Forum Discussion
RubyKapil2
5 years agoQrew Captain
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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Ruby Kapil
rubykapil@wi-finity.com
Wi-Finity, Inc
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MichaelTamoush
5 years agoQrew Captain
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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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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