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  • 1.  Already Populated Grid Edit option

    Posted 07-07-2022 20:20
    HelloAll, 

    I am looking for a way to have an option, either a button, report or maybe a pipeline that is like a grid edit that already has come field filled out. 

    If you were to use the button idea, you would hit the button and a grid edit report would come up.  When it did it would have all 28 of my products filled out plus 2 other fields and allow the user to then fill out the remaining field on the report.  They would hit save and all 28 product orders would then be added to our list. 

    My list of products is in another app but I can easily add a sync table to the app where the orders are for ease of connection if needed. 

    Basically when we get a new customer, we have to enter in orders for all 28 products and just looking for a way to save the team time as grid edit only has 5 rows to start and adding rows and the copy/paste gets tedious. 

    Any help is appreciated. 

    Jen

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    Jennifer Silberstein
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  • 2.  RE: Already Populated Grid Edit option

    Posted 07-07-2022 22:22

    Jen,

    1. Have a small report to onboard customer asking 'minor' few details
    2. Create a button which has a 'API_Edit' , it edits a checkbox field - Checkbox field triggers a pipeline to copy children of 28 items you wish to associate
    4. API_Edit button redirects to a new form which has built in grid edit 

    OR
    https://help.quickbase.com/user-assistance/copy_master_detail.html

    You can also consider COPY_Master which might be little faster

    1. Have a template which your agents opens to onboard new customer
    2. Press Copy Master details to populate children 
    3. Change customer name from a drop down



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    Prashant Maheshwari
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  • 3.  RE: Already Populated Grid Edit option

    Posted 07-08-2022 12:57
    Hello Prashant,

    Thank you for the assistance!  I totally forgot about copy master, I might try that before I do the API_Edit as I am not as familiar with the API calls.

    Thanks again.

    Jen

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    Jennifer Silberstein
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  • 4.  RE: Already Populated Grid Edit option

    Posted 07-09-2022 07:54
    great to hear

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    Prashant Maheshwari
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