Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
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
"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
QuickBaseCoachD
7 years agoQrew Captain
Interesting. 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.
Are you saying that you tried an Action or an Automation and it did not work. It seems to me it should work perfectly.