Forum Discussion

CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
8 years ago

conditional dropdown with add a record - populate child field from parent

I have two tables - company and contact.  One company (parent) has many contacts (child). I create a company.  Then click Add a contact.  The contact  form opens in another window - but the company...
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CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
8 years ago
yes, I'm using the button.

It has this:

URLRoot() & "db/" & [_DBID_CONTACTS] & "?a=API_GenAddRecordForm&_fid_39=" & URLEncode ([Record ID#])& "&z=" & Rurl()

It seems that when I save the parent first, then click on Add Contact, it works properly.  I have
"Save parent record automatically when a child record is created" checked on both tables (because sometimes I'm wanting to create a Company from another table/ parent record).  So it's acting like it doesn't actually save the Company (parent record) before trying to add the child.

And it doesn't actually connect the two - the contact is saved, with no company.
ChrisChris's avatar
ChrisChris
Qrew Assistant Captain
8 years ago

charlotte

The "Save Parent record automatically when a child record is created" is for when you have an embedded editable child report in the parent record being displayed in the form. So, if you make edits to the parent, then go to the embedded child report, which would be in edit mode too, and enter a new record there, then both child and parent changes or additions are saved.