Forum Discussion

slloydavantsllo's avatar
slloydavantsllo
Qrew Trainee
9 years ago

Can I filter the records to add when I use the Copy Master Detail wizard?

I would like to be able to filter the records to be added as children (i.e., add only a subset of the child records of the master, based on filter criteria).  Is this possible?
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
9 years ago
I do not think that there is an option when cinfiguring either the wizard or the API version of the Copy master detail to filter which child records get copied.

I think what I would do is to flag which records need to be deleted using the formula and then create some kind of your URL formula button on the parent which would be pushed after the copy Master Detail is done to mass delete the flag records. So it would be a two-step process.