Forum Discussion

MichaelTamoush's avatar
MichaelTamoush
Qrew Captain
5 years ago

Add Record then Add Child to Record with Button Push

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...
Buttons
Pipelines
MichaelTamoush's avatar
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.

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Mike Tamoush
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RubyKapil2's avatar
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?

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Ruby Kapil
rubykapil@wi-finity.com
Wi-Finity, Inc
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  • MichaelTamoush's avatar
    MichaelTamoush
    Qrew Captain
    5 years ago
    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!

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    Mike Tamoush
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