Auto add child records
I have 4 tables - -Projects -Tasks -Project Templates -Tasks Templates there a 3 Parent-Child relationships 1) Projects (P) - Tasks (C) 2) Project Templates (P) - Tasks Templates (C) 3) Pro...
Forum Discussion
OK, I now understand that your task templates is not on the same table as your tasks. I did not read your post carefully enough.
So my next question is are you "married" (or at least going steady - I'm sure that kids have new words for that now) to that concept to have the task template records not be on the same table as the tasks. Typically, you would have just 2 tables and not 4. Is it too late to go to that concept or did you have other reason to duplicate the tables.
If you do want to maintain that concept, then yes there is a way to make a button to do that, but it does get way more complicated and would take my as long to explain how to do it than to actually do it. It's probably an hours work for me to set that up for you.
So my next question is are you "married" (or at least going steady - I'm sure that kids have new words for that now) to that concept to have the task template records not be on the same table as the tasks. Typically, you would have just 2 tables and not 4. Is it too late to go to that concept or did you have other reason to duplicate the tables.
If you do want to maintain that concept, then yes there is a way to make a button to do that, but it does get way more complicated and would take my as long to explain how to do it than to actually do it. It's probably an hours work for me to set that up for you.
OK great. KISS is usually the best plan. Then what you do is to make a set of import buttons using the wizard and then make a form rule to show the correct button for the correct selected template choice - that template may just be a multiple choice field.