Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoYou can easily do this with an Automation.
The trigger is record created or edited and the field for [option from drop down box] has changed.
The action will be to copy records from another table. The copy step will have a filter to copy the records were that product category matches the trigger record.
Be sure to populate the field for [Related Parent] from the 'values from trigger record [Record ID#] or else you will create Orphans. it's a bit obscure where to click to get at the trigger record fields.... it's a small twisty at the bottom of the list of fields from the source table.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
The trigger is record created or edited and the field for [option from drop down box] has changed.
The action will be to copy records from another table. The copy step will have a filter to copy the records were that product category matches the trigger record.
Be sure to populate the field for [Related Parent] from the 'values from trigger record [Record ID#] or else you will create Orphans. it's a bit obscure where to click to get at the trigger record fields.... it's a small twisty at the bottom of the list of fields from the source table.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------