Forum Discussion

RussellBeaubien's avatar
RussellBeaubien
Qrew Cadet
6 years ago

automation to link child record when parent record is created after

I need some help with trying to find a solution.  In my program I have an Expense Table where all purchases with company cards. Now I'm going to make another table for credit card bills, and relate...
Quickbase Automations
ProjectsForce1's avatar
ProjectsForce1
Qrew Trainee
6 years ago
This sounds very doable with QuickBase Automations. It would be a bit to type how to do, but if you go into the Automation builder, you can create automations with the logic you provided.

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ProjectsForce
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
It would also be possible to push a button on the Parent Billing record to trigger an Automation or a URL formula button to locate all the Expense records which match a Billing record's time frame and attach them to the billing record.

Is that what you want to happen?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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  • RussellBeaubien's avatar
    RussellBeaubien
    Qrew Cadet
    6 years ago
    I have the automation trigger when the parent bill is created.  It took a little bit of cleaning up of the filters to get it perfectly but it works!
    As soon as I save a new Bill it links and shows all related expenses.

    Thank you ProjectsForce and Mark Shnier

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    Russell Beaubien
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