Forum Discussion
- QuickBaseCoachDQrew CaptainAll fields are copied. No choice. And unless you are some kind of javascript brainiac, there is no way to replicate what it does in terms of copying children and grandchildren.
So, what I do is to call the COPY button Step 1 of 2. I then key off the copy of field to detect that this is a copy and contrive the form to force the user to click a 2nd URL formula button which clears fields (including the "Copy of" indicator field and any other edits required.- AlexGaleQrew CaptainI'm not understanding how you're detecting that the copy is a copy. What is the "Copy of" indicator field? How can I set it up?
- QuickBaseCoachDQrew CaptainIn order to set up a copy master detail you need to select a text data field. So for example it would be the field like Project Name. So of the Project Name was called
"Figure out how to do a custom Copy Master detail" (no doubt with child task records like RTFM, post to community forum, guess etc, then the clopied Project would be called
"Copy of Figure out how to do a custom Copy Master detail".
so I have a formula field like
Begins([Project name], "Copy Of") and if that is true, I know that the record was just copied.
As a part of the URL # 2 button I remove the leftmost 8 characters of the Project name to get rid of "Copy Of- AlexGaleQrew CaptainAh that makes sense, thanks.
- QuickBase9Qrew CadetMark, is there any way that an automation could handle this? It is not recognizing an "add record" action just took place when the user clicks the Master/Child button, so it seems there is no trigger for me to set up for when to remove one of the copied fields.
My concern with doing the copied nomenclature and the formula field is that the users will never change the Copy field and the rule will always fire to remove the entry from the specific field because you will not be able to set it for "only when field changes" (because it will be like that from the add). - QuickBaseCoachDQrew CaptainInteresting. I never thought of using an Action or Automation for the Step 2 since they were not available when I started using the technique. You should be able to use either one and trigger on add record and also the condition that the "Copy Of" field begins with copy of.
Are you saying that you tried an Action or an Automation and it did not work. It seems to me it should work perfectly.