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Creating audit records based off Active Contract records

  • 1.  Creating audit records based off Active Contract records

    Posted 10-08-2018 20:38
    I was hoping someone could help point me in the right direction or by providing an example how they satisfied a similar requirement.     

    ? There is a Contract table with ~ 600+ records that have a status = ?Active? [the contract file has ~ 900 total records with 600+ having the status = Active]].   
    ? When an action happens (the action can be a ?Button? or triggered by ?date/time? [Example: 10/08/2018 @ 5 PM]), a record would get added to the audit table for each ?Active? record in the Contract table creating 600+ audit records.     

    Any help how to build this feature in QuickBase would greatly be appreciated!


  • 2.  RE: Creating audit records based off Active Contract records

    Posted 10-08-2018 21:18
    I suggest creating a saved table to table import to Import Active Contract Records into the Audit table.  Map the Record ID# field into the field [Related Contract].

    Once you have that setup and tested, you can use an "Automation" run this import on a schedule.