If I want to use a button push to add a record, and then add a child to the record, is my only option to add record, then trigger an automation or pipeline as the second part of that button push?I can't do it from the button push because I won't have the new record ID yet, correct?------------------------------Mike Tamoush------------------------------

Mike,What data is going into the Child? If you want to add some sort of "standard" set of data then what you said will work. You can also embed a Grid Editable report into the Parent record. You can add data there which Quickbase will magically associate with the New Parent on the Save.------------------------------Don LarsonPaasporterWestlake OH------------------------------

The child data will be a manual input. The add child is a GenAddRecordForm. Once they Save the record it could run the next URL in the utton push, but I don't think in that code I can get the Record ID from what they just created.I am currently using a pipeline for the 2nd step, which works, just wondering if it could be done from the button push.------------------------------Mike Tamoush------------------------------

Would Copy Master Detail feature work. It lets you have a button that will Copy the existing Record and it's Children?------------------------------Ruby Kapilrubykapil@wi-finity.comWi-Finity, Inc------------------------------

Unfortunately the copy master detail will not work, as there is no parent or child to begin with :)The idea is that neither exist, and with a button push you add a record (Gen Record Add Form). The user types in information to the record and saves. Then a child is auto created from that record. I am fairly certain this must be done with an automation/pipeline. The only chance would be if there was some possible code that said 'This is the Record ID of what you just created'.Then I could use that Record ID in a continuation of that button push (maybe).I have it working fine with a pipeline, I was just seeing if there were techniques out there for this!------------------------------Mike Tamoush------------------------------

Hi Mike, I saw your similar question on my YouTube channel, thanks for subscribing!You can use a code page with a button.It's not quite clear what your workflow is, but this combo will create a new parent record, then open new child record with the parent pre-populated with a single button click.The button could be located on a form (using a formula or plain URL field) or on a dashboard.Formula URL field (the button):URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=10" //replace the URLRoot & AppID if not using a formulaCode Page:<html> <head> <script src="https://code.jquery.com/jquery-3.5.0.js"></script> <script> $.get('https://mycompany.quickbase.com/db/parent_dbid?a=API_addrecord',function(data,success) { var myrid = data.getElementsByTagName('rid')[0].innerHTML; location.replace('https://mycompany.quickbase.com/db/child_dbid?a=API_GenAddRecordForm&_fid_12=' + myrid); }); </script> </head></html>Let me know if this works for you 👍------------------------------Sharon Faust (QuickBaseJunkie.com)Founder, Quick Base Junkiehttps://quickbasejunkie.com------------------------------

Add Record then Add Child to Record with Button Push

DonLarson
Qrew Elite
5 years ago
Mike,

What data is going into the Child? If you want to add some sort of "standard" set of data then what you said will work.

You can also embed a Grid Editable report into the Parent record. You can add data there which Quickbase will magically associate with the New Parent on the Save.

------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------
- MichaelTamoush
  Qrew Captain
  5 years ago
  The child data will be a manual input. The add child is a GenAddRecordForm. Once they Save the record it could run the next URL in the utton push, but I don't think in that code I can get the Record ID from what they just created.
  
  I am currently using a pipeline for the 2nd step, which works, just wondering if it could be done from the button push.
  
  ------------------------------
  Mike Tamoush
  ------------------------------
  - RubyKapil2
    Qrew Captain
    5 years ago
    Would Copy Master Detail feature work. It lets you have a button that will Copy the existing Record and it's Children?
    
    ------------------------------
    Ruby Kapil
    rubykapil@wi-finity.com
    Wi-Finity, Inc
    ------------------------------
QuickBaseJunkie
Qrew Commander
5 years ago
Hi Mike, I saw your similar question on my YouTube channel, thanks for subscribing!

You can use a code page with a button.

It's not quite clear what your workflow is, but this combo will create a new parent record, then open new child record with the parent pre-populated with a single button click.

The button could be located on a form (using a formula or plain URL field) or on a dashboard.

Formula URL field (the button):
URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=10" //replace the URLRoot & AppID if not using a formula

Code Page:
<html>
<head>
<script src="https://code.jquery.com/jquery-3.5.0.js"></script>
<script>
$.get('https://mycompany.quickbase.com/db/parent_dbid?a=API_addrecord',function(data,success) {
var myrid = data.getElementsByTagName('rid')[0].innerHTML;
location.replace('https://mycompany.quickbase.com/db/child_dbid?a=API_GenAddRecordForm&_fid_12=' + myrid);
});
</script>
</head>
</html>

Let me know if this works for you 👍

------------------------------
Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
------------------------------
- GabrielFigueroa
  Qrew Member
  5 years ago
  Hello Sharon,
  
  I am getting the below message.
  The only difference was that instead of going to a Child record I wanted to stay (go to) the parent record just added.
  
  ------------------------------
  Gabe Figueroa
  Contractor
  Miami FL
  214-490-1719
  ------------------------------
  - QuickBaseJunkie
    Qrew Commander
    5 years ago
    @Gabe Figueroa Are you using a different key field from the record ID?
    
    Try running a sample url through your browser, such as (https://mycompany.quickbase.com/db/parent_dbid?a=API_addrecord)
    
    You'll see something like this:
    
    The "get inner HTML" for the 'rid' is referring to the <rid>X</rid>, so if you don't see that it could be the issue.
    You may also need to add an apptoken if your app requires them.
    
    ------------------------------
    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
    ------------------------------

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