Discussions

I have two databases called app 1  and app 2.  There are times when I would like to create a new record in app 2 and auto populate some of the fields in app 2 with information from fields in app1.  I'm thinking a formula button would be the best but I need assistance.  Can someone assist me with starting this process?

Quick Base Actions would be a far simpler and quicker solution to set up. Click on the settings link for the table that will invoke the action. Click on Quick Base Actions at the bottom right. The steps are pretty self explanatory.

Thank you,  We are on a corporate version on our on share, however we will be moving to Quickbase servers in August and we will then have this function available.

This may not be worth the work, considering that you are going to be using QB actions, but this may be a time saver in the meantime.

You could create a Formula Rich Text field using the Add Record API. Here is a link to the page.

https://help.quickbase.com/api-guide/index.html#add_record.html%3FTocPath%3DQuick%2520Base%2520API%2...

All you would have to do is specify the Field IDs of App 2 and then set them equal to the Field in App1 that supplies the correct value. This above link has examples for XML and URL API calls.