables.

    Onboarding new clients "opportunities" "companies" contacts"
    https://community.quickbase.com/quickbase/topics/onboarding-new-clients-opportunities-companies-cont...

    Three Tables and A Form ~ Add New Opportunity
    https://haversineconsulting.quickbase.com/db/bnffh2xnk?a=nwr

    Pastie Database
    https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=619