Forum Discussion

GwenPeters's avatar
GwenPeters
Qrew Member
4 years ago

Auto-populate fields from one table into another

I've created a project table to record ongoing projects.  Separately, I have a tasks table that lists activities that are associated to ongoing projects.

I created a relationship between the two tables without a problem; however, what I would like to do is have a set of pre-determined tasks automatically populate into the project table based on a drop-down field selection within the project table.  Example: In my project table, if I select the event type as "webinar", I'd like all the assignments from the task table that relate to a webinar to automatically appear in the projects table.  Can this be done?

Thanks everyone!

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Gwen Peters
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8 Replies

  • This is easy with an Automation.

    Set up a new table of std tasks.  make sure that they have that same field on them for the Event Type.

    Then the Automation will say

    Trigger: When a Project record is created
    action: Copy records from the Std tasks Tasks table into the Project tasks table.
    Filter on Event Type matches the Event Type of the trigger record.
    Be sure to populate the [Related Project] with the [Record ID#] of the trigger record so that you do not create Orphans.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • GwenPeters's avatar
      GwenPeters
      Qrew Member

      Thank you Mark.  I will try this. 

       

      In addition to the auto-populated tasks, will I still be able to add new tasks to the project if necessary?

       

      Gwen Peters

      Director of Global Events

       Web: www.BlackLine.com


       

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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        Yes, just like normal, with an Add Task button click that the Relationship setup would have built for you.

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