Forum Discussion
MarkShnier__You
Qrew Legend
6 years agoFor the Save record first issue, I'm not quite sure where this is popping up for you, but in general, on any Parent table you should got to Advanced Properties and set the checkbox called.
Save parent record automatically when a child record is created
As for creating X number of child daily records on the PTO entry, this can be done with an Automation. Lets assume that you limit a PTO request to 2 weeks so max 10 business days
I suggest that when a PTO is added or edited or deleted, you trigger an Automation with the following steps.
1. Delete all the daily children for that PTO.
2. Create say 10 days of children for each of the possible 10 Business days starting on the 1st day. That will take 10 steps in the Automation and you will need to create 10 formula date fields to use.
3. Then the last step will be to delete all children which are not within the date range of the PTO. You can lookup the date range and create a flag field to indicate of the day is within the PTO Date range.
------------------------------
Mark Shnier (YQC)
markshnier2@gmail.com
------------------------------
Save parent record automatically when a child record is created
As for creating X number of child daily records on the PTO entry, this can be done with an Automation. Lets assume that you limit a PTO request to 2 weeks so max 10 business days
I suggest that when a PTO is added or edited or deleted, you trigger an Automation with the following steps.
1. Delete all the daily children for that PTO.
2. Create say 10 days of children for each of the possible 10 Business days starting on the 1st day. That will take 10 steps in the Automation and you will need to create 10 formula date fields to use.
3. Then the last step will be to delete all children which are not within the date range of the PTO. You can lookup the date range and create a flag field to indicate of the day is within the PTO Date range.
------------------------------
Mark Shnier (YQC)
markshnier2@gmail.com
------------------------------
JasonBowen
6 years agoQrew Trainee
Thanks for the tip Mark. I'm going to give it a shot and see how efficient I can make the form usage for the end user.
------------------------------
Jason Bowen
------------------------------
------------------------------
Jason Bowen
------------------------------
- MarkShnier__You6 years ago
Qrew Legend
Feel free to post back if you get stuck anywhere. I think my method is reliable, native and pretty easy to set up.
------------------------------
Mark Shnier (YQC)
markshnier2@gmail.com
------------------------------