Bulk Add Children Records
Hi,
We have a form with a basic parent-child relationship for users to add children records.
Sometimes, the users need to add up to 100 records.
It becomes very tedious to do this 1 at a time. ...
Forum Discussion
Thanks for looking at this, Mark!
They would likely have an Excel file. To give you some more context, the end-user has read-only access to a separate system that doesn't communicate with Quickbase. They can export a list of drawings they want from this system, then submit a request to our team to check out the drawings for them to complete edits. Prior, they would just attach this downloaded list to an email, but we are trying to get better tracking on these documents and the system they are held within can't manage a tracking funcitonality. Hence the need for a Quickbase solution.
------------------------------
Curtis Middleton
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendSo I gather if you upload 100 documents within that hundred documents they need to be attached to different parents? Does the download know anything about the parents
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
Apologies, I may have miscommunicated.
User accesses system A to download a list of drawing #s and sheet #s; 2 fields total. They do not have permissions in this system to check out the actual drawings themselves, so they need to contact our team via Quickbase (previously done via email). To do so, they go into Quickbase filling out request details and then there is an "Add Drawing" button where they can add children records for each drawing they are wanting out of system A. Sometimes they only need a handful of drawings, so the "Add Drawing" button is sufficient. But occasionally the list of drawings can get to 100+ and that would be very tedious for them to add a child record 100 times. So I'm trying to figure out how to enable them to do a bulk import using their excel sheet (or a template provided to them) so they can create these 100 children records and have them all be related to the same parent.
The only inbetween solution I can think of is to make the children report a grid editable report. But if I remember correctly, the new forms in Quickbase do not support that feature currently.
I'd really like to avoid the bulk import if possible because that can just lead to a number of issues and would require instructions and training for users who are not familiar with Quickbase; which would be most of them. But I'm thinking that (or some variation of it) is the only solution, unfortunately.
------------------------------
Curtis Middleton
------------------------------
