Forum Discussion

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
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


 

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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
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  • 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
      ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      I'm on a call you but the Automation is all messed up.
      You should be copying records from a table called Standard Tasks to the Tasks table.

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