Forum Discussion

KatherineOakey's avatar
KatherineOakey
Qrew Member
5 years ago

Add Parent and Child in one Save (variation on a previous question)

I have the following tables

Events (Parent to Internet-Clients)

Internet-Clients (Child to Events) , (Parent to Problems)

Problems (Child of Internet-Clients) (also Child to Clients which is an internal use only table)

EOTI 'clients' will 'register' for an Event based on available event date/times.  We want to keep statistics on Event registration information.  When the EOTI (aka Internet-Client) form is used, a EOTI client will enter their contact info (with required fields) and a problem statement (which I want to go into the Problems table along with possible associated images).

Any way to get the single Internet-Clients Parent and Problems Child added with a single 'Save'?  Right now, I have the form(s) working the way I'd like except you have to save the Parent before being able to access the Child (and I want the Problem to also be required as part of this add).

I've thought about the previous answer and putting the problem statement in the Parent record and firing an automation to move the problem to the Child/Problem table but I'd like to avoid having to deal with the images.  The images are optional; so there may be none or one or up to four.

It seems as if I make the add on the Problems table, I can't get to the drop down to populate the Event information and I want to keep the Event information tied to the Internet-Clients and not Clients.

I also want to keep Internet-Client data separate from Client data unless someone internal connects the Problem to the correct Client (based on, say, matching email).



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Katherine Oakey
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  • Do you have the box checked to in Advanced Properties for the  "Save Parent Automatically" on  the Internet-Clients table?

    When that is checked and with appropriate instructions on the form, the users should be able to add Child Problem with our explicitly needing to save first, as it will Auto save.



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
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    • KatherineOakey's avatar
      KatherineOakey
      Qrew Member

      Yes, I have set Save parent record automatically.

      I select the Event, populate the Internet-Client information, click t he 'Add Ticket' (which is the URL to the Problem form), populate the Problem statement, click save, the screen refreshes, the Internet-Client information is in the table, but the Problem data is not in the Problem table.



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      Katherine Oakey
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        Is the Problem not saved (which seems impossible) or are you saying that it was created as an orphan not linked to the Parent Internet-Client form.



        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------