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  • 1.  Linked Report Record Selections

    Posted 08-15-2022 16:54
    Is it possible to perform actions such as save a snapshot of records within a linked report that are checked (selected)?

    For instance, I'd like to save all of the Document Name(s) selected within the linked report to another field (Schedules) like a snapshot.

    There is a realtionship of Parent/Child but one Parent could have 1 Child record or it could have 15 Child records.  But I only want to capture the Document Names of those records actually selected with a checkbox value in the report.

    Robin Mcintosh

  • 2.  RE: Linked Report Record Selections

    Posted 08-15-2022 17:06
    Yes, you can use a Pipeline to trigger on when that checkbox is checked.  The pipeline would copy a record  and then uncheck the checkbox.

    Mark Shnier (Your Quickbase Coach)