Expand all | Collapse all

Adding child records from multiple parent records

  • 1.  Adding child records from multiple parent records

    Posted 12-14-2018 18:02
    Is is possible to do this?
    I have a parent table of Students related to a table of Attendances. I want to select a group of students  who would be at a location on a particular day, and add a record in the Attendances table for each of these students that includes their name and today's date. I can't seem to set an Automation to do this, it want's something entered in the Related student field of the child table. What is the answer to doing this in Quick Base? Appreciate any suggestions

  • 2.  RE: Adding child records from multiple parent records

    Posted 12-18-2018 16:24
    Your issue is that you want to create these Attendance records quickly and not one by one.  There are a variety of ways to do this with URL formula button, but i will start with a pure no code solution.

    Make a check box field on the Students table called [Record Attendance].  Also make a formula date field called Today with a formula of Today(). Not surprisingly it will calculate to today's date. :)

    I suggest setting up a table with one record in it to fire the Automation.  When the user is ready to record the Attendance they will edit a field on that table, say a checkbox field to start the Automation.

    Then set up an Automaton to fire  and do a COPY records process when the Trigger record is modified and the Trigger checkbox is checked.

    Map the Record ID# field into the field for [Related Student]
    Map Today into the date field.

    That's it.

    So the user would view a list of students and then use Grid Edit to update any changes from the last day.

    Then save the student list.

    Then trigger the automation by editing the trigger record to check the checkbox.

    The next day the user will need to uncheck the checkbox to get ready to check the checkbox again to fire the Automation. 

    So you can start with that and then it can be made fancier with say a formula URL buttonn to trigger the Automation.

  • 3.  RE: Adding child records from multiple parent records

    Posted 12-18-2018 16:45
    Thank you! We had to accommodate another requirement - the students could have many enrollments (1 to many, students to enrollments, 1 to many, Programs to enrollments) then related the many enrollments to the attendances table. And the solution was just as you described, with an automation & a table-to-table import. I appreciate your very clear instruction, I am continuing to learn from my team members and the Community