Automatically Create New "Client Health" Records Each Month

Question

I would like to understand how I can automatically generate new records for a report each month that will allow my users to easily enter client health across their portfolios without having to input their full list of client names each time.

Context: I have a "client assignments" table connected to a "client health" table. The client assignments table has a 'Program Name' field and client team members are assigned to programs by their user name. I would like a new set of records generated for each person who is assigned to a client program. Meaning, if we have 3 team members assigned to a program, 3 new records would be generated for the related program name in the client health table. The rest of the fields would be blank and allow team members to easily fill out their client health records each monthly.

Is this something that is possible? I looked at pipelines but wasn't sure exactly what to search for when trying to identify a solution.

Attached is an example of what I would like to see as a Client Team Member. Hopefully that makes sense!

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Jen B.
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markshnier__you · Answer

Can you name your key tables and their One to Many Relationships. Also, how are Team Members "Assigned" to a Program.

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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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jenblack · Answer

Hi Mark,My key tables are 'Programs' and 'Team' which each have a 1:Many relationship with the join table 'Client Assignments' which is the table that we assign team members in. Each team member is assigned to many programs and each program can have many team members.&nbsp;Then I currently have 'Programs' attached to 'Client Health' with a 1:Many relationship (1 Program has many client health records). But as I'm typing this, I'm realizing it should probably be a 1:Many from 'Client Assignments' to 'Client Health'. (1 client assignment has many client health records).&nbsp;Hopefully that is helpful, I'm still learning Quickbase, so let me know if there are any other details I can provide. Thanks for looking into this!Jen------------------------------Jen B.------------------------------

markshnier__you · Answer

I think, that I'm still not understanding clearly your relationships and which record type you want to auto create.

Can you post a picture of your relationships by using the Relationship diagram tool in App Management?

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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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jenblack · Answer

Here is a screenshot, as you can see, Programs and Team are both connected with a 1:Many to the Client Assignments table which is our join table. This is where we are able to give programs multiple team members and give team members multiple program assignments. I currently have Client Health connected to the Programs table, but I believe I should connect it to the Client Assignments table instead. Edited to add: The type of record I want to create is a new client health record for each client assignment that exists. Essentially I want an automation to create new records across each client assignment where all the fields are blank except for "Program Name," that way client teams can easily click into this report at the end of the month, fill out their client health fields via grid edit and save. Essentially, i'm trying to make their end of client health as easy as possible, we just want them to fill in the blanks and hit save.Sorry, I updated this with the relationship diagram you requested.&nbsp;

------------------------------Jen B.------------------------------

markshnier__you · Answer

You should be able to create a saved table to table import to import Client Assignments into Client Health records, thus creating a full set of the required Health Records..&nbsp; You should be able to filter the import for the "Active Assignments" (by whatever definition you have for that).Then once you have saved Table to Table import working which you can run manually, then you can just set up an Automation to run it each month.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Automatically Create New "Client Health" Records Each Month

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