Forum Discussion

AlexGale's avatar
AlexGale
Qrew Captain
7 years ago

Can you configure the Copy Master/Detail Records button?

How much flexibility do you have with the Copy Master/Detail Records button? I would like to be able to configure a couple things:  Exclude fields from being copied Edit the values in certain copi...
Tips and tricks
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
In 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
QuickBase9's avatar
QuickBase9
Qrew Cadet
7 years ago
Mark, 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).