Forum Discussion

DanaHauser's avatar
DanaHauser
Qrew Cadet
5 years ago

Automation to create copies of a newly created record for each user in a certain user list field

I have a table that I want to create a record in, and then automatically duplicate the record for each user in a user list field.  

So if there's 10 people in the user list field, a total of 11 records will have been created, 1 master record, and 10 duplicates with the user field having a different user from the user list field. 

The case scenario is a manager needs to create a record in a table for monthly drills.  When he saves that record, a new duplicate record is created for each of the 10 people in the user list field.  The only difference is a user field in each record, one for each user in the list. 

This is all done from the same table, everything is in place except creating the duplicates.

I've seen something like this done using webhooks I believe, but it was awhile back and I can't refer back to it.

Thank you!

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Dana Hauser
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4 Replies

  • @Dana Hauser
    I would create a table of "Users" where every record has just one field filled that is a reference to the Quickbase user. Then you could uses Automations or Pipelines to trigger on the record in the table you referenced being created, copy the records from the Users table into the "duplicates" table, along with a reference back to the​ monthly drill record that triggered it.

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    Justin Torrence
    Quickbase Expert, Jaybird Technologies
    jtorrence@jaybirdtechnologies.com
    https://www.jaybirdtechnologies.com/#community-post
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    • DanaHauser's avatar
      DanaHauser
      Qrew Cadet
      Thanks Justin!  I'll see what I can come up with that will work.

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      Dana Hauser
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        The other option aside from making a child table is to create 10 fields which parse out the individual users from that user list field.

        I probably have a formula for that somewhere if you decide to go that route and can't figure out the formula.

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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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