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Automatically creating master to detail records

  • 1.  Automatically creating master to detail records

    Posted 03-14-2018 01:02
    I have a button that creates a set number of records in the child table.  Is there a way to automate this creation of records as soon as the status of the project is changed?  


  • 2.  RE: Automatically creating master to detail records

    Posted 03-14-2018 11:02
    This can be done with a Webhook to fire the API which is called Import from CSV.


  • 3.  RE: Automatically creating master to detail records

    Posted 07-02-2019 21:40
    This also can be done with an automation :)