Forum Discussion

QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
Here is how I would do it.  If you choose to follows this and get stuck on any steps post back.

  1. Set up a child table to Projects called Project History. Add fields for any values that you want to capture. 
  2. Set up a saved table to table copy to copy all Active Projects into Project history and map the [Record ID#] field into [Related Project] and map the various data fields.
  3. Make report of Active Projects needing their History recorded.  This will be filtered where the maximum date created of the child records is not during the current month.
  4. Make a formula URL button on the Projects record to record the history and refresh the report. (which will now be blank).
  5. Subscribe to a daily report of Projects needing their history copied.
I will post that formula soon and how to use the history. Gotta do a call now. 
NenadIlic's avatar
NenadIlic
Qrew Assistant Captain
8 years ago

Hi, thank you very much for this it seems it could be extremely useful :)

Is it possible to organize a quick webex session to cover some of these parts, since I have couple of questions and would like to avoid asking tons of questions in a wall of text?

My private email is ilic_nenad@ymail.com.

Thank you very much in advance.

Kind regards,


Nenad Ilic