Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
This can be done with a URL formula button. But it also be done with an Automation. The initial setup is the same though.
Set up a new table called Focus Job. Add a single numeric field called Record ID of Focus Job.
Add a record to this table and then set permissions so that no one, not even admin can add or delete this record. It will be Record ID# of 1.
Create a relationship to the Job table by making a field called Link to Focus Job as a formula numeric field of 1. Look up the field for Record ID of Focus job.
Lookup that field down to Job Details.
Now, next step is to create a saved table to table import from Job details into traveler details subject to the filter that the arelated Job is equal to the value of Record ID of Focus Job. If there are default values to be populated make fields on the Job Details record To Copy across in the saved table to table import.
Ok all the ingredients are in place.
You should be able to set up an Automation that triggers off a checkbox being checked on the Traveler Record to update the Focus Job Record with the job number and run the saved table to table import.
This can also be executed by a formula URL button. If you want that code, get the rest working and I can help you with the URL formula to set the focus, run the import and refresh the Traveller recird.
Set up a new table called Focus Job. Add a single numeric field called Record ID of Focus Job.
Add a record to this table and then set permissions so that no one, not even admin can add or delete this record. It will be Record ID# of 1.
Create a relationship to the Job table by making a field called Link to Focus Job as a formula numeric field of 1. Look up the field for Record ID of Focus job.
Lookup that field down to Job Details.
Now, next step is to create a saved table to table import from Job details into traveler details subject to the filter that the arelated Job is equal to the value of Record ID of Focus Job. If there are default values to be populated make fields on the Job Details record To Copy across in the saved table to table import.
Ok all the ingredients are in place.
You should be able to set up an Automation that triggers off a checkbox being checked on the Traveler Record to update the Focus Job Record with the job number and run the saved table to table import.
This can also be executed by a formula URL button. If you want that code, get the rest working and I can help you with the URL formula to set the focus, run the import and refresh the Traveller recird.