I think you are looking for the CopyMasterDetail functionality which allows you to create a new record in a table from an existing record. If you go to the HOME page and click on SETTINGS; then APP MANGEMENT and locate the Copy master & detail records in the "Manage App Contents" section on that page, it will walk you through setting up a button to do this. You can also find help here:
About Copy Master and Detail Records
Quickbase |
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About Copy Master and Detail Records |
You can add a button to your application that users can click to copy or import records and the relationships between them. Use the Copy Master and Detail Records option to add a Formula- URL field that displays as a button in a specified table that either: Copies a master record and its detail records. |
View this on Quickbase > |
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It is not clear from your question whether you are trying to create the new job with a field-value pre-programmed with a default-value; or a specific one from another record.
It would be helpful if you could elaborate on your question some more.
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Laura Thacker (IDS)
laura@intelligentdbs.com(626) 771 0454
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Original Message:
Sent: 06-07-2022 11:48
From: BuildPro
Subject: COPY BUTTON
Hello,
I need to create a copy field to copy a job record (called template - JOB NUMBER= TPL.0000) to create a "new" job (record) with new job number=1234.KB
The original job record MUST stay as JOB NUMBER=TPL.0000
Please advise
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BuildPro
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