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GwenPeters's avatar
GwenPeters
Qrew Member
5 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 ta...
Quickbase Automations
Relationships
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
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.

------------------------------
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
5 years ago

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


 

Keep up with what's new in Modern Finance:

Twitter | LinkedIn | Modern Finance Blog

 

 



  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    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
    ------------------------------
    • GwenPeters's avatar
      GwenPeters
      Qrew Member
      5 years ago

      I tried creating the automation, but I get the following error.  Not sure what I'm doing wrong.

       

       

      Gwen Peters

      Director of Global Events

       | Web: www.BlackLine.com


       

      Keep up with what's new in Modern Finance:

      Twitter | LinkedIn | Modern Finance Blog

       

       



      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        Please post a screen shot showing your Automation setup.

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